Custom CRM Dev for Financial Services Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the vice chairman of a credit card processing organisation.
Desired goal
What challenge were you trying to address with Go Fish Digital?
We were looking to outsource outgrowth for edifice our own CRM. We also have three different websites, and Go Fish Digital has helped us with all.
Provided solution
What particular tasks were Go Fish Digital responsible for?
Go Fish Digital developed a complete CRM that we use to handle our salesnation. It’s a fully customized solution that caters to our needs. We initially looked at existing CRMs in the market, but they didn’t fit our needs.
I gave Go Fish Digital the main idea for the CRM, but they added their own ideas as well. The method is online and helps us superintend our salesnation. It has an automated report age office. This allows me to engender a report in five minutes instead of days.
Was there a dedicated team?
I deal straightly with Dan (COO, Go Fish Digital), he’s an astounding guy. We met a few nation from their team, and they’ve viwebsited us a few times.
How did you come to work with Go Fish Digital?
I was referred to them by a friend who works for a big confirmation. We began with a little project and continued with a bigr one.
What is the terminal result of working with Go Fish Digital?
We began working with Go Fish Digital in June 2016. The leading rendering of the CRM was artistic within three months. We recently rebuilt it, and it was artistic in December 2019.
Results achieved
Are there any measureable or plum results?
Go Fish Digital did all we asked for, and they’re up to date with the latest technologies. Their work has cut down my processing time and payroll. If it wasn’t for them, I would have had to add three additional nation for the same work. We have salesnation outside the US, and they’re using the CRM software too.
How did Go Fish Digital accomplish from a project handlement standpoint?
They were astounding at project handlement. We used emails to adjoin. I have Dan’s cell phone number and email address, and can even touch him on weekends if we have an effect.
What is (from your point of view) the key factor to pay observation while intercourse with Go Fish Digital?
I’ve been impressed with their powerful interaction.
What aspects of their work would you like to get improved?
Everything was okay. I have no complaints.
