Mark Protheroe
The Bid Team Ltd
1 review written · 5.0 average
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Reviews by Mark Protheroe
★★★★★
TrackerRMS was selected after a review of other potential products. We selected TrackerRMS due to the greater flexibility of the solution and the responsiveness of the support team. TrackerRMS replaced an in-house solution that had been developed over 8 years. Initially we had concerns that a package solution would not provide the same service, but after a trial of the product our concerns were ameliorated. TrackerRMS provides as much flexibility as the old solution and many more features that are really enhancing our business and the way we engage with clients. We installed Sales TrackerRMS for use by our sales team and management. The benefits were realised within the first month: Opportunities are now managed centrally with access from any location. Sales personnel can see targets and which opportunities need to close to meet them. Managers have a centralised view of opportunities developed with common metrics. This makes sales comparisons and forecasting more of a science than the previous guess work. Management reporting is real benefit and has helped increase profitability by freeing up people to sell rather than internal paperwork. Marketing and Campaigns are now all done through TrackerRMS. This was a benefit that we did not know we needed until it arrived; now we cannot see how we worked effectively without it. We now run at least two campaigns a month and can see the results adding to the bottom line. TrackerRMS allows us to target clients through defined campaign metrics, hone in on those that have shown an interest and then convert them into leads and opportunities. Outlook Integration is a real bonus and allows email communications (in and out) to be managed through TrackerRMS at the click of a button. This means that communications with a client can be seen by all staff supporting that client and management. The email audit can be seen per client or per opportunity allowing a full picture of the client and how we have communicated with them. Good emails can be seen from the response they get, TrackerRMS allows us to learn from our colleagues and copy best practice. The TrackerRMS Support Team has helped all the way, been responsive and helped with a regular webinar specifically for our company. Data transfer was our major concern and how this was going to be achieved. The TrackerRMS team made sure that all data was transferred correctly before we started using the solution. Any issues with the system or mostly user error are handled efficiently, usually within hours. The TrackerRMS support team is one good reason to consider this product and undertake a trial. The benefits we have from using TrackerRMS are clearly being seen in terms of increased sales and hence increased profitability of the company. We have therefore increased our licences by 50%. Sales and profit increase have been achieved through a product that allows us to see what is working and concentrate on that. Campaign information allows us to tailor what we do. Through running the campaigns we are seeing more client interest and more enquiries for additional services. It is early days with this, but I would estimate that the use of TrackerRMS has provided a 30% increase in sales and conversions.
