Case Study: Thomson Financial achieves improved client contact and streamlined workflows with Sage CRM

Thomson Financial improves client contact with Sage CRM

Thomson Financial, a global leader in corporate webcasts with a major Streaming Operations Centre in Sydney, grew through acquisition and found its event and client information trapped in manual, fragmented processes. The Australian team needed a central CRM to consolidate event data, improve workflow management and deliver comprehensive reporting so staff could better service a rapidly expanding client base.

They implemented Sage CRM (24 licences) for its workflow engine and web services, working with partner Acuere to customise the UI and train users quickly. The solution delivered a single customer database, better resource scheduling, alerts, automatic real‑time reporting, reduced data duplication and assigned client contacts—enabling a business restructure that increased client focus and improved customer support.

Thomson Financial

Richard Avery

Australasian General Manager – Production