Assistive CRM Helped Presto Express Increase Sales

Presto Express is a UK-based company that offers next-gen restaurant management tools, including restaurant EPOS systems. Their tools make it easier for restaurants to take orders, increase operational efficiency, and forecast sales. Presto Express's sales team goes on pitches to potential customers and follows up with them. The company needed a way to manage their sales process efficiently, including updating meetings, reminding for follow-ups, updating product demonstrations, sharing estimates, and sharing order details. They turned to Assistive CRM to help them streamline their sales process.

Approach

Assistive provided a customized cloud-based CRM solution to meet Presto Express's specific needs. The main steps taken during the project implementation were:

Needs Assessment: Held meetings with Presto Express's key stakeholders to understand their sales process and identify pain points.

Customized Solution: Developed a customized CRM solution that allowed the sales team to update meetings, set reminders for follow-ups, and track product demonstrations.

Training: Provided training to the sales team to ensure they were comfortable using the CRM solution.

User Activity Monitoring: Monitored user activity to quickly address usability issues and constraints critical for rapid adoption of the system.

Reports and Dashboards: Developed a set of reports and dashboards to monitor sales performance and identify areas for improvement.

Outcome

With the customer relationships more effectively successful implementation of Assistive CRM, Presto Express was able to streamline their sales process and increase sales. The key highlights are as follows:

Improved Sales Process: The CRM solution allowed the sales team to update meetings, set reminders for follow-ups, and track product demonstrations, making the sales process more efficient.

Increased Sales: With a more efficient sales process, Presto Express was able to increase sales and revenue.

Better Customer Relationship Management: The CRM solution allowed Presto Express to manage its customer relationships more effectively, leading to increased customer satisfaction.

Actionable Insights: The reports and dashboards provided actionable insights into sales performance, allowing Presto Express to identify areas for improvement and make data-driven decisions.

Overall, Assistive CRM helped Presto Express increase sales and improve their sales process, leading to better customer relationship management and actionable insights into sales performance. The customized solution, user activity monitoring, and training provided by Assistive were critical to the success of the project. The reports and dashboards provided by Assistive allowed Presto Express to monitor sales performance and identify areas for improvement, leading to increased revenue and customer satisfaction.