The client is Fix Auto USA, a network of body shops headquartered in San Diego, California. Fix Auto was trying to transition to newer, more cost-effective Customer Relationship Management. Exigo Group was selected after being recommended by Zoho, the CRM company Fix Auto had selected. The project was completed in 2014.
Fix Auto is extremely satisfied with the work delivered by Exigo Group. Fix Auto especially appreciated Exigo Group’s in-depth knowledge of the sales process and the prior experience they brought to the table. Exigo Group is highly recommended to others.
“[Exigo Group has] a lot of prior experience and a lot of knowledge about the sales process and enterprise sales, target account selling.” – Marketing Coordinator, Fix Auto USA (Auto Body Shop)
Please describe your organization.
I work for Fix Auto, a network of independently owned collision and repair centers. We are the corporate infrastructure behind many independent body shops that decided to franchise Fix Auto United States.
What is your role and responsibilities?
I’m the marketing coordinator, so I am responsible for configuring and implementing the company CRM [customer relationship management], along with all other franchise-wide marketing intiatives.
What was your goal for working with ExigoGroup?
We were a Salesforce user and, since we have a long sales cycle, we were looking for a CRM that was more cost effective and a little easier to use and customize so that we can track our sales process and what happens during that. Prior to this, we didn’t have any insight into that. We didn’t have any knowledge and we wanted to implement an easy-to-use and navigate CRM so that we could harvest that data.
Please describe the scope of their work.
Designing, implementing, and transitioning away from our, then, current platform.
What was your process for selecting ExigoGroup?
We wanted someone who had some intimate knowledge with the product – not just someone who understood how CRMs work. So, we went to Zoho since we knew that was the CRM we wanted to go with. They had a “partners page”, which helped us narrow the search down based on location. We wanted someone who could be in the office and talk to us and help us work through things in person.
Can you give a sense of the size of the initiative?
It was less than $10,000.
When was the work completed?
The project was completed last year, without a few months of engaging Exigo.
RESULTS & FEEDBACK
Do you have any statistics or metrics on the project?
We didn’t have agreed upon metrics necessarily. The only metric we cared about was migrating and being able to use the new CRM from a sales and marketing perspective. We’ve been able to do that.
Are you satisfied with their performance?
Yes. I’m definitely satisfied, and have already recommended them to others.
Is there anything unique or special about ExigoGroup that really makes them stand out?
Steph [Martin, Exigo Group CEO] has a lot of prior experience and a lot of knowledge about the sales process and enterprise sales, target account selling. She really helped us understand what should happen when, why, who it should go to, what should happen next, and how we measure that -from a CRM perspective. We couldn’t find those skills anywhere else. She was very accessible.
What advice would you give to future clients of theirs?
Don’t wait. We waited to pull the trigger to make sure we had everything in line. I would say pull the trigger, see how it works, make some changes on the fly, and repeat that cycle. We delayed implementation and, now as I look back, my abilities of the CRM have grown tenfold.
Looking back on the work so far, is there any area that you think they could improve upon or that you might do differently?
The only thing that I would have wanted to improve was out of their control. That was us making decisions. Exigo could point us in the right direction, but it was our call to make and sometimes it took longer than expected.
We ask you to rate ExigoGroup on a scale of one to five, with five being the top score. What would you give them out of five for the quality of their work?
For schedule, as in being on time and meeting deadlines?
For cost, as in value for your money and sticking with the original estimates?
For the overall score?
How likely are you to recommend ExigoGroup to a colleague?
Five. I’ve already done that.
Original article here.