Haines Watts Implements ProspectSoft CRM Software Solution

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

Key facts Industry:Chartered    Accountants No of staff: 70 across 3    offices

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   Information flow and outdated systems meant that detailed information on    many customers and potential business was being lost.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.

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."