Case Study – PD Tax Consultants
PD Tax Consultants is a tax advisory firm based in Leeds and Manchester. However, they needed to migrate their growing client and project data from Capsule CRM because the existing system was no longer scalable or secure enough. With rapid business growth, PD Tax required a bespoke solution. Therefore, they sought a reliable partner for a smooth and secure transition. Maly provided bespoke CRM development to meet these needs. Specifically, they created an automated solution to extract, back up, and manage critical client information and project files. This improvement enhanced PD Tax’s operational efficiency and data control.
PD Tax Consultants – CRM
“Very satisfied, they kept us updated throughout and were able to work with us to ensure that their deliverable was what we needed. There were a number of moving parts in the project and they were flexible with a fluid approach.”
“At the outset I expected there to be a number of issues just because it’s technology and software! I was impressed by their knowledge and expertise along with their ability to change deliverables to suit our needs. There were no issues at all. Really pleased, no stress whatsoever, would recommend!” – Charlotte Wardle, Financial Manager at PD Tax
What options did PD Tax consider before choosing Maly?
“I explored a number of other avenues however I had concerns over data privacy and service levels with other providers, particularly the ones based overseas. I felt assured by Maly because of your integrity and professionalism, furthermore you were able to be very flexible and fit in with our moving timescales.” – Charlotte Wardle, Financial Manager at PD Tax
About PD Tax
Operating from Leeds and Manchester, PD Tax offers expert tax advice and guidance to clients throughout the UK. Therefore, leveraging extensive experience from leading big four consulting firms, the team consistently delivers ethical tax planning and effective problem-solving tailored to each client’s needs. Furthermore, their commitment ensures personalised service and reliable solutions.
The Challenge
PD Tax experienced significant growth in revenue and clientele. As a result, they decided to migrate their CRM and Client Projects from Capsule CRM to a more scalable, cost-effective, and robust platform. This new system offered greater flexibility and control. Their goal was to back up data internally to SharePoint. They wanted to complement this with an external cloud solution powered by FYI. However, customer contacts, lead emails, and project files were locked within the existing system, which made extraction and transfer challenging. They needed a secure solution to extract sensitive data from the current platform. Ultimately, the data had to be transferred safely to their internal SharePoint, enabling a seamless migration to the new FYI-based system.
The Solution
Maly developed a robust automated solution to extract data from Capsule CRM and accurately transfer it to the appropriate location in their SharePoint system. This prepared the data for seamless upload into the new CRM and project tracking platform based on FYI. Additionally, this innovation saved PD Tax considerable manual effort while ensuring the data transfer was both efficient and secure.
The Result
PD Tax now stores all client and lead contact information, along with project details, within their internal SharePoint system. They have eliminated reliance on the external Capsule platform. When ready, they can seamlessly transfer the data to FYI, ensuring a secure backup of all vital client and project information.
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