Case Study: Broadstone (specialist pension & employee benefits consultancy) achieves clearer business visibility and eliminates manual spreadsheets with Gold-Vision CRM

Broadstone - Customer Case Study

Broadstone, a specialist pensions and employee benefits consultancy serving 150+ independent trusteeships and 1,300 clients, struggled with highly manual data management: consultants each kept their own spreadsheets and Outlook databases, making it hard to report on client counts, sales streams, cross-sell opportunities and the sales pipeline. To address this, Broadstone chose Gold-Vision CRM to centralize and standardize their customer and opportunity data.

Gold-Vision CRM delivered a tailored CRM with custom fields, dashboards, reporting, time/resource tracking and marketing functionality, replacing multiple spreadsheets and manual processes. The solution gave managers instant MI and pipeline visibility, enabled 30-second dashboard builds for time reporting, fed time entries straight into the billing system, and sped up access to forecasts and client data for business decisions and sales — markedly improving operational visibility and efficiency.

Broadstone

Steven Turner

Operations Analyst