by addacomma | Apr 14, 2021
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.
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.
A CRM (Customer Relationship Management) system was thoroughly researched, tested and deployed.
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.
https://cubedirect.co.uk/
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.
“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.”
Head Account Handler, Cube Direct
University of Exeter Medical School
Careful planning and coding were required to provide an online platform for GPs to match patient data and samples.
Aaduki Insurance
Developing an efficient online quotation system helped to streamline the sign up process and boost customers.
NHS Diabetes Calculator
Complex scripting was required to produce an online tool to be used in the battle against childhood Diabetes.
Accessibility Services
Data analysis and email marketing help a business correctly identify customers and achieve to profitability.
by addacomma | Jan 30, 2020
Data Segmentation, Email Marketing, Lead Management, SEO
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.
Help the business unit to go from breaking even to profitable.
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.
Email campaigns delivered.
Contacts segmented and organised.
“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.”
Operations Manager, Accessibility Services
Messaging for all
Comprehensive messaging for a large employee owned organisation that provides services in wide range of sectors.
Cube Direct
Thorough research and testing were required to set up a CRM system that automated tasks to reduce time spent on data entry.
DMH Associates
Organising and running a three day virtual conference for more than 400 delegates meant utilising a mix of technology and innovative presentation.
Blackfen Community Library
A redesign for a local community library and hub presented the opportunity for refined user experiences and increased functionality.
