Learn how Synchronicity business coaching firm has been using Central Desktop for over 4 years to organize and manage clients, and manage large scale projects that include the launching of two new websites.
Impressive, Effective Client Management Support for 4 Years and Counting
Impressive, Effective Client Management Support for 4 Years
INDUSTRY The Challenge: Lack of Organization in Managing Clients
Coaching is the ultimate collaborative experience so it seemed only natural that Synchronicity would
use a collaboration platform to share information with its clients. Synchronicity needed a place to share
HEADQUARTERS files, set up tasks and milestones, and essentially keep its clients organized and focused on their goals.
Without a collaboration tool, Synchronicity felt disorganized and not in control of client projects and
Mississauga, ON progress.
WEBSITE Synchronicity needed a collaboration platform that would help keep their clients organized.
Additionally, Synchronicity specifically needed a solution that could organize tasks by attaching them to
ABOUT The Solution: Central Desktop as a Client, Task & Project Management Solution
Synchronicity Business After evaluating more than 10 different collaboration platforms, Synchronicity finally found Central
Desktop to suit its client management needs in 2005, becoming one of Central Desktop's first customers.
Coaching is a Synchronicity set up separate workspaces for each of its clients and used that space to share files, and
consulting firm that set up tasks and milestones. Synchronicity also
incorporated Central Desktop into its sales process by
using Central Desktop to share files with prospective
coaching business clients. As a result, Synchronicity often impressed “We played a lead role in
executives and small
potential clients by making it clear from the beginning developing a two and a half
that the company had structure and an organizational
business owners process.
day boot camp for a large
utilizing HWL financial services firm. We
methodologies. Lastly, Central Desktop played a critical role in several of would not have been able to
Synchronicity's large-scale projects. Recently, the complete this project without
company launched www.coachspotlight.com and
Ready to try Central www.wealthmanagerspotlight.com (specialty news and Central Desktop.”
Desktop information portals for those seeking advice on personal
and business issues) using Central Desktop as its project
management interface to keep all the moving parts
~ Bob Simpson,
sdsads For more information, contact Sales at 866-900-7646 or email@example.com