Case Study: Why The Back Office Says Spiro is Better Than Salesforce

The Back Office

The Back Office is an accounting firm that works to make business simple so that business owners can focus on what they do best.

Diana Tsakiris, Chief Satisfaction Officer and Business Coach

Recently, I caught up with Diana Tsakiris, the Chief Satisfaction Officer and Business Coach at The Back Office.

I wanted to hear about their CRM selection process, and what made Spiro stand out as their CRM of choice.

Our Customer’s Pain Points

One common issue we hear from prospective customers, is how their lack of organization in their sales life is holding them back from making more sales. This was a major pain point for The Back Office. Their sales reps were not completing follow-ups in a timely manner, and sometimes, missing a follow-up all together. This was mainly due to not having a CRM that helped organize their opportunities and keep reps on top of their follow-ups, helping them to never lose sight of any deals in their pipeline.

The Back Office was also looking for a CRM that had more features than their current system. They wanted a way to make sharing information among the team easier. And they required a CRM that could integrate seamlessly with Microsoft Outlook, easily importing and syncing emails from their current system.

Spiro’s Solution

When Diana was looking at different CRM options, she was focused on not only selecting a CRM that had all the functionality she needed to address their specific pain points, but she also was determined to find a company with great customer service.

Diana had worked with Salesforce in the past, and was specifically looking for a CRM that was a more cost effective option. Spiro was the perfect answer for The Back Office. We offered an AI-Powered CRM with all of the functionality she was looking for, at a low cost to them, and with a dedication to excellent customer service.

They selected Spiro as their CRM for two main reasons:

1. Customer Service

At Spiro, every Team Edition customer has a Customer Success Manager assigned to them. This person helps import data, set up any customization in Spiro, gets all users fully onboarding, and also offers continuous training and support throughout their Spiro subscription.

2. Easy to Collaborate

Spiro makes sharing information between colleagues a breeze. Spiro users have full visibility of all interactions (emails, meetings, notes) for a contact between everyone at their organization. They can also share companies and contacts across all users at their organization, and assign Reminders and set Next Steps to other users. This provides more collaboration and less duplication of efforts to get your deals closed.

The Results

Since using Spiro, The Back Office has seen a positive increase with the ease of making follow-ups. Their reps are more organized, and the team is able to stay on top of all their deals.

As the Chief Satisfaction Officer, Diana needs to know what deals the sales reps are working on. Spiro’s reports offer her fully visibility into her team’s progress on all their opportunities in the pipeline, and give her valuable insights into any anomalies in the forecast.  Diana said, “The ease of pulling reports and being able to monitor the team’s progress and productivity has been a great service.”

Diana said, “I have been given some of the best customer service with Spiro I have ever seen. I no longer feel Salesforce is a better option no matter how big we grow.”

Spiro’s customer service has exceeded expectations for Diana. She sees our Customer Success Team as a key differentiator setting us apart from other CRM solutions out there. The Back Office has received support in helping to customize Spiro to meet their needs, and they have benefited from our continuous dedication to always improving our product.

We were pleased to hear Diana say, “I have been given some of the best customer service with Spiro I have ever seen. I no longer feel Salesforce is a better option no matter how big we grow.”