At a Glance
- Sector
- Asset finance
- Challenge
- Legacy escape, Act!
- Outcome
- Remote workers gained better CRM access and capability.
An asset finance team replaced ACT! to better support remote workers.
Working through the legacy escape and act! challenges behind Mistral Asset Finance's CRM, CRM Insights connected the system to the business process, data quality, adoption and reporting decisions around it.
Mistral Asset Finance found the ACT! CRM lacked the capability to support remote workers
Situation
We wanted to replace our existing CRM system (ACT), which we’d had for a number of years. Because we have a range of outposted staff, our server based system no longer worked for us. We tried upgrading to ACT’s cloud system but that was a disaster. I spoke to a range of providers and then one of my contacts recommended Mike.
Steve Low,Chief Operating Officer Mistral
Task
We needed a new system and wanted to migrate data across from our existing one. Mike showed us Workbooks and we liked what we saw. It seemed simple, effective and straightforward to implement. Plus the price looked right. Also, I was very impressed by the quality of the relationship Mike and Don enjoy with the developers at Workbooks.
Action
They set up the new system and brought across the data from our old one. It was all pretty quick and painless.
Results
Internal take up has been very good. Remote staff now have quick access to information. They’ve embraced the new system because it’s easy and does what we need. We had some teething issues linking to our Outlook system, but Mike and Don sorted these out in liaison with the Workbooks team. We’d have struggled without their support.
Standouts
The team at CRM Insights are clearly very knowledgeable. They have a deep understanding of Workbooks at a programming level, plus great access to the senior developers there. I know they’re available to support us when needed and I’m confident they can troubleshoot any issues. I’ve already recommended them to a couple of people.
