Autotask Customer and Success Stories

Autotask Customer and Success Stories - SinglePoint Consulting Group

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Spotlight: SinglePoint Consulting Group

SinglePoint Consulting Group Finds Efficiency and Profits in Autotask®

COMPANY PROFILE

SinglePoint Consulting Group is an IT and business systems consultant dedicated to helping project-driven organizations succeed by providing products and services that increase performance and profitability. SinglePoint Consulting Group provides complete solutions for professional service organizations, internal IT groups, or any company faced with managing projects. Project-dependent organizations are facing increased pressure to control costs, increase ROI, and manage resources more efficiently, and SinglePoint Consulting Group helps its clients do exactly that. The principles at SinglePoint Consulting have over 25 years of IT and project management experience in a wide range of industries, including software development, healthcare, education, chemical, retail, and manufacturing.

BUSINESS CHALLENGES

Early in the history of SinglePoint Consulting Group, Chris Jones, Owner and CEO of SinglePoint, was on the hunt for a project management tool that SinglePoint could offer clients. He found Autotask, analyzed what it provided, decided that Autotask met his criteria, and began providing it to clients. It wasn’t long, however, before Jones came to rely on Autotask to run SinglePoint Consulting Group Better.

THE AUTOTASK SOLUTION

Autotask impacts SinglePoint Solutions Consulting Group as both a user of Autotask and as a reseller of Autotask.

As a user of Autotask, SinglePoint relies on Autotask for improved business efficiency. When a sales lead comes into SinglePoint, all the relevant contact information is entered into Autotask. Autotask is then used to manage the process of wooing the potential client, including scheduling phone calls and follow-ups, taking notes, and so on. SinglePoint also uses Autotask for “opportunity management” – to answer questions such as “What deals are in the pipeline? What’s the margin? When will it close?” When the prospect becomes client, Autotask is used to manage the relationship, to make sure that deadlines are met, and to manage projects that are underway for that client. Jones had tried separate applications to manage different aspects of the business (such as Outlook for contact management) and finds that Autotask is significantly more efficient.

Autotask also provides a number of benefits to SinglePoint as a reseller. Potential clients usually come to SinglePoint with a specific business problem they want to resolve. For example, it might be that they want to handle their service desk more efficiently and effectively. When Jones shows the client how Autotask can meet their need and signs them to use Autotask, SinglePoint receives a continuing revenue stream from each Autotask seat for as long as it is used. As Jones shows the client that Autotask can produce additional efficiency in other aspects of their business – CRM, project management, contract management and time capture – it is typical that more seats are added, providing an expanded revenue stream to SinglePoint for as long as the client uses Autotask.

Here are a couple of examples:

A national outdoor media advertising company needed a project management tool for managing their outdoor installation projects. They use Autotask to manage the tasks required to install and maintain the advertising using contractors in different markets. What they have also found is that by integrating CRM with project management they can better manage their accounts across these different markets. They have some very large clients like Nike, Colgate, Coke, and Anheuser-Busch. They were better able to manage these large accounts across multiple markets, territories and sales people more efficiently. And they use the Autotask Outlook integration so the change management problems were greatly reduced.

A regional landscape architecture firm was looking to automate their project management practice.  Using Autotask they have greatly increased their billing accuracy by using both the contracts module as well as the project module. By automating one function they found it easy and more profitable to automate the other function as well.

IN THEIR OWN WORDS…. CLIENT COMMENTS

“Autotask delivers more efficiency for running my business because it is integrated,” says Chris Jones, Owner and CEO of SinglePoint Consulting Group. “It’s a lot easier to manage relationships and make sure that things get done when you don’t have to use a lot of different systems to manage things.”

“I recommend Autotask to 90 percent of my clients because generally there is some component of Autotask that will fulfill their immediate need.”

“Often clients will than ask about improving other aspects of their business. I’ll show them the appropriate tool in Autotask, and they go: ‘Oh, wow, it does that?’ and it gives me an opportunity to deepen the business relationship.”

“I have clients now who use Autotask for pretty much everything: project management, relationship management, contract management, and service after the sale.”

“Businesses are a lot leaner these days. They don’t throw five bodies at a problem anymore. They have to achieve the same or better results with fewer people. Autotask helps them do that and provides a good business opportunity for SinglePoint Consulting Group.”