However, John Graham needed a way of keeping track of quotes and sales orders right alongside customer and prospective customer details, so his team could go on creating high impact designs for their customers. He turned to OpenCRM to solve this administrative need.
OpenCRM worked with John and his team to ensure that their new CRM system fulfilled all of their needs. Foremost in their key requirements was a desire to simplify their customers’ journey. They wanted their customers to be able to view and sign sales orders without having to worry about email attachments and faxes.
Their OpenCRM Solution
By using the out-of-the-box Customer Portal that any of OpenCRM’s customers have access to, we ensured that there would be no problems linking to their system. But, by working with the team at Distinctive Publishing, this portal was fully integrated into their own website, making sure their customers’ journey was always on brand.
More recently, Distinctive Publishing decided to utilise OpenCRM’s Campaign module, giving them the opportunity to combine their skill at creating effective and unique marketing designs with a streamlined and organised way of managing both the release and the results of a marketing campaign.