CRM & outreach support
AFS Fleet
For AFS Fleet we supported the business across outreach, CRM, financial records and design.
Concept visual
01 — Challenge
The challenge
Leadership outreach, CRM upkeep, financial records and social content were all running alongside the CEO's day-to-day work.
02 — Approach
Our approach
We took ownership of each area so it ran consistently: outreach on the CEO's LinkedIn, a well-maintained CRM, up-to-date spreadsheets and on-brand social graphics.
03 — Delivery
What we did
Technology / services
- 01LinkedIn outreach for CEO Barry Levinson
- 02Freshsales CRM management
- 03Financial spreadsheet maintenance
- 04Social media graphic design
04 — Outcome
Outcome
Consistent support across outreach, CRM, financial data and design, run as one coordinated workflow.
- LinkedIn outreach
- Freshsales CRM
- Financial spreadsheets
- Social graphics