CRM Case Study – IT Consultancy & Support
Introducing CyberTech Digital
CyberTech Digital provides a comprehensive range of Managed IT Support services, specialising in proactive IT support, cyber security and Microsoft cloud. This includes remotely monitoring their customers IT systems 24/7 and resolving any problems.
CyberTech Digital has been using Really Simple Systems since July 2018. Managing Director, Bob Barrett, commented “We chose Really Simple Systems because we wanted something that we could learn quickly and was affordable. The other CRM systems we looked at were either too complicated or cost prohibitive or in some cases both.”
“It was also very important for us that Really Simple Systems was 100% committed to GDPR compliance. Not so much for us personally but from the point of view of recommending it to our existing and future customers.”
Using Really Simple Systems
As a Managed I.T. Service Provider, Cybertech Digital is constantly advising customers on how to protect themselves from cybercrime. This means that recording correspondence is a priority.
Really Simple Systems CRM has streamlined this by making it easy, automatically recording customer interactions, while also providing the ability to send out newsletters and other communications. Barrett explained “We record all of the email correspondence both in and out between all of our customers and prospects. These are automatically captured from Office 365 and inserted into Really Simple Systems as actions. We also use the Really Simple Systems Marketing Module to send out newsletters to our customers and prospects, often warning recipients about the latest cyber scams.”
Integrating Zapier with Really Simple Systems
CyberTech Digital has been using the Really Simple Systems’ Zapier integration to monitor In and Outbound emails. This automatically create tasks in their CRM if the email correspondent exists as a contact. A Zap connects Office 365 with Really Simple Systems which is triggered when it finds an email match in the CRM which then creates a Task in the Account as the action.
Barrett continued “Being cloud a based CRM has significant advantages, but those advantages are amplified by enabling disparate systems to work together.”
Looking to the future
The company’s objective for 2019 is to help customers achieve greater productivity using cloud-based systems and the integration of these systems, with Zapier as their chosen platform for delivering integration.
Barrett expanded “To achieve our objectives for 2019, Office 365, Really Simple Systems, Xero and GoCardless will form the core products we will be promoting. Zapier, and our expertise in it will be our chosen platform for delivering integration between these various systems.”
Barrett concludes “CyberTech has benefited from using Really Simple Systems by capturing customer data automatically and storing it against the relevant client, and by using the CRM as a means of better communicating with our customers. This has helped us to make our brand stand out in a crowded marketplace.”
“Really Simple Systems is a CRM system that is easy enough to be used by everyone and is cost effective. Other CRM systems were either too complicated or too expensive”