Sage CRM success story - Bradford McCormack & Associates

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Sage CRM Customer Success

Bradford McCormack & Associates to meet international standards with Sage CRM Customer Bradford McCormack & Associates Industry Property services Location South Africa Solution Sage CRM

‘Sage CRM has numerous time-saving features that make it possible for us to keep pace with the bank’s growth and not miss a beat.’ Roberta Robert Webster Five Payroll Administrator

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Sage CRM has been successfully implemented at Bradford McCormack & Associates (BMA), one of the top corporate property service providers in South Africa. Mark Bradford, MD of Bradford McCormack & Associates says that from an IT perspective, the local property market is relatively underdeveloped, providing significant opportunities for software developers. He said to fulfil this gap Bradford McCormack’s answer lay in the customer relationship management (CRM) solution and ensuring the company was able to meet the unique property-driven requirements and service level expectations of high-level customers.

Challenge Bradford McCormack & Associates required a CRM solution that would allow them to meet the unique property driven requirements and service level expectations of their high-level customers. Solution Sage CRM provided BMA with a solution that was rich with functionality, easy to use, and has the ability to be maintained in-house. Sage CRM has strengthened the company’s already successful value proposition enabling it to meet international property standards.

Sage CRM not only provides out-of-thebox features, but is rich with functionality, easy to use, and has the ability to be maintained in-house. Sage CRM will strengthen the company’s already successful value proposition enabling it to meet international property standards. The company’s visible profile and brand presence is widely associated with the highest levels of integrity and the delivery of professional and entrepreneurial property solutions nationwide. Bradford says the Sage CRM implementation will ensure that they are able to take the customer experience to the next level. One way to do this is by ensuring that all information regarding critical lease triggers are sent via an alert to clients and internal staff.

Results The solution has enabled BMA to capture and manage opportunities more effectively and has given them a better picture of customers’ portfolios, ensuring rental renewal opportunities are never missed. Using the Sage CRM Workflows, time management and services are processed efficiently allowing them to successfully execute business processes.


Sage CRM Customer Success

‘The solution will also capture specific information relevant [for] Bradford McCormack, and the database of clients and property stock will be easily accessible by management and employees.’ Mark Bradford, MD of Bradford McCormack & Associates

The solution will also capture specific information relevant [for] Bradford McCormack, and the database of clients and property stock will be easily accessible by management and employees,’ says Bradford. He says the company’s agents will have a system that enables them to capture and manage opportunities effectively. The property database will help develop a better picture of a customer’s property portfolio ensuring rental renewal opportunities are not missed. It will also assist with time management and ensure that our services are processed efficiently using the Sage CRM Workflow engine.

The CRM system will create a credible and reliable database of information for Bradford McCormack & Associates. It will also assist with document management and the streamlining of processes. The ease of use will eliminate redundant and duplicated processes, which will enable users to maximise time and increase future revenue and service delivery.

This helps businesses capture the required information successfully and execute business processes correctly.

About Sage CRM Over 14,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success. Accelerate your business success with a free 30-day trial at www.sagecrm.com

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