The challenge
Garnell's GoldMine system was over 13 years old. Its structure was highly complex, which made the data hard to extract. Garnell wanted to:
- Modernise the sales process for users and management
- Move to a hosted, customised system with no locally installed software and no internal IT burden
- Let managers report on data quickly and easily
- Customise the system on the fly
- Expand into marketing campaigns and other areas of the business later
- Purge superfluous data gathered over the years
- Migrate with minimal downtime
- Restrict users to their own data, with only managers able to see the whole database
What we did
- Used our CRM expertise to extract the data from GoldMine efficiently, with minimal disruption. See GoldMine support and CRM data migration.
- Set up ongoing imports with an import tool. Users see their relevant data. Managers get a global view.
- Built a custom Activities area that mirrors Garnell's sales process.
- Integrated Microsoft Office 365. Previous emails were imported and future client emails are tracked.
- Created tailored views so every user can see the sales process clearly.
- Added an email marketing system fully integrated with the CRM. It sends professional campaigns to targeted audiences, tracks opens, forwards and clicks, marks bounced emails against CRM contacts and speeds up follow-up telemarketing campaigns.
The results
- Time saved every week
- Reporting now takes seconds
- Users and managers both see the data they need
“One of the reasons for selecting CRM-UK was our trust in you and your team to quickly fix any issue that come up.”
Business Development Manager, Garnell Corporate Communications
