How Amesto Global achieved an average response time of 9.5 minutes with HaloCRM.
9.5 minute average response time
Enhanced client experience with re-designed portal
Improved visibility of tasks and workload across the system
Customer
Amesto Global
Industry
Financial
Tickets
400+ per month
Customer Since
2023
At a glance
Requirements
Amesto Global needed a more efficient way of managing customers and enquiries, as email and spreadsheet management were no longer working for them due to their growth rate.
They were looking for a flexible platform that could be modified to suit their model rather than a stock standard platform that could not scale and grow with them and their evolving client base.
They needed a solution that could increase productivity with clear and simple workflows and standardised processes across the system, as well as a system that has standard GDPR practices and clear security practices in place.
They also required a value-add external, password-protected portal to provide a centralised location for clients with a humanised feel – so clients feel as though they are talking to a person, not a system.
Solution
- Bespoke, flexible system that can host all of Amesto Global’s processes
- Able to implement workflows to standardise practices across the department and increase productivity and efficiency
- Simplistic configuration – gives Amesto Global confidence in changing their portal seasonally
About Amesto Global
Amesto Global specialises in delivering bespoke accounting, financial reporting, payroll and compliance services globally, currently supporting clients with evolving requirements across various markets. Their mission is to simplify business for their clients’ growing operations on a global scale.
The boutique, partner-led firm thrives on collaborative partnerships with like-minded clients, valuing the importance of having full and absolute partner access as a given. As one of the four divisions of the Amesto Group, they are committed to adopting innovative technology and investing in the triple bottom line: people, planet, profit.
The Challenge
Amesto Global was operating through spreadsheets, back-and-forth emails and a tertiary document approval platform to complete their work on behalf of their clients. This was becoming unmanageable with the growth in the number of customers and workload they were receiving.
They sought an all-in-one platform that could completely unify the process – so the work could be completed within the one software. Amesto Global understood that moving away from spreadsheets and mailboxes would allow greater visibility of tasks and workload per each team member.
“What I have been most impressed with is that the team at HaloCRM genuinely want to work with you, to support you, to build a product that works for you, and the care given feels like a true partnership rather than HaloCRM just being a service provider to us.”
Nicole Hinrichsen – EMEA Payroll Manager
The Solution
HaloCRM provided Amesto Global with a bespoke, yet flexible system that can host all of Amesto Global’s processes without any complications. With the help of HaloCRM’s team, Amesto Global was able to implement workflows to standardise practices across the department and increase productivity and efficiency in the team.
Furthermore, HaloCRM’s platform provided the team with a password-protected client portal that allows clients to approve documents, submit queries and view Amesto Global’s FAQs all in one place for a great customer experience.
HaloCRM’s simplistic configuration options mean that Amesto Global can change their portal seasonally and allows them to confidently grow as an organization.
“The implementation was exceptionally smooth. I’ve often said that our consultant is a unicorn; she just gets it done. She’s really been incredible.”
Nicole Hinrichsen – EMEA Payroll Manager
The Results
With a quick and exceptionally smooth implementation, the Amesto Global Payroll team has since adopted the system seamlessly due to how user-friendly the interface is.
Amesto Global has been highly praised by their clients for their improved portal and prompt resolution of enquiries. After demonstrating the platform to their clients, the team received new business opportunities to provide additional payroll services in other markets.
HaloCRM has become an essential tool in Amesto Global’s operations, and they are excited to onboard new starters to use the system. In the future, Amesto Global looks forward to continuing their partnership with HaloCRM and leveraging the enhancements to documentation functionality within the system.
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