unleashing the power of act case study credo asset finance
DESCRIPTION
A case study - how to use ACT and Sage E-MaretingTRANSCRIPT
[email protected] 703 180www.CredoAssetFinance.com
Simon Gray“When a finance package means the difference between winning or losing a customer, it’s important to use a company you trust to provide a competitive and reliable service…Credo Asset Finance saves time and money.Rodney Greer, Sales Director of Photostatic
[email protected] 703 180www.CredoAssetFinance.com
Agenda
• What We Do• How We Do It• Who We Help• What We’ve Achieved• How We Use ACT! & Swift Page
[email protected] 703 180www.CredoAssetFinance.com
What We Do…
“We Help Businesses Turn A Profit…
And
We Help Businesses Grow…”
[email protected] 703 180www.CredoAssetFinance.com
How We Do It…East Anglia’s Leading Provider Of Asset Finance Advice And Funding, For:
Vehicles – new & used Plant & Equipment IT & Office Machinery Manufacturing Machinery Farming…
“All Business Assets..”
[email protected] 703 180www.CredoAssetFinance.com
How We Do It…Very Competitive Rates & Full Range Of Funding Solutions:
Hire Purchase Contract Hire Leasing Rental Refinancing
Proud Service Advice Expertise Trust Tailored Speed
[email protected] 703 180www.CredoAssetFinance.com
Who We Help…Business Owners:
East Anglia Limited Companies, Partnerships & Sole
Trades All Sectors, Ages & Financial Standing…
“We Succeed Where Most Fail…”
[email protected] 703 180www.CredoAssetFinance.com
What Have We Achieved…Just Celebrating Our 7th Year…• £78m Total• £48m – Helped Over 3,000 Businesses Grow2012• £14m Total • £7m – Helped Over 400 Businesses Grow• 99% Satisfaction Rate…
[email protected] 703 180www.CredoAssetFinance.com
How We Use ACT! & Swift Page…
ACT!…Of Our Business
Because
Everything We Do Is About Our Customers…
[email protected] 703 180www.CredoAssetFinance.com
How We Use ACT! & Swift Page…
ACT!
Driving Our Sales Process…
Central Database
Text & Email Updates
Smart Tasks&
Triggers
ManagementInformation
[email protected] 703 180www.CredoAssetFinance.com
How We Use ACT! & Swift Page…
ACT!
Enhancing Our Marketing…
Satisfaction Surveys
Keeping In Contact
ReferralsSpecial Offers
[email protected] 703 180www.CredoAssetFinance.com
How We Use ACT! & Swift Page…
ACT!
Enhancing Our Lead Generation…
E Campaigns Mailing Campaigns
Follow UpsTrackPerformance
[email protected] 703 180www.CredoAssetFinance.com
“Helping Business Owners Make A Profit And Grow Their Business…”
Simon Gray
"Without access to fast and affordable finance, businesses are being held back so it’s really important to get it right and not drain cash flow. Credo Asset Finance is a genuine company and I felt they really wanted to help our business."Su Harvey, The Personnel People