French Duncan Develops Business And Reduces Time Spillage With Workbooks

French Duncan is a leading independent provider of professional services, including audit, tax and specialist advisory – delivering a wide range of integrated solutions to business and private clients in the hospitality sector from a base in Scotland.

French Duncan is passionate about helping clients achieve their business and personal goals.  As part of the commitment to listening to clients and delivering client focused solutions, they needed a CRM which could help to streamline client information management and reduce time wastage from looking for information in different sources.

Having implemented Workbooks the feedback has been extremely positive, with numerous new client benefits.  With a ‘single view’ of each client the team are able to respond more efficiently to enquiries and spend less time searching for phone numbers. Sales and marketing have the insights they need to enable cross-selling and client service teams can record (and bill for) any value-added services that they provide.