The right tool for the right job is a timeless principle, particularly relevant in the CRM industry. This holds true for 365 Technologies, an IT Managed Service Provider (MSP), which faced unique challenges as it sought to enhance its sales operations. Sam Shiffman, Senior Sales Administrative Support, shares 365 Technologies’ transformative journey with Membrain’s CRM solution.

Meet 365 Technologies

365 Technologies, an MSP, specializes in delivering comprehensive IT services to businesses. With a commitment to client satisfaction and operational excellence, they needed a CRM solution that could scale with their growth and meet the diverse needs of their sales processes.

New business areas require relationship management

Historically, 365 Technologies relied on a patchwork of tools for managing sales and customer relationships. As the company grew, it became evident that their existing systems were insufficient. “Our growth hinges on the ability to scale up our sales strategy,” Sam explained. The lack of customizability, difficulty in generating comprehensive reports, and a non-intuitive interface were significant pain points.

After evaluating various options, Membrain stood out due to its flexibility, ease of use, and robust reporting capabilities. Membrain’s CRM allowed 365 Technologies to customize their sales processes without extensive technical expertise, which was crucial for a growing business.

Support and Customer Success

One of the standout aspects of Membrain was its customer support. “Membrain’s team is responsive and open to feedback, ensuring we feel valued and supported,” Sam said. This supportive relationship mirrored the local, community-focused service ethos of 365 Technologies, creating a seamless partnership.

The Flexibility of Membrain Makes Everyday Life Easier

“The flexibility and the ability to accommodate my staff is the greatest value,” Sam said. Membrain’s low-code environment allowed the team to make necessary adjustments quickly and efficiently. Whether it was modifying a process step, adding a new field, or generating a specific report, Membrain made it easy. “It means a lot to the employees and makes their daily life easier. It makes them appreciate the system and enjoy using it,” Sam noted.

Implementing Membrain transformed 365 Technologies’ sales processes. The CRM provided a comprehensive view of the sales pipeline, improved efficiency, and enhanced customer relationships. “We’ve been able to close more sales projects and had better response rates from our customers,” Sam reported.

The entire company in the same system

Membrain’s comprehensive features allowed 365 Technologies to manage everything from prospecting to project delivery within the same system. This integration streamlined operations and provided a unified approach to customer relationship management. “Our technicians use Membrain Go (the app) to keep track of project implementation, so now the whole company works in the same system,” Sam added.

The Vision for the Future

Looking ahead, 365 Technologies is confident in their partnership with Membrain. The CRM system not only supports their current operations but also positions them for future growth. “We will continue to grow with Membrain, ensuring our sales processes are efficient and our customer relationships are strong,” Sam concluded.

Conclusion

Membrain’s CRM has been a game-changer for 365 Technologies, providing a flexible, user-friendly platform that enhances sales operations and supports the company’s growth. The strong partnership and continuous support from Membrain ensure that 365 Technologies can continue to thrive, confident in their ability to manage and grow their customer relationships effectively.

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