And because of this, we can send those firms relevant information about services that they are actually interested in. Our management reports from the MIS are extremely informative as we can see exactly where new business is being generated, what type of business services we are supplying and the margins we are making. We regularly look at event data that is up to the minute on invoices, budgets, actions and targets. It has provided us with a much more targeted approach to how we conduct our business.
Jayne Connolly, marketing and CRM manager, Positive Images
I swear by my: Shuttleworth CRM module
Shuttleworths Customer Relationship Management (CRM) module has really helped us focus on the more profitable aspects of our business. Having the module means that we can now identify what types of firms we are dealing with, either by turnover or by market sector.
