Thomson Financial’s Australian operations realised that they needed a solution that would help them better manage their workflow and to increase their ability to service their clients. They also needed a solution that would provide them with comprehensive reporting information.

Sage CRM was chosen for its powerful workflow engine and web services interface. Users found the system easy-to-use and Thomson Financial was up and running with Sage CRM quickly.

Sage CRM has allowed Thomson Financial to develop an application that is closely aligned with the business processes they wanted to automate, as well as providing strong integration capability and depth of functionality. Sage CRM has allowed them to re-structure the business to achieve greater client focus and offer superior levels of customer support.