CRM Case Study
A CRM for Consultants/Recruiting & Training
Coursecheck uses Really Simple Systems
About Coursecheck
Coursecheck helps people find highly rated training courses by publishing rating and review websites for training providers to showcase their feedback. “It’s like TripAdvisor for training courses” explains founder, Chris Wigglesworth.
Coursecheck has been using Really Simple Systems CRM since February 2017 and it was the first CRM system they applied for the organisation, recommended by their Marketing Manager. Tracking and managing sales leads from spreadsheets became more difficult with the expansion of their sales team. Chris explained “It became unworkable. This meant we had to look for something that would cater for our needs”.
Chris understood the importance of a CRM system. However, he explained “We didn’t want to be paying for a lot of functionality that we didn’t need”. He continues “What we liked about Really Simple Systems CRM was that we could essentially pay for what we needed. It was nice that we could start really small, which is probably the most important factor, when we decided to go with Really Simple Systems”.
CRM Recommendation
Really Simple Systems was recommended by their Marketing Manager. Chris added, “She’d used you in the past with a previous employer. Even though Really Simple Systems came recommended I did look at other CRM systems.” He continues, “We chose Really Simple Systems because it does what it says on the tin. It is simple to use, and not all CRM systems are, frankly” .
Start Small and Scale Up
Chris goes on to say, “Getting started with Really Simple Systems was really easy. There is a low barrier to entry, which made it ideal for us. You could get started with very little money. This meant that we didn’t have to dive into a contract with a more expensive product knowing we didn’t need all the functionalities”.
Chris shares “What we liked about the CRM system was that we could essentially pay for what we needed and scale it up. Really Simple Systems would be able to grow with us. It was nice that we could start really small, which was probably the most important factor when we decided to go with Really Simple Systems CRM “.
Inexpensive and ease of use
Chris goes on to say, “Getting started with Really Simple Systems was really easy. There is a low barrier to entry, which was ideal for us. You could get started with very little money. This meant that we didn’t have to dive into a more expensive product”.
“The ability for our staff to have the most-up-to date information at their fingertips is one of the biggest advantages of using Really Simple Systems”, says Chris. “Really Simple Systems allows Coursecheck’s staff to monitor their customer data, making their everyday work life easier. The CRM system is the key to our business. It provides insight on our data which means we are much more effective.”
“I’ve got calls booked in the CRM, I can see my outstanding tasks, I can plan my work, I can see what the rest of the team is doing. I can look at the sales pipeline – so it’s pretty indispensable”.
Coursecheck has recently also started using the Really Simple Systems Marketing module. Chris continues “We’ve run a few campaigns that have generated several new enquiries for our business already”.
Chris also commented on the benefits the two-way email integration feature and how it has helped as the has business has expanded, “This feature has been useful, the ability to see our customers email communication gives us a full picture of the account”.
Which feature do you find most beneficial to your organisation?
“Firstly, the ability for our staff to have the most-up to date information on all prospects and customers at their fingertips, is one of the biggest advantages of using Really Simple Systems”, says Chris.
Really Simple Systems allows Coursecheck’s staff to monitor their customer data through the contact management feature, making their everyday work life easier. Chris goes on to say “The CRM system is key to our business. It provides insight on data we have which means we are much more effective”.
Our business would grind to a halt without Really Simple Systems! Chris Wigglesworth, Coursecheck
Excellent Customer Support.
“The Really Simple Systems Customer Support is excellent! There have been occasions when we’ve needed to talk to support and I must say that it’s been a very personal and very prompt. It is a difficult balance to strike and I think you have that just about right”.
Small Business Recommendation
Chris concludes, “For someone in a similar situation as myself, I would say it’s important to find out if the CRM systems is right for you? Is it right for your circumstances? Really Simple Systems certainly was right for us. I wouldn’t have any hesitation in recommending Really Simple Systems CRM to a small business like ourselves with aspirations to grow”.
Looking to the future, Chris sees Really Simple Systems playing an import role in their day to day business. With plans to utilise other CRM features such as Reports and Opportunities, Chris says “I’m confident that we’re not going to run out of steam or hit a brick wall when using Really Simple Systems”.
Really Simple System dictates and drives my working day, it is that important to us. Chris Wigglesworth, Coursecheck
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