As soon as Moving Targets added FreeAgent to their team, their work to achieve all of their objectives began. The first step was to port over all of Moving Targets’ account information into the FreeAgent platform. FreeAgent offers a robust toolset that allows the team at Moving Targets to work from right within the platform. This meant that once the MovingTargets team had an account entered into FreeAgent, everything they needed to support the account was right at hand. The communications history, detailed notes, campaigns both old and new— everything was accessible quickly and easily. The team no longer needed to refer to old emails or dig through multiple spreadsheets to support a client. Instead, everything could be viewed in as little or as much detail as required. What’s more, the data could be compiled into glanceable, detailed reports for higher-level oversight.
Next, Moving Targets began rolling out the new system to their team. They showed them how easy it was to use, and they showed them how to create custom views that helped to access and visualize the information they needed. The benefits of this were immediately recognized by everybody, from managers to agents, as was the intuitive user experience that FreeAgent provided. Soon, everyone was working together in a way that was not possible before.
As the Moving Targets team became more familiar with the FreeAgent platform, they customized it to suit their needs. They created custom fields for more detailed metrics tracking, which helped them begin refining their day-to-day workflows to improve efficiency and efficacy.