Great CRM for Servicing Financing Options for our Clients
What do you like best?
As a high-end commercial media production agency, our production packages can get into the multiple five and six figures. In order to attract some of these larger projects, we offer a financing option to help clients pay for their commercials, projects, etc and Centrex has been invaluable in helping us to service these financing options that we offer.
In addition, we use Centrex to track and nurture our leads throughout the sales process. We previously used Salesforce, but found that Centrex was a better and more complete fit for what we needed without having to heavily customize the platform.
What do you dislike?
Since we are a media production company using Centrex to track the financing options that we offer to our clients with large purchases, the only feature that I would like to see within Centrex would be some kind of project management function. We currently track project status within Centrex as a Lead Status.
What problems are you solving with the product? What benefits have you realized?
Our sales process requires a lot of touch points with our prospects so on the front-end Centrex helps us track the progress of these deals. On the back-end, as a client proceeds with one of our large production packages Centrex helps us to track and service their financing to support these large purchases.
