The Challenge: Project Information Sharing
TAKTL faced a challenge common to many growing companies: managing and sharing internal information effectively. As Meredith, the company’s Managing Director, explained, the company had no shortage of data. However, its previous CRM system lacked the functionality to organize the information by project and share it effectively within teams.
“We weren’t optimally using our data,” Meredith said. “Because of the way our system was structured, it was difficult to share information across teams. It felt like we were missing an opportunity to improve our processes and communication.”
Since all of TAKTL’s work is project-based, the team knew they needed a better solution.
The Search for the Perfect CRM
The decision to seek a new CRM wasn’t taken lightly. TAKTL embarked on an exhaustive search to find a platform that balanced sophistication, usability, and affordability. As a relatively small team, ease of implementation was a top priority. Meredith noted that TrebleHook quickly rose to the top of their list.
“It was the intersection of sophistication and usability that sold us,” Meredith shared. “We wanted something that would work well for us now but could also grow with us as our needs evolve.”
TrebleHook stood out not only for its robust functionality but also for its transparency in pricing and implementation. Meredith appreciated the clear communication from the TrebleHook team, which set the stage for a successful onboarding process.
Implementation: From Complexity to Clarity
Transitioning to a new CRM is never without its challenges; TAKTL’s case was no exception. The unique structure of their existing data meant the implementation process required careful planning and execution. Meredith highlighted the exceptional support they received from the TrebleHook team throughout this process.
“The TrebleHook team was incredibly helpful and receptive,” she said. “The process ended up being more complicated than anyone anticipated because of how our information was previously stored and needed to be imported. But the TrebleHook team delivered on time and within budget, ensuring we got the system components we wanted.”
TrebleHook’s technical team worked closely with TAKTL to customize the platform, ensuring it aligned with their workflows and objectives. This collaboration laid the foundation for long-term success and a CRM system tailored to TAKTL’s specific needs.
The Results: Collaboration and Communication
Since going live with TrebleHook, TAKTL has seen a significant improvement in its internal project communication. One of the most notable changes has been the expanded adoption of the system across the company.
“In our previous system, only a small number of people regularly used it,” Meredith explained. “With TrebleHook, more team members are using the system, which has allowed us to be more strategic in ways we couldn’t before.”
By centralizing project and client data, TrebleHook has enhanced TAKTL’s internal communication and efficiency. Teams can now track projects, share information, and collaborate more effectively, leading to a more streamlined customer experience. This positive feedback loop has encouraged greater system usage, further amplifying its value.
Meredith emphasized how CRM has simplified internal processes, improved communication efficiency, and positively impacted its ability to provide a seamless experience for clients.
Standing Out in the Industry
TAKTL’s switch to TrebleHook CRM has positioned it to serve its clients better and differentiate itself in a competitive industry. By focusing on project-specific information and communication, TAKTL is building stronger relationships and setting a new standard for efficiency and collaboration.
A Recommendation with Confidence
Would Meredith recommend TrebleHook to others? Absolutely—and she already has. When asked about her experience, she had no hesitation in endorsing the platform.
“I think TrebleHook is an excellent choice for companies in the construction and construction products industry,” she said. “But like any customizable CRM, it works best if you go in with a clear idea of what you want to achieve. We knew what we needed, and TrebleHook helped us refine that vision and deliver on it.”
Meredith also appreciated the transparency and professionalism of the TrebleHook team throughout the process. “The implementation went smoothly because of the team’s commitment to clear communication and problem-solving. It’s refreshing to work with a company that genuinely cares about your success.”
Looking Ahead
TAKTL’s journey with TrebleHook is just beginning, but the foundation has been set for continued success. As the company continues to innovate and grow, TrebleHook will play a pivotal role in managing data, streamlining operations, and enhancing client relationships.
“We’re really happy with TrebleHook,” Meredith concluded. “It’s given us exactly what we needed—a better way to share project information effectively. We’re excited to see how it will continue to support our business in the years to come.”
At TrebleHook, we’re honored to partner with industry leaders like TAKTL. Their commitment to innovation and excellence inspires us, and we look forward to supporting their journey as they push the boundaries of architectural design.
