Improving Efficiency for a Small Business

Introduction

This client is a tradesman operating through Staffordshire and Shropshire serving both domestic and commercial clients. Business had improved steadily over the last 3 years as their reputation for producing high-quality, reliable work grew. As a result, the client was finding it increasingly difficult to produce quotes and invoices in a timely manner, which often meant allocating Fridays and weekends to getting them done.

Our Approach

We undertook a review of our client's administrative requirements so that we could identify the areas in which we could support the client to become more efficient. This resulted in us demonstrating our internet based CRM system to the client as a way of us being able to support him with his admin on a virtual basis.

The system enables the client to import all of his contacts, diary and template documents and set up access for both himself and Remote Business Support. The contacts and diary synchronise with Microsoft Outlook. Because the system is internet based, it means that both the client and Remote Business Support can access it from anywhere. The client is then able to email/phone through the list of tasks he needs us to carry out and we pick up all the information from the online CRM system.

Results

Quotes and invoices are emailed/posted within 24 hours, rather than 3-5 working days. Chasing of payments take place more quickly and this has resulted in improved cash flow for the client. The online diary enables us to see where the client is and book in work for him whilst he is busy servicing his customers. Most importantly, it has given the client back an extra day to earn money rather than having to take time out to complete his admin.

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