Experiencing rising sales and customer numbers will put pressure on the way you go about your business. More proposals, more orders, more transactions, more stock, more services – it will challenge the status quo and force you to adapt.
We’re increasingly working with clients to equip them to scale. To avoid silos, loss of business-critical information and to ensure that all key members of staff have everything to hand to be able to make decisions. With the advent of APIs and low-code platforms, now is the time to fulfil more.
Our client had already adopted some systems, and whilst using cloud-based technologies, it was still mainly mail, calendar, documents and spreadsheets.
We worked closely with them first putting in place a CRM, then a no-code platform to run their projects and have continued to make them more efficient, paperless and collaborative than ever before.
When we initially worked with Nautilus, they had grown successfully on an inbox and a spreadsheet. For a small business, that makes sense and keeps it simple, but it becomes harder the more conversations, quotes and bookings are managed.
It became clear that they needed to collaborate and track more.
With an envious Tripadvisor rating, their customers expect the perfect experience. Having scoped out their requirements, we helped them choose the right CRM and then helped scope it out to fit their needs perfectly. Now their office team of four can work together, using a range of communication channels to get the job done.
Toynbee has a range of project types with varied processes needing input from a number of internal stakeholders and external agencies. These complex workflows have different tasks, but need to be tracked and, critically, need to notify clients of progress.
We consulted with them on the process and set up a no-code platform to help them manage orders to fulfilment, ensuring they met their deadlines and were able to have full visibility on progress every step of the way.
