When the team at FreeAgent sat down with Dynamic Plants to help them address the challenges they faced, they helped create a plan that Dynamic Plants could implement right away. First, FreeAgent showed the Dynamic Plants team how easy it was to import all their account information into FreeAgent, transforming a series of spreadsheets and documents into a centralized repository of customer knowledge. This data was now much more accessible thanks to the advanced search and filter features of the FreeAgent platform. The next step was integrating the Dynamic Plants call system into FreeAgent. Now, calls could be made right from within the platform, which meant their reps didn’t have to jump from one application to another, wasting time and drawing away focus. Every call was also logged and time-stamped so everyone could see when a customer was last contacted and by whom. Emails functioned much the same way. Suddenly, the whole Dynamic Plants team could see the communication history of all of their clients quickly and easily. With these preliminary steps taken, Dynamic Plants was now able to see the status of their customer accounts, track their team’s activities, create stunning and easy-to-digest reports, assign tasks remotely, design efficient workflows and processes, and much more.
Going forward, the Dynamic Plants team has plans to implement targeted marketing campaigns based on accurate and up-to-date analytics, create custom email templates to align messaging and save time, and explore their processes to find opportunities to further utilize FreeAgent’s advanced automation and workflow features. As Dynamic Plants continues to grow and evolve, FreeAgent will be there to offer the guidance, support, and the tools they need to take their business wherever it needs to go.