EXECUTIVE TRAINING AND CONSULTANCY LTD

ETC specialise in working with small business owners and franchise owners to grow and become more profitable. They were previously using Excel spreadsheets to keep on top of their projects, sales and marketing. They wanted to be able to automate workflows and see clearly, where their associates and clients were in terms of course management. We have implemented a bespoke version of the project management module so they can schedule their associates and plan for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. They can now compare forecasts with real timesheets for increased profitability. They also wanted to utilise the CRM, sales pipeline and email marketing functions.