Case Study - Peter Stewart Associates

About Peter Stewart Associates

Peter Stewart Associates was established in 1973 and has been looking after private and corporate clients since then. The present owners acquired the business in 2010, and the Assyst software was already installed at that time, as the outbound owners were advised that they needed to have a CRM system in place to be able to hand the business over.
 
One of the acquiring directors had prior experience of an alternative CRM, and was keen to maintain continuity of the familiar system. As a result Assyst was cancelled in favour of the system of preference.
 
The alternative system of choice looked “pretty” but its functionality was slightly clunky. More problematic was that it  saved every scanned document into a general folder, then linked that document to the client in the software with a unique number and no other named reference to the client. This meant the general folder became large and cumbersome and the risks of file corruption were too great; when combined with the “clunkiness” of the systems functionality the Directors quickly decided to revert to the relative safety of Assyst. They have utilised the system ever since.

Before Assyst:-

Broadly speaking there was no “before Assyst” for Peter Stewart Associates as we have largely used it in our business from the beginning.
 
Which other companies did you have experience with?

Over the years we have looked at Intelligent Office and Plum – mainly because they approached us. Both were considerably more expensive and we were intrigued to understand what wonders these systems were offering that could command such a premium. This was discussed at Board level, and it was agreed that whilst every system has its own “bells and whistles”, Assyst provided us with everything that we needed – and more – to run our business in the way that we wished to.

Why Assyst?

Assyst was already ensconced in our business when we purchased it in 2010. We explored other possibilities, and found that the grass was definitely not any greener on the other side, so we reverted to Assyst and have been happy with all that it does. It combines excellent value, with a level of functionality that provides us with all that we need, and a level of innovation that helps with our day to day work. The document exchange portal is a very welcome addition to the product, and we have now removed the use of encrypted email with clients as they find the use of the portal far more convenient. This has saved us money, and makes our clients happier.

The Future?

It is important to our business that our CRM system moves with the times, which client-Assyst has. Please continue to develop new features that we can use, that can save us time and money, and that will enhance yet further our client experience.

In Conclusion

Thank you Assyst, we appreciate your support – please keep doing what you do so well.