The problem
Gaps in the CRM, and a board buried in spreadsheets
Like most agencies, Build were pushing hard on CRM adoption, and two things kept getting in the way.
- Consultants had little reason to log activity promptly. Even placements didn't always hit the system the day they were booked.
- Leadership was paying closer attention to KPI and SLA data, and the only way to show it was a stack of CSV exports and Excel spreadsheets. Charlie Vietro-Burton, Group Operations Director, could see that wouldn't hold up for long.
“We needed accurate logging to be worth a consultant's time. Seeing a win go up on the screen did more for that than chasing ever did.”







