OnePageCRM
9 Case Studies
A OnePageCRM Case Study
The PHA Group, an award-winning London PR agency, needed a CRM system to track its sales process and manage lead follow-ups. Without a formal system, its team struggled with disorganization, duplicated efforts, and a lack of visibility into previous prospect communications. They sought a user-friendly, sales-focused solution from a vendor like OnePageCRM to help kickstart a successful business development plan.
By implementing OnePageCRM, The PHA Group gained an organized framework for tracking opportunities and automating follow-ups. The system’s features, including the Pipeline and Team Stream, eliminated missed tasks and reduced administrative work. This solution yielded significant results, including an 84% increase in lead traffic over three years and the successful conversion of a major client after 21 timely follow-ups, allowing the team to spend more time on prospecting.
Charles Howard
Business Development Manager