Overview

Our recent freelance web design project, we we’re instructed by Clews & Co to develop a new integrated website that works alongside their Alto CRM system, Rightmove and Zoopla – www.clewsco.co.uk

While working on the project we needed to keep branding and design in mind as we worked through transforming their company image and ensuring that the integration would save the agency time.

The website is now completed, and Clews have a website that highlights their high standards and strong branding. In the backend if a property is added to CRM it is posted to the website, Rightmove and Zoopla with all the industry standards and information required. On the reverse all enquiries that are made through the website contact forms are pushed into there CRM system and attached to the relevant property, saving admin staff time and headaches.

Overview

At Orbit Care we were hired to make sense of a lack of information and stock management. Before we carried out any work we were hired to help audit them first, as management were extremely busy with day to day and growth, and help gain back control of the business.

We identified that the 3 key areas they were struggling with.

From a customer service point of view, lack of training on parts and projects, overpromising or not know the projects enough to communicate with customers. The lack of tracked information and communications, too often calls would be taken and notes not left, follow ups with customers would be missed or generally callbacks if lack of knowledge would not be followed up on.

Stock and parts not being tracked. For example not logging of adhoc parts being taken from the warehouse, not communication of parts being ordered often not linked to a job or multiple parts being ordered by different teams.

 Complete lack of accuracy and visibility across teams for example – parts, customer service, engineers and project managers meaning that communication was quite archaic,  meaning a phone may have been made and no note taken of what was discussed.

Our Solution

Firstly we had to manage the major issue of stock tracking. We started by zoning the warehouse and separating project orders to ensure when the project starts everything is ready in place. Working with a stock management company to develop a system where every zone is barcoded and quantities are tracked, when quantities got low, parts would be emailed and in the backend we can track order turnaround times and generally usage rates. This somewhat

Secondly, We gave all engineer and project management staff tablet with access to the CRM system allowing them to leave notes of all conversations on the go with customers, customer experience and other team members, as well as seeing notes from the office staff – all while out and about on jobs and on the road.

Thirdly, working with senior management we implemented a more advanced telecoms system to refine calling taking process to ensure all points of contact with customers are monitored and actioned.

After all the changes were implemented we were tasked with making everything easily reportable.

Overview

At Sony Europe, we were brought in as Sales Support for the European Head Office in Weybridge to help manage customer expectations and manage the sales pipeline during a very delicate time for Sony. During this time their was a global record low supply of silicon as a result of Covid.

We supported the sales managers pull data from their systems and display it in a way through live dashboard for major semiconductor wholesalers across Europe. We created live dashboards that wholesalers could actively monitor with breach any GDPR or internal data protection policies. This created transparency between Sony and Wholesalers evidently saving potentially 100’s of millions of euros.

Our Solution

We took their import/export and manufacturing data from Oracle and transformed it into interactive power BI dashboards to give wholesalers better visibility and clarity to when their next shipment would be at our distribution centre and therefore with them. Allowing them to plan and manage their customers’ expectations and overall allowing a smoother transition from manufacturing in Japan to the customer.

Overview

Brought in to help manage their data streams and communications between customers, dealerships & network, logistics and manufacturing. We were hired on a one-year contract to support sales managers and dealerships to rectify an ongoing issue.

Customers would place an order for either collection or home delivery but communication lines and data streams between dealership network and head office/manufacturing/logistics were not syncing correctly or accurate where customers would be either be communicated that their vehicle was ready for collection and they would turn up and nothing had arrived yet for collection or customers would arrange for home delivery and information incorrectly logged for collection, the vehicle in some cases would be sitting at the dealership “for collection” for weeks, the customer would be waiting for delivery and not be notified the vehicle is ready.

Our Solution

We took everything back to the bare bones, displayed every channel and avenue that information could be shared using flow charts and dashboards and worked backwards through the data and sales process, plugging all the holes and fixing any broken communication lines.

Overview

At The NFU Mutual we were brough in to support the sales and customer service teams to convert more insurance customers to financial services leads. We did this by curating and planning open days where we would invite a select group of customer into the office where we would carry out targeted and tailored education presentations to allow potential customers to learn more about making their money work harder.

We did this by segmenting existing customer based into different customer profiles for example life events like new business setup or new business insurance policy – where we would tailor the presentation to include things like pensions for directors or sole traders and Life insurance to cover business owners if they were ever out of work.

Our Solution

On top of the sales support and lead generation we would build live dashboards to check outcomes from events, live conversion data and the ability to display and measure 1000’s of different metrics.