ATM is a privately owned business, with over 40 years of industry leading experience in vegetation management, fencing, landscaping and ecology contractors.
The need for CRM
Phil Townsend (Bid & Estimating Manager) had used Gold-Vision previously at another organisation, leading to the recommendation for ATM to give it a try. Prior to their CRM implementation, ATM were using an in-house solution, but were finding it difficult to:
- Have clear visibility of bids
- Track bid statuses
- Understand pipelines
- Coordinate next steps
In some cases, data was being captured and monitored on spreadsheets, however sharing this amongst the team and keeping it up-to-date became a chore.