What was in the way
Formatrad delivers workplace health and safety training across Quebec: forklifts, aerial lifts, WHMIS, lockout, confined spaces, and custom courses. Nobody could clearly see who had taken which course, or where each client stood. Requests came in through the website form and the newsletter, and follow-up was redone by hand, email by email.
What we did
We set up Zoho CRM around what it sells: courses, leads and clients. We connected it to its website: the form and the newsletter go straight into the CRM. We also handle its basic IT support, on the Microsoft side.
Where things stand
Formatrad has been an Actif client for about a year and a half, and we still support it.
