Case study
Challenges■
- Modernise the sales-process for end users and for management
- Migrate to a hosted customised environment with no locally installed software or internal IT burden
- Managers needed to report on data quickly and easily
- Flexibility to customise the system on-the-fly
- Expandable for future requirements (marketing campaigns and into other areas of the business)
- Existing GoldMine system over 13 years old
- Superfluous data gathered over the years to be purged
- Migration to must have minimal down-time
- Highly complex GoldMine structure – difficult to extract data
- Restrict individual users to their own data lists – only Managers can access the whole database
“…one of the reasons for selecting
CRM-UK was our trust in you and your team.”
- Modernise the sales-process for end users and for management
- Migrate to a hosted customised environment with no locally installed software or internal IT burden
- Managers needed to report on data quickly and easily
- Flexibility to customise the system on-the-fly
- Expandable for future requirements (marketing campaigns and into other areas of the business)
- Existing GoldMine system over 13 years old
- Superfluous data gathered over the years to be purged
- Migration to must have minimal down-time
- Highly complex GoldMine structure – difficult to extract data
- Restrict individual users to their own data lists – only Managers can access the whole database
“…one of the reasons for selecting
CRM-UK was our trust in you and your team.”
“One of the reasons for selecting CRM-UK was our trust in you and your team to quickly fix any issue that come up.”
Jon Gaydon, Business Development Manager
Garnell Corporate Communications
The solution■
Customisation
Custom Activities area to mirror the Garnell sales process in detail
Integration
Integrated with Microsoft Office 365® immediately importing all previous company email communication into Gold-Vision and automatically tracking future client emails
ROI
A clear view of the sales process is now simple for every user using tailored views. A large amount of time is saved building data profiles with the built-in reporting in just a few clicks. No more lost time to software crashes!
Garnell Corpoarte Communications also implemented integrated email marketing. At the time the only email marketing system with full integration with CRM as standard. The project provided Garnell with the following benefits:
The ability to send professional looking emails to a very specific target audience very quickly
The ability to track whether the recipients read, forwarded or click a hyperlink in the email
Marking bounced emails against their CRM’s contacts
Accelerated telemarketing campaigns derived from tracking information
Garnell Corpoarte Communications also implemented integrated email marketing. At the time the only email marketing system with full integration with CRM as standard. The project provided Garnell with the following benefits:
The ability to send professional looking emails to a very specific target audience very quickly
The ability to track whether the recipients read, forwarded or click a hyperlink in the email
Marking bounced emails against their CRM’s contacts
Accelerated telemarketing campaigns derived from tracking information
Our CRM expertise allowed us to quickly and efficiently extract the necessary data from GoldMine, with minimal disruption to the end users. Ongoing data imports are quick and simple using the import tool and users see the data they need, whilst managers get a global view.
Customisation
Custom Activities area to mirror the Garnell sales process in detail
Integration
Integrated with Microsoft Office 365® immediately importing all previous company email communication into Gold-Vision and automatically tracking future client emails
ROI
A clear view of the sales process is now simple for every user using tailored views. A large amount of time is saved building data profiles with the built-in reporting in just a few clicks. No more lost time to software crashes!
The results■
20%
time saved per week
Reporting now takes seconds instead of
hours
Users and managers both
see the data they need