Challenge: Highgrove operates with a small team that spends much of its time serving its clients’ needs and in order to do this effectively, it needed a system that would support the ability to:
• Integrate, manage and measure its marketing capability
• Manage sales and client relationships
• Adjust to and comply with the changing requirements of the financial services regulatory regime
• Manage, measure, and create lifelong, interactive records of ongoing relationships with clients.
Highgrove felt that the client management systems available in the marketplace forced a business to behave in a way prescribed by the system, rather than the system being built around the business. This negated much business innovation – diluting much of Highgrove’s value proposition. Click here to read more…