CSols Ltd is a software company that provides analytical laboratories with solutions which streamline their procedures to meet their specific testing needs.
Historically, to fulfil their CRM needs the sales and marketing team at CSols Ltd had purchased several copies of Sage Act! However, when Kevin Jones joined the company as Sales Manager, he found that the copies of Act! were loosely connected and vital customer information was commonly stored in files on a shared server or, worse still, was held in people’s heads and in personal folders.
With a distributed support team there was a clear need for a cloud-based CRM solution to which could be accessed by all staff regardless of location. Ultimately it was the breadth of services and flexibility available in Workbooks which made it the ideal fit for this specialist solution provider.