Case Study - Haines Watts

ProspectSoft CRM software improves information flow at national chartered accountants, Haines Watts

The Haines Watts marketing team has long tried to improve their information flow and analysis, telesales telemarketing and marketing efficiency. The marketing personnel were charged with generating leads for three offices. The flexibility of independent practices brings significant benefits to Haines Watts' end customers, but makes it difficult for the marketing team to monitor efficiency and track the progress of leads from each of the offices.

Reasons why Haines Watts chose ProspectSoft

After carefully considering several CRM solutions, Haines Watts selected ProspectSoft CRM. Since its implementation in 2005, Haines Watts has greatly enhanced their business management and have considerably improved 4 key business areas:

• Information Flow
  Information flow and outdated systems meant that detailed information on many customers and potential business was being lost. Leads were being poorly managed or forgotten.
• Information Analysis
  In the past, time was spent preparing reports by hand, which are now easily and accurately at the push of a button. Production of bespoke reports allows the marketing team to receive exactly the information they need.
• Marketing
  The previous database system, whilst great for the accountants, had little provision for marketing. It was impossible to easily alter or clean the data. Searching for specific records was time consuming, manual call list production was inefficient, campaigns were difficult to follow up effectively and potential leads were lost.
• Telesales and Telemarketing
  Using the replicated data from all 3 sites, the marketing team can create easy-to-follow to-do lists to assist with telemarketing.

Customer information is now available to all departments. At a customer's site, field staff can instantly access notes on customer calls, sales ledger balances, order status, recent correspondence and any problems like service calls. Since the implementation of ProspectSoft CRM, Swiftclean's turnover has increased by 12.5% and net profit by 29%.

According to Samantha Davies, the Marketing Executive at Haines Watts, "Improving and automating the reporting possibilities was a key step forward. I definitely feel that many opportunities have been missed by not using ProspectSoft CRM previously."