The Markshall Estate
The Markshall Estate is a beautiful conservation landscape in the heart of Essex. As a charity, they rely heavily on the generosity of their visitors so it was a pleasure to help them find the right software to improve their customer and team experience.
The Brief:
The Markshall Estate were looking for the holy grail of CRM, ticketing, stock management and finance reporting systems.
They needed something that could do it all; from linking their retail and catering provisions and ensuring stock control could be efficiently managed by our very busy team, to creating an online and on-site ticketing system linking the visiting experience and providing a marketing hub for effective CRM.
The Proposal:
We always try to split the overall project down into stages. In this case, we broke the process into seven stages to make it easier to understand and provided a budget breakdown for each of those stages. We proposed to help them research, interview and implement software that would improve their customer and team experience through CRM, ticketing, stock and reporting systems.
The Process:
Requirements gathering and recommendations
Tender documentation production
Vendor shortlisting
Vendor selection process
Project implementation
Project soft launch and Go Live week
Ongoing support
The Outcome:
FuseMetrix were selected as the vendor for this project. They offer a complete business business management which included all the tools The Markshall Estate required to fulfil the brief.
The key improvements were making things way more efficient than before across all areas. This included:
Retail and catering going digital has meant staff being able to do stock takes much more easily and understanding what stock was in the shop and catering on a daily basis.
The potential to link the online shop with the retail space, meaning automatic stock updates across both channels.
Online ticketing for admissions and events was new to the organisation which has improved the visitor experience and ensured income generation.
The CRM system has improved communication with both members and non members. It has also saved money for the charity by being able to move from paid newsletter systems.
The Verdict:
“Carly took the brief, worked her magic, and got it out to market for tender in a very quick timeframe. Carly arranged everything for us, from calls with prospective companies to facilitating meets with organisations already using systems so we could get feedback in real time. Throughout the whole process Carly was available for queries and offered advice when needed.
Carly’s professionalism and efficiency was second to none, and she was genuinely a joy to work with - we’d definitely work with her again in the future.”
— Drea Lee, Marketing Manager, The Markshall Estate
