As Capital Waste Services began to implement FreeAgent, they began to see the benefits immediately. The sales team suddenly had a single source of truth for all of their prospect communications. Every email, every call, and every proposal was right in front of them. Additionally, as they began to utilize the task management capabilities that the platform provided, they found they had to spend less time in the morning preparing for the day ahead. FreeAgent could tell them who they had to call that day or what the next steps were. This meant the sales reps could focus on what they do best- getting in front of prospects and showing them how to solve problems and provide value.
For the leadership team, the benefits were equally abundant. First, reporting became a breeze. Since FreeAgent contained all their essential data, it was easy to set the parameters and let the system work. Once a report was created, it could be duplicated weekly, meaning less time was needed to prepare for meetings or share information with colleagues. Custom dashboards worked much the same way and gave the user all the relevant metrics they needed at a glance. The number of proposals made, activities performed, and emails sent were all there, and it could be filtered by rep, region, or role. These dashboards could be pulled up and viewed in real-time in meetings, allowing for an accurate and easy-to-digest accounting of the business.
As Capital Waste Services continues to grow, they will be able to see in great detail what is working, and just as importantly, what isn’t. This will allow them to make more informed decisions on the procedures and processes they use and what marketing channels are most effective, what leadership strategies garner the best results and more.