Customer Success Stories

From government technology to real estate, discover how organizations across different industries are transforming their businesses with CRM.me's innovative solutions.

Software & Background Screening

TazWorks

Challenge

Prior to selecting CRM.me Pro, TazWorks was using a desktop CRM application that was separate from other parts of the business and did nothing more than capture contact information. The company needed a dynamic tool that could help manage sales, set reminders for future tasks, automate lead handling, chronicle interactions with prospects and clients, and allow for email and calendar integration.

Solution

CRM.me Pro has helped TazWorks achieve order from chaos. There is finally a system in place to track the various initiatives from sales and support to strategic partners and vendors. Management is now able to measure the effectiveness of email campaigns and monitor the status of deals as they move through the pipeline. Gamification helped drive 100% user adoption and allows visibility into which staff members are most active in the CRM.

100%

adoption

85%

efficiency

95%

satisfaction

Gamification sounded corny to us at first, but after seeing all of our staff embrace the CRM, particularly our younger staff, we knew CRM.me was on to something. It has me wondering if gamification is something we should be incorporating in other parts of our business.

Roi Stone, VP Business Development

I'm a sales guy not a CRM expert, but I was able to set up and configure the system myself. That is not something that could be easily done with other CRM systems. CRM.me's staff was there every step of the way to assist with questions and offer advice on CRM best practices. Simply put, we are far more efficient having adopted CRM.me.

Roi Stone, VP Business Development

About TazWorks

TazWorks is a simple and intuitive enterprise-grade system that offers background screening agencies functionality including employment screening, student/intern screening, substance abuse testing, social date screening, tenant screening, business due diligence, volunteer screening, and Form I9 Compliance.

Digital Strategy Agency

Brilliant Noise

Challenge

The company needed a system that would help the team find, nurture and support deep, long-term relationships. Brilliant Noise found CRM systems in the past to be quite big and convoluted to work with. They needed one that was quite lightweight, fully customizable, and allowed them to add functionality as needed.

Solution

Brilliant Noise uses a hosted version of CRM.me. As early innovators, the team constantly tries out new features and functionality as soon as they ship. By utilizing the CRM.me Web API, the company is able to seamlessly aggregate data from multiple back office systems and analyze integrated data to make sales projections through the Reporting module.

100%

data Integration

50%

email Reduction

75%

productivity

There's really nothing that's designed for every agency, so CRM.me's customization is very important to us. Where most agencies have problems is not creativity or talent, but the systems that make them run efficiently as businesses.

Brilliant Noise Team

Our client partners can't believe CRM.me is so easy to use. They just assumed CRM was meant to be stressful. CRM.me has proven this theory wrong

Brilliant Noise Team

About Brilliant Noise

Brilliant Noise is a digital strategy firm working with major brands to help them succeed online. Founded in 2010 and based in Brighton, England, their team has developed digital strategy and content programmes for major brands including Coca-Cola, Bank of America, Channel 4, Nokia and Marks & Spencer.

Real Estate

Ecksodus

Challenge

A central component of the Ecksodus business model is finding, purchasing, and estimating bid prices for properties at auction in southern Florida. The data that allows the company to do this effectively is collected from multiple sources. In order to scale beyond a limited region, real estate information collected by Ecksodus needed to be centralized and decisions had to be expedited.

Solution

By implementing CRM.me, Ecksodus has streamlined the entire process. Information from multiple sources such as county auction data is now piped directly into the system. The aggregated data is stored and managed in CRM.me. A detailed dashboard serves as the center of gravity for managers, who use it to make informed decisions on buying and selling properties.

Sure, sometimes entering information into a database can be monotonous, but we've noticed a completely different approach by our team now that the incentives made possible by CRM.me Gamification have come into play

Ecksodus Team

About Ecksodus

Ecksodus cooperates with local real estate agents. Agents can be confident when they sell an Ecksodus marketed home to their clients; they will be offering quality and value. It is their goal to offer only quality properties at below market prices creating value for their clients.

Government Technology

srcLogic

Challenge

Prior to selecting CRM.me, the srcLogic team needed an effective way to collaborate, manage opportunity lifecycles, and help customers quickly adapt in order to solve their problems. The company needed to integrate business processes that included engagement management, closing and provisioning of services, team building, training, and the conversion of opportunities into contracts.

Solution

Since choosing CRM.me, the CRM has become the center of gravity for aligning new business, nurturing existing customers, and facilitating collaboration between the srcLogic team. By using the social collaboration capabilities, including the Conversations module, srcLogic has reduced internal email clutter by 50% and are able to communicate in a quick and effective manner.

CRM.me is unique in that if you can figure out how to login, which is really easy, you can get through the rest of it. In a two minute burst, we can add a contact, update an opportunity, create a conversation, and utilize the entire system without needing training.

Harry Clarke, CEO of srcLogic

I'm not a CRM.me expert, but that is the whole point; I don't have to be. CRM.me allows us to do a very effective job managing both customer and team relationships so we can help our customers achieve success.

Harry Clarke, CEO of srcLogic

About srcLogic

srcLogic is passionate about delivering award-winning applications to the US Federal Government. They believe systems should not only meet the requirements and specifications but also exceed the agency milestones and objectives driving the project.

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