PGV Consulting founder Paul Kennedy managed a database of 8,500 contacts in Excel, which became a burden as his client base grew and he wasn’t confident with technology. Relevate cleaned up his templates, removed low value data and set him up on Zoho CRM, giving him a stable database he maintains with ongoing support from his virtual assistant.
THE CHALLENGE
Paul Kennedy, founder of PGV Consulting, runs a Brisbane based business specialising in strategic planning and business development. Paul helps clients build tactical relationships by making strategic introductions between accountants, lawyers, tradies and other professionals based on their ideal client profile, location and business size.
Managing this network meant tracking more than basic contact details. Paul recorded LinkedIn connections, endorsements, interaction history, priority level, occupation, industry, specialty area, location, outstanding follow ups and email consent status for each contact. With a database of 8,500 people, Excel spreadsheets became a burden. As an accountant by training rather than a tech person, Paul knew he needed a CRM but wanted a straightforward process without jargon.
THE SOLUTION
Relevate CEO, Avon Collis reviewed Paul’s existing templates and cleaned them up. “Avon looked at my templates and tidied them up,” Paul said. “There was just so much stuff there that wasn’t adding any real value.” Low value and outdated data was moved to the background, leaving records that were cleaner and more directly relevant to the business.
Relevate then set Paul up on Zoho CRM, giving him a system built to support ongoing data maintenance. Paul now works with a virtual assistant to keep the database current: bounced emails trigger a report, and depending on whether a contact is connected on LinkedIn, Paul or his VA follows up there or by email to update details. “We’re constantly sweeping and cleansing my database using Zoho CRM and keeping it as up to date as possible,” Paul said.
THE OUTCOME
PGV Consulting now runs on a database that is stable, accurate and easy to use. The cleanup removed clutter that wasn’t adding value and the new Zoho CRM setup gives Paul a reliable system that can support his client base as it grows. Relevate continues to work with Paul on optimising email templates and streamlining his digital processes going forward.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
