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SYNERGIST USER STORY
CLEAR B2B
Full-service B2B agency
Cirencester-based B2B agency with clients such as Lexus / Toyota,
Optima Group, DHL and BAE Systems
The story
Clear Communications is a B2B marketing
consultancy. Specialising in through-
marketing, it caters solely for the
particular needs of clients who market
through third-party influencers such
as distributors, dealers, resellers and
specifiers, whether in the UK, Europe or
worldwide. Clear offers strategic advice
and cost-effective implementation in
public relations, promotions, design,
advertising and direct & digital.
In 2007, Clear already had an agency
management system in place but staff
were finding it clunky to use. What’s
more, time sheets were difficult to fill
in and there was no interface with Sage
so sales and purchase invoices had to be
entered twice, leading to possible errors.
With these issues in mind, the agency
took the decision to look for something
better, so CHief Executive Julie Clare
started exploring other options. During
her research, she came across Synergist
and contacted Express Systems to
arrange a demonstration. She was highly
impressed by what the system had to
offer. “It’s just amazing,” said Julie.
Within a year of going live at Clear,
Synergist had already proved itself
to be highly successful. Julie said:
“Synergist has transformed the running
of this agency and greatly increased our
profitability.” One of the biggest benefits
they’ve found is in Synergist’s reporting
capability. The whole system is so simple
to use that the reports they can produce
are meaningful and useful.
Time is really easy for the staff to
record which means it is recorded more
accurately. Another huge advantage is
that it’s helped with capacity planning
and staff utilisation.
“In my opinion,
Synergist more
than paid for itself
within the first
year”
“Synergist has
transformed
the running of
this agency and
greatly increased
our profitability”
SYNERGIST USER STORY (continued)
CLEAR B2B
More results
Clear has been able to reduce over-servicing
considerably. Synergist has also proved itself on
financial matters. “It has really enabled us to
keep track of costs,” said Julie. One problem that
Synergist has helped to eliminate is any potential for
missed charges. They occasionally used to find costs
on jobs they hadn’t accounted for, such as invoices
coming in months later. This doesn’t happen with
Synergist. The fact that it links into Sage has saved
them a great deal of book keeping time too.
Synergist has also enabled them to improve their
quoting. And thanks to its complete solution to job
management, the account teams can now do the
invoicing on the system.
The service
The agency has found the standard of service to
be very high too. “Synergist seemed head and
shoulders above the rest but what we didn’t know
was how absolutely fantastic the after-sales service
would be. The Synergist help desk and Jay at
Express Systems / The Agency Works are brilliant.”
The ROI
Julie is convinced by Synergist’s real effectiveness.
“In my opinion, Synergist more than paid for itself
within the first year.”
www.synergist.co.uk
01625 572 690
Implementation and consultation by
www.theagencyworks.co.uk
01455 553 246
Want to hear a customer’s point of view?
If you’re considering a computer-based job costing system and
you’d like to find out more about the benefits of Express Systems
and Synergist from a customer’s point of view, Julie Clare would
be happy to talk to you. Please call her on 01666 501110.

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user-story-clear-co-brand-v03

  • 1. SYNERGIST USER STORY CLEAR B2B Full-service B2B agency Cirencester-based B2B agency with clients such as Lexus / Toyota, Optima Group, DHL and BAE Systems The story Clear Communications is a B2B marketing consultancy. Specialising in through- marketing, it caters solely for the particular needs of clients who market through third-party influencers such as distributors, dealers, resellers and specifiers, whether in the UK, Europe or worldwide. Clear offers strategic advice and cost-effective implementation in public relations, promotions, design, advertising and direct & digital. In 2007, Clear already had an agency management system in place but staff were finding it clunky to use. What’s more, time sheets were difficult to fill in and there was no interface with Sage so sales and purchase invoices had to be entered twice, leading to possible errors. With these issues in mind, the agency took the decision to look for something better, so CHief Executive Julie Clare started exploring other options. During her research, she came across Synergist and contacted Express Systems to arrange a demonstration. She was highly impressed by what the system had to offer. “It’s just amazing,” said Julie. Within a year of going live at Clear, Synergist had already proved itself to be highly successful. Julie said: “Synergist has transformed the running of this agency and greatly increased our profitability.” One of the biggest benefits they’ve found is in Synergist’s reporting capability. The whole system is so simple to use that the reports they can produce are meaningful and useful. Time is really easy for the staff to record which means it is recorded more accurately. Another huge advantage is that it’s helped with capacity planning and staff utilisation. “In my opinion, Synergist more than paid for itself within the first year” “Synergist has transformed the running of this agency and greatly increased our profitability”
  • 2. SYNERGIST USER STORY (continued) CLEAR B2B More results Clear has been able to reduce over-servicing considerably. Synergist has also proved itself on financial matters. “It has really enabled us to keep track of costs,” said Julie. One problem that Synergist has helped to eliminate is any potential for missed charges. They occasionally used to find costs on jobs they hadn’t accounted for, such as invoices coming in months later. This doesn’t happen with Synergist. The fact that it links into Sage has saved them a great deal of book keeping time too. Synergist has also enabled them to improve their quoting. And thanks to its complete solution to job management, the account teams can now do the invoicing on the system. The service The agency has found the standard of service to be very high too. “Synergist seemed head and shoulders above the rest but what we didn’t know was how absolutely fantastic the after-sales service would be. The Synergist help desk and Jay at Express Systems / The Agency Works are brilliant.” The ROI Julie is convinced by Synergist’s real effectiveness. “In my opinion, Synergist more than paid for itself within the first year.” www.synergist.co.uk 01625 572 690 Implementation and consultation by www.theagencyworks.co.uk 01455 553 246 Want to hear a customer’s point of view? If you’re considering a computer-based job costing system and you’d like to find out more about the benefits of Express Systems and Synergist from a customer’s point of view, Julie Clare would be happy to talk to you. Please call her on 01666 501110.