Synergist has transformed the running of this agency and greatly increased our profitability.
How Clear B2B shifted from clunky to clarity using Synergist
Clear B2B are a long-established, award-winning agency specialising in business to business creative campaigns that deliver results.
Time-consuming tasks and too much scope for errors led to Clear B2B seeking a new agency system. They found Synergist... and have never looked back.
Agency type: B2B marketing & PR agency
Services: Account-based marketing, B2B advertising, content marketing, research and insight, strategy and planning
Size: 20+ people
Location: London and Cirencester
Julie Clare
Chief Executive at Clear B2B
The problem
Processes not fit for purpose
The agency management system in place was clunky and it was difficult for staff to fill in timesheets.
Plus, there was no interface with Sage, so sales and purchase invoices had to be entered twice, leading to possible errors.
With these issues in mind, the agency took the decision to look for something better, so Julie started exploring other options.
The solution
Transforming the running of the agency
“During our research, I came across Synergist. I was highly impressed by what the system had to offer, it was just amazing.”
“Synergist seemed head and shoulders above the rest."
“The whole system is so simple to use that the reports we can produce are meaningful and useful.”
“Time is easy for the staff to record, meaning it is recorded more accurately. Another huge advantage is that it’s helped with capacity planning and staff utilisation.”
And thanks to its complete solution to job management, the account teams can now do the invoicing on the system.
"The fact that it links to Sage has also saved us a great deal of bookkeeping time.”
“The Synergist help desk and the Agency Works are brilliant.”
“Synergist seemed head and shoulders above the rest, and we didn’t know how fantastic the after-sales service would be."
Julie Clare
Chief Executive, Clear B2B
The return
Greatly increased profitability
Within a year of going live at Clear, Synergist had already proved itself to be highly successful.
“Synergist has transformed the running of this agency and greatly increased our profitability.”
Clear has been able to considerably reduce overservicing, and Synergist has also enabled them to improve their quoting.
“It has really enabled us to keep track of costs and eliminate any potential for missed charges."
“In my opinion, Synergist more than paid for itself within the first year.”