We’re big on efficient processes and streamlined workflows at Hello Business Support, and for one of our now long-term clients, we helped them to achieve precisely this.
Our client came to us with a paper-based workflow that they had used for many years to store and process their customer data and information, and carry out routine property inspections.
Ideally, they wanted (and needed) to move from paper-based to digital by introducing a new CRM system.
We got to work.
Deciding on the most suitable bespoke system and using Capsule we began building tracks’ to monitor workflows across teams, inputting data tags bespoke to them to create the most efficient system for record keeping and reporting
To ensure we were inputting high-quality and up-to-date information, we carried out research and sent out surveys to update customer details and filled in any currently missing areas – all data fields and meta tags were meticulously completed.
Now, all customer data is streamlined, and business development managers, admin and accounts teams, and inspectors in the organisation can pull out the information they need when they need it, allowing for better client communication and streamlined processes that have allowed the team to go from 5 inspections per year, progressing to 60, to now a staggering (and manageable) 100 inspections per year.
Digital doesn’t have to be daunting; it has to work for you.
With improved workflows, consistency across teams in data use and input, and a now efficient customer journey, we’re pleased that what started as a one-off project has resulted in our team continuing to work with our client as we continue to manage the CRM process and the maintenance and management of data, adding value at every stage.
