Challenge

RAV required a new CRM system to replace its legacy database that could align with its financial system, and allow it to manage its business processes effectively.

Solution

Sage CRM was implemented to streamline the appointments process and reduce demands on administrative time, helping to drive productivity across the business.

Results

Sage CRM has changed the way RAV do business with significant benefits seen across client record visibility, report-preparation and the reduction in data double-handling. RAV are now able to see a person’s entire history in one easily accessible place.