Managing thousands of clients and their legal matters is a time intensive and difficult process. Sapere were asked by TBI, to create a bespoke CRM Software Application which would connect to and utilise their current in house system – ‘LawSoft’.
Managing leads and enquiries for any business is a challenge, but add to the equation multiple sites, multiple departments all with differing needs and multiple channels to make enquires then this makes the task more challenging.
With multiple systems and methodologies in place the business needed one CRM software application to manage the process from end to end.
From consulting with the different departments and offices Sapere were able to design and develop a fully bespoke web based solution using ASP.NET. The bespoke software solution provides one area for all enquiries to filter through into the company’s workflow whilst providing real-time reports on the value and best areas for future marketing spends. An additional iOS mobile application was built to facilitate the management of events.
The TBI CRM Software Development was completed to provide one system to capture and manage all business enquiries and leads, with a dual purpose of enabling the business to clearly understand where their business was coming from.
The analysis of which could then be used by the marketing team to make more informed decisions on where to spend the marketing budget for best return.
The following business benefits have been realised since the legal web application development went live.
Sapere Software had already been in discussion with the business before I came on board at Tilly Bailey & Irvine but from the minute I met Paul and his team I knew this had been a good choice. Understanding the logic for how things need to work in a user journey is mind blowing but Paul is a very calming influence. He guides you through your requirements every step of the way and he was very patient when we came…
Sharon Williams - Tilly Bailey & Irvine - Marketing Manager
We needed our systems to be more robust and to produce reliable data that would inform our business decisions – Sapere delivered just that. The company resolved the issues we had been experiencing and worked to create a platform that could grow with us. We were so impressed, we have continued to work with Sapere for additional projects.
Kevin Brown - Pacifica Group - Group Managing Director
With more than 10 years' experience providing solutions for the financial sector, the team at Sapere are talented, professional and good fun to work alongside. We spent 40 hours with them detailing our specifications and I was extremely impressed with how well this was captured. They really understood the intricacies of our business and have helped improve the working environment for staff. The new digital system they've built has addressed the frustrations of our previous system, especially in reducing the…
Phil Carey - Chief Executive of Tees Mutual and Managing Partner at Careys Personal Credit
I wanted a software solution that would both allow my business to grow with more ease and give my domestic and commercial clients a better experience. I approached several companies but decided to go with Sapere due to their professional and easy to understand approach to software development. I knew where I stood at all stages of development and having my own go-to contact in the development stage meant the process could be more organic, with things changing along the…
Andrew Hancock - Owner
Sapere really delivered on this project. From the outset they took the time to understand each element of the business and then built a solution that not only met the needs of the business but developed a solution which can be adapted to suit the developing utilities market.
Andrew Richardson - Troocost CEO
Active Chartered Financial Planners have used Sapere's services for many years now for all of our software solutions inc Web Design, Web Hosting and most recently, building a brand new Client Management Database. If you are looking for a local, personal and knowledgeable IT service, then look no further than Sapere Software
Karl Pemberton - Active Chartered Financial Planners - Managing Director