The AIC Increases Efficiency with CRM and avrion “Avrion were professional and confident. They knew exactly what the AIC needed, and they delivered an effective contact management solution, bringing further tangible benefits to our organisation.”
Company Company Nam Nam e e
Riders for Healthof Investment The Association Companies
- Joanne Ross, Office Manager, the AIC
Industry Other Community, Social and Industry Personal Activities Financial Service - Investment Trusts
URL URL www.riders.org www.theaic.co.uk Number of CRM Users 15 Business Benefits
Right solution for the task and
Business budget Challenges Some info here Increased Efficiency – save
time through improved contact management and Solution easierEnterprise appointment making Maximizer 9 CRM SQL Better informed teams – hold more information Business Benefitswhich is more accessible • One central database for all
information Provision of a scaleable and 100% reliability functional contact Increased efficiency in management solution managing Day of Champion ticket sales • Significant time saving when www.avrion.co.uk sending monthly email newsletter • Ability to track all events, plus grant and sponsorship applications • Quick and easy in-depth searches • •
Com pany back ground Since 1932, the AIC has been the non-profit making trade body of the investment trust industry representing investment trust companies and their shareholders. It has strong relationships with investment advisers, stockbrokers and private client managers who are involved in recommending investment trusts.
Time f or change The AIC has a continually growing database of members, suppliers, journalists, press departments and industry contacts and needed to support it with an easy to use, scaleable CRM system. As the AIC contact database had swelled over the years, so did the demand on its IT infrastructure. An upgrade of the organisation’s server meant that its previous CRM package, supplied and managed by another partner, had become clunky and inefficient which was compounded by more staff trying to use the system. The AIC was experiencing regular crashes of its CRM package and staff were reporting that customer service was being compromised. Joanne Ross invited avrion to respond to the complexity of the AIC business needs. Using a technical and business process audit to identify how to rectify the problems the AIC had with its customer management system, avrion recommended a system upgrade and presented the AIC with the technical benefits that the upgrade would offer, how the look and feel would improve and what adaptations may be required to get maximum benefit from the new system. Avrion then specified each stage required to integrate the new system with the AIC’s existing infrastructure so that everyone understood how the process would be managed.
More contact, m ore of the time Avrion aims to deliver clear business benefits with every implementation. Having demonstrated a comprehensive understanding of the AIC’s organisational needs, avrion proposed an incremental, productbased approach, which enabled it to implement in line with their budget. As part of the AIC’s general IT restructure, avrion supplied and implemented the CRM solution in February 2003. Avrion consultants visited the client site to restructure the AIC database to fit its requirements and allow scope for future developments. Once installed , avrion demonstrated the completed system before it went live to ensure total fit against plan. Since implementation of the new solution, the AIC’s ongoing support contract with avrion means that periodic SLA assessments and technical reviews of system operation are carried out to protect against ‘error creep’. The new system has improved the recording of contact-related tasks. Now, the AIC’s staff use the email composer with a tailored template that has the look and feel of MS Outlook; and the calendar to share meeting information among staff. The upgrade has also improved the level of contact information categories that the AIC assigns to its database which has had a direct impact on the effectiveness of searching across the database. In addition, small features within the package, such as being able access addresses directly from the database, have delivered noticeable time savings.
“Avrion were professional and confident. They knew exactly what the AIC needed, and they delivered an effective contact management solution, bringing tangible further benefits to our organisation” Joanne Ross, Office Manager, the AIC. Avrion presented sound ROI by balancing the need for successful project delivery and sensible budget control. As a solution provider for life, avrion philosophy of partnership allows the AIC to respond to changes in business climates and advances in technology. This means that the AIC has the right customer management system to suit its business as its operations continue to increase.
Company Nam e The AIC
Industry Financial - Investment Trusts
URL www.theaic.co.uk Business Benefits
Right solution for the task and budget Increased Efficiency – save time through improved contact management and easier appointment making Better informed teams – hold more information which is more accessible Provision of a scaleable and functional contact management solution
www.avrion.co.uk
W hy avrion? With avrion, you will attain a prospect “Avrion ensured we had very little interference with our dayto and customer day business operations when implementing the CRM solution. management We no longer need to pay expensive call out fees for technical system that can make your business support as we just pick up the phone and avrion troubleshoots more efficient. We any niggles there and then” support you in line - Joanne Ross, Office Manager, The AIC with your business needs, so that you gain a robust, cost-effective solution. We are clear about how we work as team, with our suppliers and with you, our clients. We only recommend CRM applications that we have evaluated and approve of. Assisted by our avrion client care process, our teams deliver the right results across a wide variety of industries and organisations. Our avrion client care process has been designed so that the work is as simple and painless as possible for you ensuring our responses are perfectly aligned to the complexity of your needs, making certain that nothing is overlooked and that every CRM solution is a success. Please visit our web site (www.avrion.co.uk) to understand more about how we work, and why we are consistently recognised as a leader in our industry.