Boutique Agency: Responsive Communications

Tracy manages a boutique advertising company and has just hired her 10th employee. Whilst she keeps a close eye on her large contracts, many clients are engaging her staff for a series of smaller customised services - making it difficult to keep across her staff's interactions with clients.

The idea that Affinity was able to centrally track critical client communication with staff was what initially drew Tracy in, freeing up time that would normally be spent chasing staff for client and task updates. Being web-based also minimised user adoption risks, as her designers occasionally work away from the office and use a combination of PC's and MACs.

Acquiring the software with 3 Power User licenses upfront made sense for Tracy, banking on the accelerated depreciation thanks to Federal stimulus, and her plan to keep ongoing costs at a minimum.

• User licenses: $3525 upfront and $133.75/month
• Modules: Contracts, Issues, Prospects $3,600 upfront and $60/month
• Services: Data Import $1200, Initial training $1200
• Total setup cost $9525
• Monthly cost $193.75

End value

• faster delivery of services, estimated 20% more business from existing clients valued at $160,000
• Increased visibility and accountability of employee efforts; retention improved by 30% valued at $45,000
• Total value: $205,000

• Sounds great, I'd like to get a quote

Consulting Business: The Richardson Group

Edward runs a 25 person consulting firm, with 8 consultants and 17 researchers and admin staff. Previously, he'd been managing and tracking projects manually and, sales were done in an ad-hoc way by the consultants. He wanted to systemise their sales and marketing functions, and increase tracking of client projects to provide a platform for growth and improved service levels.

Edward bought Affinity Power licenses for each consultant and setup Standard accounts for his other 17 staff. He had some initial customisation to ensure their unique workflow details are captured, and got everyone involved in initial training sessions. He chose the subscription option over buying the software outright to manage cash flows.

• Users licences: $760/month
• Modules: 3 instances of tracking + Campaigns + Events $480/month
• Services: One-off customisations $3,600, Initial training $1,800.
• Total setup cost: $5,400
• Monthly cost: $1,240

End value

• Reduced data entry time by 2 hours per week, estimated saving across the team: $122,000/yr
• Improved client service levels, est value of $5,000 per client/yr@20 clients = $100,000 value
• Increased control, decreased risk - estimated value $65,000 per year.
• Total value: $287,000

• Sounds great, I'd like to get a quote

Enterprise Software Firm: Spherical Software Group

Mike is the head of a software outfit that employs 100 staff, including 15 sales people, a service desk of 10 and a dozen in the project delivery team. Through its growth over the years, the systems, database and client processes used by these key divisions have become siloed. This has made it impossible for executives to get a single view of a client's relationship with the firm.

With the aggressive sales targets and tight budget the Board had set out for Mike, he knew he needed a system that would reduce the friction and increase coordination between his company's divisions, while giving him better visibility of how the business was performing. After searching the market for a product which catered for service-driven companies, Mike found Affinity's design ideal for equipping the sales, service and implementation teams.

The subscription licensing model with no capital investment costs fit his budget constraints, and gave them the option to invest more in tailoring the system and training sessions. His company now has a single client service platform for the first time, which has brought a renewed confidence to both the service teams and the Board's ability to manage the business.

• Users: $3800/month
• Modules: $540/month
• Total: $4340/month
• Implementation Services: $14,000

End value

• Shorter sales cycle, saving $65,000/year on "wining and dining"
• A smoother transitions with delivery team, saving 2 weeks per project valued at $270,000/year
• 4/5 work-in-progress meetings replaced with centralised reports, saving $145,000/year
• Total value: $480,000

• Sounds great, I'd like to get a quote