ag-Grid is a rapidly expanding tech company that needs to manage a high volume of leads, inquiries, quotations and deals. They have chosen BriteBiz to power their sales process.
Managing their Sales Process
Customer Relationship Management (CRM) Made Easy
John Masterson, ag-Grid’s Customer Experience Manager, was particularly adept at heading up the task of choosing a solution having previously worked in the CRM space. His focus was on finding a solution that could immediately tackle several key problems while possessing the capability to evolve with their business. Unimpressed and familiar with many of the existing options, a demo with BriteBiz was enlightening.
“I was immediately taken by how easy-to-use the system is, the intuitive interface, how quick it was for me to find everything that I need… the number of inquiries, amount converted, the sale pipeline…it was all presented in a very straight-forward manner.”
ag-Grid have found BriteBiz so empowering that they are now using it to manage their entire sales process. It drives their systemized contact schedule and follow-up strategy, a crucial element of their overall sales strategy. This is supported by templates which have reduced the time it takes the company to respond to inquiries down to a matter of seconds.
“I wanted a system that our staff can use with very little training required and that also wouldn’t take me long to figure out. We have no doubt that it’s improved our conversion rate.”
2017 is an important year for ag-Grid as the process of renewing existing contracts begins. As BriteBiz is integrated with PandaDoc and Xero, ag-Grid will be able to seamlessly manage their quotes and contracts process with these tools centrally. ag-Grid will also avail of the BriteBiz integration with Mailchimp in order to power their email marketing campaigns.
ag-Grid is an excellent example of a BriteBiz client that took an incremental approach to implementation. Too often companies try to solve fifty problems at once instead of choosing a number of core processes to streamline first. BriteBiz is a solution that prides itself on being able to fit around your strategic vision and timeline. We solve the problems you need solved, not the problems we want you to solve.