Cornerstone Security
Less double handling. A clearer view ahead.
A Fergus-connected sales CRM for Cornerstone Security, with less repeated admin, clearer forward-work reporting and an office dashboard that updates automatically.
Separate systems.
Extra work.
Andrew had built Cornerstone from the ground up, but keeping its systems lined up was taking too much attention. Their Zoho CRM and Fergus setup involved repeated admin, information was difficult to keep current and upcoming work was hard to see across both systems. We spent time with Andrew and Susanna to understand the team’s day and where things got stuck.
Built around
their day.
- A custom sales CRM shaped around Andrew, Susanna and the team
- Fergus integration, with estimates and product lists managed in Fergus
- Connected sales stages, enquiries and follow-ups with less double handling
- Forward-work reporting within the CRM
- An office TV dashboard that updates automatically from the CRM
- A CRM owned by Cornerstone, developed through ongoing team feedback
“It’s been great to finally find a company that can integrate or replace our many different, separate systems with one cohesive, sales-oriented platform: our new customised Cornerstone CRM! Stephen and the team have been great to work with, delivering the initial scope. We’re looking forward to developing it further to streamline our quoting and customer follow-up processes, ensure a consistent approach to all enquiries, and maximise results and return on investment. Thanks, team Virtual Innovation!”
CEO, Cornerstone Security
Their process. Their business asset.
We began with conversations about what the team did, what they liked and what frustrated them. The admin team’s repeated tasks and Andrew’s need to see forward work helped us decide where the CRM needed to make a difference.
Cornerstone wanted to keep preparing estimates in Fergus, where its product lists were managed. We connected that work to the custom CRM so the team could follow the sales process with less repeated entry. Fergus remained part of their working day.
We also built a dashboard for an office TV, automatically updated from the CRM. It gives the team a shared view of upcoming work within the same platform, making the forward-work picture easier to see.
We worked in stages with Andrew and Susanna, refining the system as the team used it, with security a core consideration. Cornerstone now owns a CRM with its processes built into the way people work. It is an asset the business can keep improving, helping staff learn the steps while reducing the need to repeat them manually.
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