Building a relationship to move forward

Building a relationship to move forward

coding, CRM systems, online platforms, project planning

Building a relationship to move forward

Setting up a CRM system that was fit for purpose required thorough research and testing. The results delivered a robust system that successfully automated tasks and saved staff from hours of data entry.

The brief 

Cube Direct sources products from a large global network of suppliers. A robust solution was required to manage existing supplier data, alongside an efficient process to enter new details onto the system.

The solution

A CRM (Customer Relationship Management) system was thoroughly researched, tested and deployed.

  • Three separate Zoho applications have been integrated, automating much that was previously required to be entered by hand

  • Emails to suppliers are automatically scheduled, with an online platform that allows suppliers to register and update their details

  • A mixture of coding (PHP, jquery and Zoho’s proprietary language) was written to handle any bespoke aspects required

    To see the range and variety of products that the supplier has to offer you can visit the site by using the link shown below.

    The impact

    The CRM has been a success, releasing office man-hours and ensuring supplier information is always up to date. Future development will include increased functionality for the issuing of quotes, automatic supplier selection and customer billing.

    Pic showing several Cube Direct website pages

    Working with a diverse range of suppliers from all over the world, we required a CRM that allows us to select exactly the suppliers we require to make our products. Using Zoho CRM as a basis, we worked with Dan and the team to produce an efficient solution that matched our requirements. Significant hurdles were encountered, but with custom development and the integration of other Zoho products, these were overcome, and we very much look forward to advancing the next stages of the CRM build.”

    Janet Johnson

    Head Account Handler, Cube Direct

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    Helping Accessibility Services increase its bottom line

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    Helping Accessibility Services increase its bottom line

    Accessibility Services is company that helps organisation websites and media be accessible to all and with more than 30 years’ experience, working with central and local government, private sector and charities across the UK and internationally.

    The brief 

    Help the business unit to go from breaking even to profitable.

    The impact

    A dramatic improvement in revenue through customer segmentation, sales training, lead management, email marketing, utilising strategy relationships with local authorities and other partners, maximising the ‘call to actions’ in all communications.

    The team set up a simple customer relationship management system, for Accessibility Services, to ensure the sales process is managed easily by multiple team members. This transformed Accessibility Services from an organisation which broke even financially to a profitable business within one year.

    The other major win was having a separate strategy for existing clients to make sure they are communicated with regularly to maximise revenue. The strategy utilises email marketing and an effective account management process.

    Impact in numbers

    Email campaigns delivered.

    Contacts segmented and organised.


    Email open rate success.

    “Mark goes the extra mile to understand business needs so that an effective marketing approach can be implemented, to obtain the commercial results required. He is willing to share his knowledge and expertise in order to up-skill those he works with, thereby leaving a lasting legacy. Mark’s passion and enthusiasm is infectious creating a positive working environment for all those he engages with. It has been a pleasure working together.”

    Julie Cable

    Operations Manager, Accessibility Services

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