Product Blog

Case Study: Writing It Right for You

Written by admin on Friday, October 9th, 2009 at 11:13 am.

Your Name: Pamela Hilliard Owens
Your Company name: Writing It Right for You
How many people do you employ?: 1 employee (me) and several full-time and part-time contractors

About My Company

Writing It Right for You, knows that “It Matters How You Say It”! I work with individuals, university students, and businesses throughout the United States, Canada, the Middle East, India, Russia, Australia, New Zealand and the United Kingdom on a variety of writing and editing projects of all sizes.

How long have you been using Tactile CRM?

After trying about just about every CRM out there, I have been consistently using Tactile CRM for about eight months.

How has Tactile CRM helped you manage your business and time?:

Tactile CRM is extremely helpful for me to keep up with the proposals and projects of myself and my team. I just input the information once, and the application keeps up with everything: emails, proposals won, lost, or cancelled, activities to be completed for the sales process, and my sales pipeline and sales history.

What specific problems has Tactile CRM solved for you?

I now have one place to keep all of the emails and documents for a particular client–and keeps them separated for each contractor. I can see graphs and run reports for myself, the whole company, or each contractor. I can click on a prospect or client and see their entire history, including our email conversations and their Freshbooks invoices. I can also keep track of activities and events on my Outlook and Google Calendars, which of course show up on my Blackberry and iPhone. I can immediately see what’s going on for everyone quickly and easily in one place. I don’t have to switch back and forth between programs and I can “fire up” TactileCRM from any computer or mobile platform. Plus, since Tactile CRM is “in the cloud”, my assistant can log on from her office and my contractors can log on from wherever they are (and they are everywhere!) and everything stays current.

If you were recommending Tactile CRM for friends in business what would you say?

With Tactile CRM, you will have a robust, cutting-edge CRM application that will serve your small business well. No bloat, continuous upgrades and improvements, Freshbooks integration, and super-fast and fantastic customer service. You also get Jake…which makes the very affordable subscription price worth it!