Case Study: Factor 21 achieves better-informed decisions and improved MI visibility with Gold-Vision CRM

Factor 21 - Customer Case Study

Factor 21, a leading UK invoice finance company founded in 2001, needed a CRM that could collect and record management information (MI) about prospects and customers, support deep-dive analysis, and align with existing business practices. They chose Gold-Vision CRM to provide a flexible platform that would enhance — rather than force changes to — their internal processes.

Gold-Vision CRM built and implemented a tailored CRM platform that made MI easily accessible, supported deeper analysis and day-to-day tasks, and enabled stakeholders to make better informed decisions. The implementation was efficient and collaborative, with ongoing consultancy and support rather than a “sell & forget” approach, and Factor 21 is now planning to extend the solution with Gold-Vision Campaigns and the Connect email marketing tool.

Factor 21

Emma Dungey

Associate Director Transition & Risk