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Helen Brett Is Able To Collect Money Faster And More Efficiently

Helen Brett Enterprises is a 4th generation family owned business.

The company started life when the family put on a cash and carry jewellery and gift trade show, and it has now grown to become the leader in cash and carry trade show production and management in the United States.

An outdated paper-based system was causing havoc for the sales team and the company realised that they needed a CRM system which would enable them to keep track of all the buyers, sellers, people, and organisations that they were contacting.  Having evaluated 15 different providers the choice of Workbooks was unanimous – and the sales team now has the visibility it needs to track customer relationships and improve speed at which cash enters the business.