|
Teamwork matters In an industry where customer service is paramount and prices continually fluctuate , managing costs and keeping teams in sync isn ’ t easy . From enquiries to sales , managing installations to post sales service , there ’ s many different moving parts that require teams to work in sync to deliver a highly rated service . If one piece is out of sync , this can cause costly delays , downtime , lost sales or customer dissatisfaction .
With a clear , customer focused , vision of how they want to run their business , Clearview leveraged their industry expertise to define
|
their ideal workflow . To maximise every sales opportunity , communicate with customers and optimise their resources . Enabled by a system that provides the information needed to the right people , at the right time .
Richard Ashley , Contracts Director from Clearview explains : “ We have developed our own methodology , by looking at what works and what doesn ’ t . Understanding what information and indicators we need to determine the likelihood to convert a sale . Ensuring every detail of what ’ s needed to complete a
|
job is recorded , so our fitters know where they need to be and when and we can make best use of their time . And if things change , making sure this cascades throughout the entire workflow . Ensuring our teams have the right information to deliver a customer focused service . All of this is made possible by Origin CRM .”
Clearview have been using a bespoke Origin CRM system
|
that provides them with the flexibility to continuously adapt their workflows and deliver exceptional customer service , since they first started out in 2003 . Providing them with the insights to manage their business , a central record of every enquiry , lead and customer , project management tools and installation scheduling , product management , job costing and more . |