Case study

Using innovative apps to
drive services sales

Ahead of the launch of their CloudSure UK hosted cloud services, Phoenix IT wanted to develop an app that would enable salespeople to have structured, productive meetings with new clients. “The intention was to give the team a price list that we could update dynamically,” explained sales director Tim Bodill. “What I got out of the app was a lot more than that.”

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Why did they come to us?
When Phoenix IT wanted to streamline their sales processes and use the power of iPad to generate more structured, productive client meetings, they asked us to help them develop a dedicated field sales app.

What did they need?
A dynamic sales app that could be used as a catalogue, price list and quote generator, as well as ensuring universal access to marketing collateral and standardised documents like terms and conditions.

How did we help?
We built a prototype that Phoenix IT could use to onboard senior partners, then developed and maintained a fully functional app.

What were the benefits?
Sales staff now have a guide with which to structure conversations with new customers. Phoenix IT can showcase solutions on the device that they’re talking about, so a conversation about CRM tools, for example, can also function as a demo. They can also generate quotes and send them to the customer before leaving a meeting – with all the relevant documentation and collateral attached.

"When we deal with Jigsaw24 it’s a very proactive, very friendly, very innovative engagement every time – lots of different ideas, lots of different approaches as to how we can do things. I can’t praise the organisation enough. Everybody at Phoenix IT unanimously has a great story to tell about what happened when they worked with Jigsaw24."

Tim Bodill, sales director, Phoenix IT

For more information on this customer case study, and to see more examples of our work, get in touch.

Phoenix IT app screenshot
Phoenix IT app screenshot
Phoenix IT app screenshot
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Who are Phoenix IT? Arrow

Phoenix IT are one of the UK’s leading managed service and business continuity providers, working with clients like Radicon and Experian.