Pro-Actions

4 August 2024 by
Pro-Actions
Retentia Technology


Customer service improvements

The increase in reporting accuracy with collaborative features has led to better customer service delivery and fast identification of any sales process deltas.

Bottom-line costs reduced

JunariCRM+ provides efficient and timely resource planning to optimise resource potential and reduce bottom-line costs.

Errors minimised

With full process integration from pre-sales through to invoicing and finance, process bottlenecks are reduced, with precise audit trails to minimise errors.


The brief

The team at Pro-actions Business Improvement describe themselves as ‘proactive, committed, positive people who constantly strive to live with balance, integrity and honesty’.


Pro-actions are passionate about bringing the power of business-truths to their client-base and saw the need for their own business to be equipped with a suitably powerful and extensible CRM system that could scale with their business plans.


A key tenet of the JunariCRM+ product is that it is totally tailorable to meet a client’s business processes and requirements – we see no benefit in forcing customers to throw away their carefully crafted unique processes or service value-points just so that they can fit in with an off-the-shelf software package and in doing so reduce their market advantage to that of their competitors who are perhaps using the same system!


As Andy Linnet, CEO, told us “ knowing much about these types of CRM systems, I wanted one that I knew could be moulded around my business needs and not require me to “shoehorn” my business into the system. I also wanted a local company that I felt cared about my business need – not just their own business targets”


How Junari Delivered



Laying the foundations


From our first conversation, we knew the client needed a powerful and extensible CRM system that would scale with their ambitious business plans We were able to show that JunariCRM+ could change to meet their needs, it would not need to be the other way around.

Working together to customise the system

Pro-actions recognised the importance of a CRM system that would be made to fit their business processes from day one. Both teams worked closely to understand business requirements in detail and the JunariCRM+ system was tailored accordingly. The business case for the investment was clear.


Delivering on client priorities


Business owners wanting to build legacy and value into their companies should take the Pro-actions team’s advice “one of the biggest influences our Business Improvement Specialists can have within our own clients’ businesses is to bring a valid version of the truth to their table – and that is what the JunariCRM+ product will be doing for us.”