Case study
PS Group enquiry and site-visit workspace
Sales and coordination teams tracked enquiries, site visits and inventory across inboxes and disconnected tools, so status was always one conversation behind.
The business challenge
Sales and coordination teams tracked enquiries, site visits and inventory across inboxes and disconnected tools, so status was always one conversation behind.
Solution delivered
We designed a role-based workspace for enquiries, visit scheduling and inventory notes, with exports leadership and finance could actually use.
What changed
- Leadership can see pipeline status without chasing the floor
- Site-visit scheduling sits next to the enquiry, not in a separate chat
- Several overlapping trackers were retired after go-live