Rich Dale
Written by Rich Dale
31 07 2019

Work West Enterprise Agency – CRM Case Study

Flowlens has helped reduced monthly reporting administration by 75%, whilst the team improved productivity and customer service through the simple, user-friendly but secure information sharing and task management capabilities.

Work West Enterprise Agency service hundreds of businesses, providing business development services and growth support across a number of programmes.

Work West needed to move away from an array of disjointed spreadsheets, emails and manual processes for capturing customer information, tracking interaction history, and monitoring progress on programmes. The team realised it could share information more effectively, save time, and give a better customer experience if it employed a joined up CRM system.

As a social enterprise supporting local businesses, Work West looked to the local market for options, and also evaluated well known international CRM offerings.

Flowlens engaged with Work West to identify and understand their business requirements, so make sure that Flowlens could help. Our flexible, configurable CRM features proved to fit the bill, at an affordable ‘per user’ monthly price. We worked to demonstrate how Flowlens would work in practice, allowing Work West to get comfortable with the new way of working before committing. We then provided training and support to Work West in the process of adopting Flowlens across their team.

Flowlens has helped reduced monthly reporting administration by 75%, whilst the team improved productivity and customer service through the simple, user-friendly but secure information sharing and task management capabilities.

Watch as Senior Business Development Officer Stephen McGarry and Design Thinc-er in Residence, Michelle Dolan provide an overview of their experience in selecting and working with Flowlens.

  • Affordable monthly subscription
  • Helpful Advice and Training
  • Shared Client CRM Database
  • Track Interactions and History
  • Real-time Dashboards and Reporting
  • Easy to learn and use
  • Mobile-friendly cloud CRM

If you’d like to talk about how Flowlens can help speed things up and improve team-work, please get in touch.

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