Easi have been established for 30 years as a provider of Novated Leasing, a tax effective method of running a vehicle. With complex backend software and systems in place, combined with a relatively intricate sales and customer support process, it quickly became apparent that a more robust and sophisticated CRM was required to help take the company to the next level, to help deliver on the ambitious growth objectives.
Beginning with a deep-dive discovery, we were able to clearly articulate what Easi were actually trying to achieve; aligning this ambition with their predefined growth objectives to create a detailed scope of works for implementation.
- Multiple deal pipelines
- Social channel integration
- Paid ads integration
- Forms
- Calendars
- eDM builder
- SMS integration
- Aircall phone calling integration
- Multiple dashboard reports
- List segmenting
- Landing page development
- 50+ workflows developed
- Property management and creation
- Custom API integration
Through higher levels of accountability, faster responses, more touch points and greater efficiency Easi recorded three consecutive record months in sales not long after implementation.
This was just the beginning. After ensuring the house was in order we implemented a vast range of digital campaigns and tools to fuel the digital marketing strategy.
Project credits
- Digital Strategy
- CX Mapping
- CRM Implementation
- Rhett Ardon
- Vince Baker
- Darren Harper
- Chris Nelson
- Digital Strategy
- CX Mapping
- CRM Implementation
- Rhett Ardon
- Vince Baker
- Darren Harper
- Chris Nelson
