Create a workflow management system and map processes to existing industry specific CRM that complies with financial regulations and audit control. In the finance industry there are a range of CRM systems that are specifically designed to meet regulatory needs to meet license requirements. These platforms often meet the legal requirements well but do
Build a CRM system to capture business processes, manage leads, create reports on lead sources and key revenue streams for separate business units. Automate workflow steps and processes. This accounting firm has a team of 45 staff and was tracking all of its customer information in spreadsheets. While accountants are good at using spreadsheets
Wilak Media needed a way to enable sales teams to create and allocate projects to media teams. Previously it was all down to one person to control and manage everything from sales to bookings to management of operations. They were operating solely through Xero and Trello boards, while this was
Surprisingly many organisations are really bad at following up. HPA is a not for profit organisation in the Northern Territory. They needed a way to communicate with customers about their brand message and product offering. Relevate implemented a Marketing Automation system that emailed their re-buy customers every month with a