Hallam had been using standalone software and spreadsheets to manage their projects, deliverables and staff. Recognising that their system was becoming outdated, they looked to implement a cloud-based CRM platform, to improve performance and increase automation.
A complete Podio CRM system was created. We made use of Globiflow for some automated processes, alongside bespoke scripts using the Podio API to assist in the management of deliverables and gathering metrics. Multiple workspaces were created to provide separation between departments, as well as an intranet area for general communication.
The creation of project deliverables became fully automated, as was the process of converting sales into live projects. Reports are used to assist with resource management. Monthly metrics are stored for regular reviews.