Xapsys
5 Case Studies
A Xapsys Case Study
Champions UK plc, a family-led team of improvement specialists offering AI integration, multi-channel sales and marketing, people development and investment services, needed an adaptive CRM to give its large client-facing team speedy access to customer data and better resource allocation. They selected Xapsys and its Xapsys CRM to address these needs.
Xapsys implemented Xapsys CRM with a tidy, easy-to-use interface, custom entities and fields to manage resources and clients, custom opportunity stages to match a service-based workflow, and document management to link contracts to companies and opportunities. The Xapsys solution, combined with Sage integration, delivered faster access to customer information, streamlined resource allocation and simpler contract retrieval, improving operational efficiency for Champions UK plc.