MercuryCRM to drive business relationships at The Will Advice Company
Posted on: 27/03/15
The Will Advice Company is team of Will writers trained and accredited through the Institute of Professional Will Writers. After trading since 2008 the company decided that it was time to re-launch the business with a new website by moving to a more integrated approach between on-line and off-line.
In addition to the website, Target has delivered their Mercury customer relationship management software to help store and manage customer data and business enquiries.
With many years of experience and the understanding of the needs of individuals and families for will writing and estate planning. The Leeds and West Yorkshire based company are taking a step forward with a new brand, new website and a CRM application that will drive business forward for their clients as well as their Introducers.
‘The CRM system has allowed us to gain complete control over our customer relations and keep on top of all our clients’ needs. With Mercury I can plan my days accordingly and get an overview of all the work that needs to be done and have complete clarity of what the team around me are doing.’
Virginia Hashimi, Managing Director at The Will Advice Company
The data management system, Mercury CRM is a hub for business data; managing all customer/supplier information and staff workflows. The tailor-made and personal software increases business efficiency and profitability by having every piece of information you need, right where you need it.