Challenge

A decline in membership figures for ifs, led them to re-position itself as a business school focussed on providing advisory and support services to the financial services authority. This challenge meant that the school had to build effective and lasting relationships with this new target market.

Solution

Sage CRM was customized and to enhance the sales process, to improve the way clients were managed and to better track communications and customer activities.

Results

Sage CRM enabled the ifs to tailor its product offerings to suit individual clients and specific sectors. This has refined and improved the corporate sales processes based on an in-depth understanding of what is sold where, when and how. With Sage CRM, the ifs has opened up more sales opportunities, through better client management, without expanding its sales force.