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Archive for the ‘Case Studies’ Category

Case Study: Writing It Right for You

Written by admin on Friday, October 9th, 2009

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!

Case Study: London Creative Arts

Written by Jake on Tuesday, September 8th, 2009

LCAL are a small design agency who use Tactile CRM to make sure their clients receive the best possible service throughout the lifecycle of all of their projects.

We didn’t have anything in place before we started using Tactile to manage our customer data and information about people we would like to work with. Now we have Tactile I don’t know how we ever survived!
Peter Bates – London Creative Arts

Case Study: Hayley Marsden

Written by Jake on Saturday, August 8th, 2009

Editor, business founder and entrepenuer, Hayley Marsden runs a local magazine and uses Tactile CRM to keep up to date with her vital contacts and partners.

“As a work at home mum trying to juggle my daughter and starting up a new family’s magazine for my local area, a CRM is pretty vital to keep me on top of things. I’ve considered loads of options but Tactile CRM stood out as being a great bunch of people to work with, they’ve been really responsive when I’ve asked n00b questions and not laughed at me once. Plus I like the fact they’re based in the UK.”
Hayley Marsden

Case Study: Ideas For the Kids

Written by Jake on Sunday, August 2nd, 2009 is a website full of ideas of great places to go, and fun things to do, with children.

They have details for over 11,000 venues and attractions and use Tactile CRM to keep these up to date, and to track communication between their staff and their contacts at the venues they promote.

“Due to it’s ease of use and very user friendly interface, we’ve rapidly expanded how we use Tactile CRM, growing the contacts we manage on it from a few hundred to over 10,000 with no drop-off in performance. It is utterly invaluable to us. Our staff love it and it literally takes minutes for a new user to get the hang of how to use it.”
Manny Coulon –

Case Study:

Written by Jake on Monday, June 8th, 2009 is an educational directory based in Australia. Tactile CRM has given
this new business a practical and easy to use tool when it comes to managing clients.

The education sector is broad and unique, however the flexibility of Tactile CRM has
allowed to build a customer management system that caters to their
unique needs. This ultimately empowers to manage their clients in
an efficient and effective way.

“As a new business we had to find a web based CRM tool to track and manage our clients. After spending days sorting through the mass of online CRM systems we stumbled across Tactile CRM. Instantly, the simplicity, flexibility and ‘common sense’ of Tactile answered all of our CRM prayers!

It has given clear direction on how we should manage our clients and has improved our internal communication procedures.”
Marty Jonas – Schools Directory

Case Study: Tiga

Written by Jake on Sunday, March 8th, 2009

Tiga are a leading UK multimedia design agency, with offices in Kent and the West Midlands.
Tactile CRM makes it really easy for them to keep track of their clients’ activity
and ensures that everyone in the team is aware of who needs updating of what, and when.

As a small business they appreciate the simplicity with which Tactile CRM’s Contact Log
lets them keep on top of important emails and conversations.
After initially only making use of the contact management features, they’re now making
full use of the deal-tracking and reporting features, helping them win new business.

“Our creativity is underpinned by responsive client co-ordination and integrated production planning, at last we have a single resource for all our internal comms! With Tactile CRM all I have to do is scan the dashboard to see what everyone has been up to.”
Steve Chatman – Tiga