Case Study: The TerZa Factor achieves streamlined client management and time savings with Agile CRM

The TerZa Factor - Customer Case Study

The TerZa Factor, owned by artist Terza Ekholm in Colorado Springs, sells original artwork and offers in-person creative classes plus a new B.A.N.K. sales training course. As her business grew she was spending too much time on administrative work—managing clients in spreadsheets—and needed a more intuitive CRM; an initial CRM failed to meet her needs before she discovered Agile CRM.

Agile CRM was implemented using its drag-and-drop interface and hands-on customer success support to onboard The TerZa Factor quickly. Terza now imports B.A.N.K. questionnaire responses into Agile CRM with tags and customer segments, accesses a 360-degree contact view (including social profiles), tracks emails and call notes, and is preparing targeted drip campaigns. After a few months with Agile CRM she’s eliminated manual spreadsheet processing, can personalize outreach more effectively, and has freed up time to focus on serving clients.

The TerZa Factor

Terza Ekholm

Owner