A case study - how to use ACT and Sage E-Mareting

1. Simon Gray
“When a finance package means the difference between
winning or losing a customer, it’s important to use a
company you trust to provide a competitive and reliable
service…Credo Asset Finance saves time and money.
Rodney Greer, Sales Director of Photostatic
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

2. Agenda
• What We Do
• How We Do It
• Who We Help
• What We’ve Achieved
• How We Use ACT! & Swift Page
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

3. What We Do…
“We Help Businesses Turn A Profit…
And
We Help Businesses Grow…”
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

4. How We Do It…
East Anglia’s Leading Provider Of Asset Finance
Advice And Funding, For:
 Vehicles – new & used
 Plant & Equipment “All
 IT & Office Machinery Business
 Manufacturing Machinery Assets..”
 Farming…
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

5. How We Do It…
Very Competitive Rates & Full Range Of Funding
Solutions:
Proud Service
 Hire Purchase
 Advice
 Contract Hire
 Expertise
 Leasing
 Trust
 Rental  Tailored
 Refinancing  Speed
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

6. Who We Help…
Business Owners:
 East Anglia
 Limited Companies, Partnerships & Sole
Trades
 All Sectors, Ages & Financial Standing…
“We Succeed Where Most Fail…”
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

7. What Have We Achieved…
Just Celebrating Our 7th Year…
• £78m Total
• £48m – Helped Over 3,000 Businesses Grow
2012
• £14m Total
• £7m – Helped Over 400 Businesses Grow
• 99% Satisfaction Rate…
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

8. How We Use ACT! & Swift Page…
…Of Our Business
Because
ACT! Everything We Do Is
About Our
Customers…
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

9. How We Use ACT! & Swift Page…
Driving Our Sales Process…
Central Text & Email
Database Updates
ACT!
Smart Tasks
Management
&
Information
Triggers
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

10. How We Use ACT! & Swift Page…
Enhancing Our Marketing…
Satisfaction Keeping In
Surveys Contact
ACT!
Special Offers Referrals
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

11. How We Use ACT! & Swift Page…
Enhancing Our Lead Generation…
Mailing
E Campaigns
Campaigns
ACT!
Track
Performance
Follow Ups
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com

12. "Without access to fast and affordable finance,
businesses are being held back so it’s really important to
get it right and not drain cash flow. Credo Asset Finance
is a genuine company and I felt they really wanted to
help our business."
Su Harvey, The Personnel People
“Helping Business Owners Make A Profit
And Grow Their Business…”
Simon Gray
Simon@asset-finance.org
01603 703 180
www.CredoAssetFinance.com