Tilney needed a CRM solution to enable them to develop and manage relationships with IFAs and to record the interactions between them and third-parties. They had been using Goldmine but they needed something that was more flexible and could support a broad range of roles across the organisation.

With Sage CRM, Tilney can monitor its marketing activities more closely and monitor and track what material is sent out and how effective it is. Tilney can now segment their markets and customize what they do and make it more effective.

Tilney implemented Sage CRM after trialling the hosted version and were impressed with the flexibility it offered. Sage CRM enables Tilney to manage its relationships and interactions with its customers and third party suppliers and to track and monitor the effectiveness of its marketing activities.