Spotler
74 Case Studies
A Spotler Case Study
Oculus, a UK security and facilities management provider specialising in cleaning and building maintenance, faced fragmented sales processes run from multiple spreadsheets and an underused CRM that had become “a company notepad.” After Senior Account Director Phil Cook reviewed their setup, Oculus upgraded to Spotler’s SpotlerCRM Enterprise plan and added an account manager to replace the ad hoc system and support a proper sales CRM rollout.
Spotler implemented a centralised SpotlerCRM solution with added users, customised workflows and the Spotler customisation service (delivered in three days) to build pipelines, assign tasks and automate recurring jobs. The result was an 80% reduction in admin time, a single customer database, and measurable marketing impact — the new marketing tool reached 2,000 contacts with over 900 clickthroughs — while Spotler’s reporting tools now help Oculus identify pipeline gaps and target campaigns to drive growth.
Phil Cook
Senior Account Director