INSIGHTLY SOLUTIONS THAT WE OFFER
Our Company had experienced significant National growth, yet had an antiquated computer package that supported the operational structure. WFM enabled us to separate the operational structure within our Company into a specifically designed reporting system, which further enabled an enhancement of reportable features. This lead to a greater understanding of our operational function and identified areas that needed focus.
Envision assisted in the entire process of package choice and implementation, all the way through to training and staff implementation support. The Company did efficiently and effectively and it would not have been such a successful implementation without them.
I would recommend WFM to any Company with a range of cost centres and operational activity levels, as the program effectively consolidates the information with ease. Its reporting structure enables the information to be extracted in a timely and accurate manner and it has changed the way we process as a Company from an operational perspective.
“Workflowmax provides all the time & cost management we need to deliver our projects online and accessible to all our staff.Now that we have added Xero, with help from the team at Envision, our project management, invoicing and accounts couldn’t be easier.”
“Rod and Envision successfully and passionately led our Company through significant change in 2016. Having experienced significant growth in Australia and overseas, and having outgrown our old computer system, Rod guided us through appropriate options to the right solution for our Company, thereafter training and cushioning our team across Australia through the change. Rod’s perception, passion and professionalism were at the heart of his leadership at all times. We are proud to be aligned to Rod and Envision in our current and future endeavours and are experiencing the integrity of operational and financial information at a level now that has never before been experienced in the Company.”
“Rod is a high energy customer focused problem solver, and his knowledge of systems and development of training platforms is second to none. Rod is s person of high integrity and I have no hesitation in recommending him.”
“After working with Rod for over a year in various roles, I can confidently say he is an asset to any business who chooses to engage him. His professionalism, knowledge, efficiency and ability to build relationships are second-to-none, and I thoroughly recommend getting in touch if you’re looking at improving business efficiency.”
“Rod is one of the few people I know who always actually delivers on each promise he commits to the degree that people always actually want to deal with him. Personable, professional and focussed. I highly recommend Rod as a professional in his field.”
“I have known Rod on a professional basis for 3 years now and in all encounters I have had with him he has been hugely focused on achieving efficient and productive outcomes for businesses, through constant improvement of the people and the systems that they use daily to operate. Rod has a passion for training people and helping them grow and his enthusiasm is infectious. We are happy to call Rod a strategic partner of Mortgage Choice.”
“Rod’s integrity is outstanding and his attention to customer service second to none, I would be happy to work with Rod again in any forum and believe he is more that capable of assisting any business to grow both in terms of systems and process and marketing.”
“Rod is focused not just on the issue, but also on ensuring ongoing quality service and customer satisfaction and is committed to developing the report and customer relationships to make a strong partnership that continues to assist the business long after the solution has been provided.”
Rod provided excellent training services in the areas of Human Resources, Business Development, Accounting to ensure all participants understood and were able to apply best practice systems to their organisations.
Highly recommended for Virtual GM and HR system development. It was a pleasure to observe him and work with him as a colleague over the years.
WHY INSIGHTLY IS THE CHOICE FOR
800,000 SMALL BUSINESS OWNERS
ALL ACROSS THE WORLD
Sure, there are a number of CRM’s in the market but what makes Insightly CRM stand out is it’s ease of use and it’s price point for the power it possesses. Not only does Insightly manage your contacts and leads, it’s a full blown CRM and Project Management tool that not only helps to manage your potential and existing clients, it also helps to manage you. If you’re looking for a CRM that will not only help increase sales and profitability but productivity and overall performance of your business, speak to our team about our Insightly solutions now.
HOW INSIGHTLY & OUR INSIGHTLY CRM EXPERTS
WILL HELP YOU BOOST PERFORMANCE & PROFITS!
Insightly boasts an impressively powerful CRM component that allows you to effectively manage your new business opportunities and keep you on track with who’s who on your hit list, who needs contact, what proposals have been sent, how much deals are worth, future cross-sell opportunities and more.
Aside from the CRM, it has additional functionality that help you to boost performance by managing…Everything! Your next email, your day, your projects, your workflows and it will even integrate and share data with most of your other business platforms, which helps your business to be more productive.
MORE THAN JUST A CRM!
IT’S A COMPLETE SOLUTION FOR LEADS,CONTACTS, PROJECTS & SYSTEMISING YOUR BUSINESS
Insightly isn’t just a CRM, it bolsters a fully fledged Project & Workflow Management component and also gives you the ability to tap into and share data with all of your online systems. Gone are the days where you need five independent systems to manage your business and your contacts. Let Envision set your business up for success with Insightly CRM!
SETUP, IMPLEMENT, MIGRATE,
INTEGRATE, AUTOMATE, TRAIN & SUPPORT!
Envision will setup and implement Insightly CRM into your business and help you to migrate your data from another CRM or Project Management system. We will integrate and automate all of your lead generation, sales and operational efforts. Above all of that, Envision Strategy Solutions will train you and support you to ensure that you’re getting the most from your CRM. Call us today for an obligation free consultation!