GYSC

Four years ago, we were working with the good old method of using an Excel file and an email box, which wasted a lot of time in circulating information internally and efficiently dividing up tasks, especially for production and billing cycles.

We were looking for a tool that would allow us to structure our activity management and internal organization so as not to pass on to our customers the difficulties we were encountering in managing accounts.

“Our objective was to gain fluidity and especially productivity in our daily work organization.”

When we were looking for a CRM solution, we looked at a lot of tools, from the largest to the smallest, and in the end we quickly found Efficy.

Four years ago, it was the only full SaaS tool, which was a strong prerequisite in our business, where we work on different campuses. From the integration of third-party solutions such as Gmail or our Sage accounting tool, to the customization of the tool, we were able to transcribe our codes and our business language into the solution for easier acceptance of the change by the teams.

Another important point in our decision was the fact that Efficy is a publisher and integrator of its own solutions. I know from experience that it’s more complicated to work with publishers who relay to third-party integrators.

The support provided by the Efficy teams during the deployment phase was very intense and of a rare quality. We established a relationship of trust with the Efficy teams, who were completely honest about the feasibility of the projects we wanted to implement, our expectations for the tool and the technical constraints.

A CRM can’t do everything. The Efficy consultants were able to show us the constraints that you hadn’t yet identified.

This total transparency and the business expertise of the people we spoke to allowed us to save invaluable time, which made the difference compared to other publishers.

Thanks to CRM, we benefit from transparent information on our customers with a history of the last 4 years centralized and accessible in an autonomous way for our employees. We have a global visibility of the whole activity with a considerable saving of time to access the relevant information.

We have also structured our production, we know exactly where we stand and communication between our two sites is simplified. Without Efficy it would be very complicated to work today. CRM has allowed us to free up our teams’ time to use their productivity for our business development. Efficy CRM is a support and growth gas pedal for our company.