Case study CRM for services company: Agilos and Efficy CRM
Logo Agilos

Agilos and Efficy CRM : Case study CRM for services company

About Agilos

Agilos is a consultancy company with 25 employees which was set up in 2009.

It specialised in Business Intelligence and in particular the business intelligence software Qlik.

What were their initial needs?

Agilos’ initial needs were simple:

To set up a central database.

Archiving external communications made to prospects and customers by email, letters, offers…

Centralising internal communications about customer projects, (tracking, requests…)

And finally Agilos wanted to have a complete history of all that had been said and actioned with a contact or business.

Why choose Efficy CRM?

Agilos looked around the CRM market and selected Efficy for a number of reasons:

Their excellent 360 approach to customers, with a view of data from both a business perspective and that of customer service with a good intuition of how to make use of this information.

With Efficy it didn’t take long to learn how the solution operated.

A broad functionality coverage which answered most of the standard Agilos business requirements with, in addition, many other development options.

A Cloud offer, making it possible for a small business like Agilos to not have to manage the application on their servers. For a small structure like Agilos, to have a Cloud CRM was much simpler to manage.

What has Efficy changed in your business? « With Efficy, we’ve created a backbone to our information » highlighted Gilles Hocepied, Sales Director at Agilos.

« Today information flows between everyone involved, and now there is one place where everything is centralized for each customer whether it is licences, completed consulting data, emails, problems … We now have a central information system, and that’s thanks to Efficy.» says Gilles Hocepied,.

What future developments are in the pipeline?

For the future, Agilos would like to set up its invoicing system in Efficy, to be able to have a more complete view of the forecast, (opportunities) and the actual, (invoicing).