CRM & Business Workflow |
Collecting new business enquiries and tracking them through to completion.
Begbies Traynor is the UK’s leading Corporate Rescue and Recovery practice. They provide their services via a nationwide network of over 60 offices, with clients ranging from small businesses and professional advisers to large corporations and financial institutions.
The company forms part of Begbies Traynor Group plc, an AIM-listed professional services consultancy delivering solutions for businesses, financial institutions and professional advisers in the areas of corporate recovery, restructuring and turnaround, corporate finance, forensic accounting, investigations and security risk.
Begbies found their system for managing new business enquiries was not fit for purpose.
As the volume of new enquiries increased it became difficult to efficiently qualify, assign and track them through the business. The Begbies marketing team resorted to using manual processes, but this often led to human error and slow response times. The result was a drop in conversion rate.
Begbies needed a software solution that would effectively track new customer enquires and facilitate the smooth and efficient flow of information through the business.
We met with the Begbies marketing team to map their workflow and identified internal communication issues our solution needed to overcome. The resulting process map provided a template for the configuration Flight, our specialised CRM & Workflow product.
We configured Flight to the precise requirements of Begbies, sharing the tailored software in a test environment to collect feedback from the team. Configuration included branding, user set-up, content labels and automated notifications.
The product was integrated with Microsoft Outlook to streamline the enquiry process and efficiently track internal communications.
- Flexible form builder to collect specific data from new business enquiries
- Microsoft Outlook integration in/out of the system
- Tasks, notifications and reminders baked into the system
- Email template builder to automate standard emails
- Roles and permissions hierarchy to customise database view
“Having instructed Blue Wren to develop a CRM & Business Workflow System for a specific sector of our firm, we worked closely with all the team, who endeavoured to ensure that the end product was what we had first envisioned.
The team made it possible to produce a fantastic end product, with a responsive ongoing support network if required at any point.”