Brookson Introduce New Opal Telecom Telephone System

Brookson has installed a new Opal Telecom telephone system, including Mitel hardware and software, across its whole business.

Brookson, a leading accountancy and umbrella company services provider, has introduced this new system to improve their customer services offering.

The new Mitel 5000 CP system allows Brookson to route calls more efficiently to the relevant experts and ensure callers receive a hassle free experience when contacting different areas within the business. The software also provides more reporting capabilities including monitoring calls and call volumes.

The move will also ensure self employed specialist accountants Brookson maximise their call efficiencies as the new software will allow simultaneous running of both PCs and the telephone system on one network.

Head of Customer Services, Peter Metcalf commented: “The introduction of this new technology is a massive step forward in terms of our service offering, allowing the business to manage increased call volumes more efficiently, ultimately leading to an even more professional service.”

Brookson’s service is ideally suited for individuals looking to set up in business, either as a sole trader or limited company, who often require more support from their accountant than just the completion of year-end accounts and tax returns. Brookson’s revolutionary approach to accountancy reduces the administrative burden of day to day bookkeeping and the time consuming administration for our customers. Brookson do the accounting so their customers do not have to. Key to its successful ‘day to day’ service is a dedicated Customer Service Team that speak to customers on a regular basis providing specialist accountancy advice. As a result, Brookson has considerable call volumes to manage on a daily basis.

Via EPR Network
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Brookson Has Improved Its Identification Assessment Process By Introducing Experian Software For Its Customer ID Checks

Brookson, a leading accountancy, tax and support services provider to the self employed, has selected Experian as the ideal partner for its Identification Software. Experian’s Authenticate Pro and Validator Plus products will be used to verify the new customers and will dramatically reduce the time it takes Brookson to complete their customer take on process.

Brookson Has Improved Its Identification Assessment Process By Introducing Experian Software For Its Customer ID Checks

Brookson’s umbrella company customers work with a wide range of recruitment businesses. The Experian partnership enables Brookson to continue to be a compliant service provider while meeting the speed of set up required by both its contractor customers and the recruitment businesses. If contractors are delayed in taking up opportunities it costs the contractor and the agency money.

Authenticate Pro accurately verifies the identity of new customers by referencing applicant details against Experian’s data sources to obtain a ‘pass’, ‘fail’ or ‘refer’ with regards to their identity. Where a ‘fail’ or ‘refer’ is signalled, a supporting tool called Validate Plus performs a remote check on information contained in official documents, such as a passport number, without the customer having to part with these.

Andrew Sloan, Head of New Business at Brookson, explained: “Introducing new and innovative solutions is something Brookson continue to demonstrate across both its limited company and umbrella company service lines. This latest addition will further streamline our joining process, in many cases allowing customers to join on the same day, provided relevant checks are passed.”

Stuart Johnston, Managing Director at Experian QAS added: “The authentication process plays a crucial part in improving business efficiencies in the financial services market: it affects the customer experience, the staff workload and the compliance levels of the company. It’s great that Brookson is integrating our product range so effectively, combining Validate Plus and Authenticate Pro to offer efficient and rapid validation of customer details and make the customer acquisition process less of a headache.”

With more initiatives in the wings, Brookson is looking to significantly increase its customer base across all services lines and continue to improve the quality of service it provides to limited company, sole trader and umbrella company customers. The new Experian software will make the joining process more efficient while delivering a better joining experience for the customer.

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Brookson Completes 2010 Strategic Recruitment Programme

Brookson, a leading tax accountant and support services provider, has completed its strategic recruitment drive to help strengthen its existing senior team in preparation for extensive 2010 growth plans.

The senior management team appointments consist of new sales and marketing director, Chris Bowden, head of group marketing, Sandi Rowley, and head of new business, Andrew Sloan. These sales appointments together with recent appointments in operations and IT build on Brookson’s tax accountant expertise to create a team with the appropriate depth of experience to achieve its growth plans.

Chris Bowden, 42, has over 20 years experience in global logistics, specialising in corporate account management and sales. Chris joins from FedEx where he managed large multinational, global accounts including Rolls-Royce, Microsoft, Dell and HP.

Appointed to communicate the development and modernisation of Brookson services through numerous new marketing channels, Chris will reaffirm Brookson’s commitment to support its customers with the latest technological innovations.

Chris will be challenged with building multi channel strategies across all Brookson service lines including limited company, sole trader and umbrella company service lines.

Sandi Rowley is a highly accredited B2B marketer and joins the Brookson team from Alliance and Leicester commercial banking, with over 21 years of direct marketing experience in the finance industry. Tasked with ambitiously growing the business through the integration of key marketing channels, Sandi will be using direct and digital strategies to support new initiatives that will position the company at the forefront of accountancy services. Sandi’s experience at A&L marketing products and services to entrepreneurs looking to set up a business will be invaluable to Brookson.

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Brookson Launches New Healthcare Initiative For Customers

Brookson has launched a new healthcare initiative with health and wellness care provider Bupa.

Brookson Launches New Healthcare Initiative For Customers

Brookson, a leading tax accountant and support services provider, has negotiated an exclusive discount with the leader in health and wellness care, Bupa, for private medical insurance.

The 25 per cent discount is applicable to Brookson customers and their immediate family to provide peace of mind now and in the future. This initiative is available across all Brookson’s service lines which include self employed customers working through their own limited company, or as a sole trader, as well as customers working through Brookson’sumbrella company as employees.

Andy Linaker, strategic business manager of Bupa, added: “Self-employed individuals are some of the most vulnerable workers in the marketplace when it comes to illness or accidents. With their focus often around securing contracts and ensuring a regular flow of work, arranging private healthcare typically falls to the bottom of the priority list. While the UK is fortunate enough to have the NHS, it is important not to underestimate the impact that prolonged waiting lists or extended treatment can have on the income of a self-employed individual.”

Bupa’s private medical insurance provides flexibility and swift access to treatments, with the minimum amount of fuss. By working closely together Brookson and Bupa plan to enhance the Bupa offering and create a variety of bespoke benefits for Brookson customers.

Brookson’s approach is to provide additional benefits to customers on top of accountancy advice and support services. Brookson want to provide their self employed and sole trader customers with the ability to plan ahead and minimise the impact on income as much as possible, should illness occur. Bupa recognise the challenges that self employed professionals face during periods of illness making them an ideal partner.

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Brookson Purchases The Latest In Customer Relationship Management Software

Brookson, a leading accountancy provider, has purchased the latest in customer relationship management (CRM) software from K3 Business Technology Group (K3).

Brookson Purchases The Latest In Customer Relationship Management Software

Brookson will use the system to drive new business through highly structured sales and marketing campaigns and it is anticipated that the system will assist the company to grow its customer base from the current 9,000 to 16,000 in three years time.

As a contractor accountant, Brookson is targeting self-employed professionals trading through a Limited company or as a self employed sole trader. Brookson will also target temporary workers that do not want to run their own business but would benefit from working as employees through Brookson’s umbrella company.

The new Microsoft Dynamics product replaces an in-house bespoke solution and is a major step forward in technology for the Warrington-based firm. It will integrate seamlessly with Brookson’s other Microsoft technology. This will provide a unique technological platform to support and focus the company’s sales efforts, allowing much greater levels of organisation so that each campaign is processed systematically.

Lee Kingshott, IS Director for Brookson, commented: “We recognise the benefits that an effective CRM management can give to our business and we are always looking for efficient ways to improve our systems. It is this innovative approach that has contributed to our continued success and we look forward to the ongoing development of the relationship with K3.”

“Brookson presents a perfect opportunity for utilising the latest in CRM technology. The system designed by K3 will enable the company to focus its sales activities by enabling more effective use of its extensive limited company and self employed sole trader prospect databases. Information will flow more freely throughout the company and there will be tighter integration with its other Microsoft technology,” said Maggi Fraser, general manager of K3 Business Technology Group.

The system is now in place and has been used throughout Brookson’s recent Revolution campaign, which was launched through eye-catching direct mailshots and emails, targeting those currently running their own business and those looking to set up a business. The campaign makes business owners aware of a service that is far removed from the traditional tax accountancy service they may currently use.

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