CASE STUDY / KEY RETIREMENT


FINANCIAL SERVICES LEADER BENEFITS FROM FLS VISITOUR SCHEDULING





Requirements:

  • Introduction of centralised diary management integrated with Dynamics CRM
  • Efficient appointment schedule and route optimisation for 100 Financial Advisors
  • Ability to book follow-on appointments whilst on-site
  • Make more effective use of resources and improve customer satisfaction

Benefits:

  • Attending appointments sooner
  • Reduced mileage and travel time
  • Capacity for more appointments per advisor


More information:
keygroup.uk
Key Retirement Group (KR Group) have implemented FLS VISITOUR optimised appointment booking and scheduling software from FAST LEAN SMART for their field based Advisors. Results achieved have been attending appointments sooner, reduced mileage and travel, increased capacity to attend more appointments per Advisor.

Darren Halliwell, Chief Technology Officer at KR Group explains "Our process for arranging customer visits was laborious and often made poor utilisation of Advisors time. Our key focus is to attend appointments in a timely manner that supports our customer needs via a two-stage face-to-face process; a first meeting and then follow-ups. For this to be achieved with the same Advisor often caused ineffective use of resources and delays to other potential customer visits."


SELECTION OF FLS AND NO-COMMITMENT TRIAL

Darren continues "We chose to work with FLS as we had confidence in their offering and approach to proving the benefits with relatively low investment of both time and resource. They were initially recommended by a Microsoft Dynamics partner due to their expertise working with CRM and we were impressed with the feedback from reference customers they provided." Working together, KR Group and FLS completed an initial scheduling test using FLS VISITOUR and historical data to compare with their current process. The results were compelling and KR quickly decided to take advantage of the FLS offer of a SaaS "try before you buy" live system trial.



THE KEY RETIREMENT-CASE STUDY AS PDF …



Simply fill out the form and receive the case study by email – Download now for free:


    Complete:



    * Required information / FLS uses your information only to provide you with the offer and additionally to inform you about relevant content, products and services. Unsubscribing is possible at any time. Further information in the FLS privacy policy..



    CONTACT
    EN