Wallace BG Accountants & Business Advisors is an innovative account and business advisory firm based in Wollongong. Striving to ensure its value-added services are always delivering in a personalised manner, Wallace BG places much emphasis on customer experience.
But after keeping track of client details and interactions through a number of manual systems, including hand-written forms, spreadsheets and email, Wallace BG felt a change was in order.
“Wallace BG is focused on building and maintaining client relationships as a priority,” explained its director Neale Wallace. “Our records were time consuming to maintain and often duplicated across different systems. For our services to continue to be delivered in a timely and reliable manner though an accessible customer experience clients could continue to trust, we needed to implement a CRM system.”
To solve internal challenges, Wallace BG decided it was finally time for a CRM solution and eventually chose Internetrix Affinity to be that solution.
Why Affinity?About
Internetrix
Internetrix is an internet development and consulting company. We work closely with the three levels of
government, membership based organisations and throughout the private sector,
providing services such as creative, implementation, performance & infrastructure.
Disclaimer
The articles and items released on this website are for historical purposes,
and are accurate at the time of release. For assistance, please contact Internetrix on +612 4228 6464.
