Case Study: Advantedge Commercial Finance Ltd achieves better-informed decisions and streamlined reporting with Gold-Vision CRM

Advantedge Commercial Finance Ltd - Customer Case Study

Advantedge Commercial Finance Ltd, a leading UK invoice finance specialist, needed a flexible CRM to capture management information, enable deep-dive analysis of prospects and customers, and align with existing processes while providing reporting, a centralised database and Outlook integration. To meet these needs they engaged Gold-Vision CRM.

Gold-Vision CRM worked closely with Advantedge to configure and implement a tailored platform that supports users’ day-to-day tasks, delivers MI for better-informed stakeholder decisions, and provided an efficient, well-supported go-live with ongoing consultancy. While the case study gives no quantitative metrics, Advantedge reports improved decision-making, smoother processes, strong post-implementation support and plans to expand use with Gold-Vision Campaigns and the Connect email marketing tool.

Advantedge Commercial Finance Ltd

Emma Dungey

Associate Director Transition & Risk