Advantedge are specialists in providing cash flow solutions to UK small and medium-sized businesses to help their businesses grow. Established in 2001, our business has grown to become one of the leading privately-owned invoice finance companies in the UK. Advantedge have seen a continuous period of growth and are currently providing over £60m of funding support to UK businesses who are seeking flexible and competitive finance for their businesses.
As a business, we are constantly searching for new approaches to understand both prospects and customer needs. We needed a CRM system that could collect and record our MI (management information) data about our contacts in an easily accessible way.
We wanted a system that allowed us to carry out the ‘deep dive’ analysis we need to continually improve our service. Our new CRM needed to align with our business practices, being flexible enough to enhance, rather than re-write, our internal processes.
How Gold-Vision addressed the challenge
From our first contact with Gold-Vision’s sales team, through to our project consultant, the team took the time to understand what we needed a CRM system to do. They helped us to build a platform which helped, not hindered, our workforce’s ability to complete their day to day jobs.
Now that Gold-Vision is up and running our stakeholders are able to make better informed decisions, both from a customer and a business process point of view.