Formitize Case Study: UCtel

27 June, 2024
Case Study 91

UCtel: https://www.uctel.co.uk/

 

Since its establishment in 2011, UCtel has been a pioneer in delivering advanced unified communications and contact centre solutions to global enterprises. With a focus on maintaining seamless connectivity and ensuring businesses stay ahead in the competitive landscape, UCtel offers a comprehensive range of on-premise, cloud, and hybrid solutions.

 

Catering to diverse industries such as healthcare, agriculture, construction, retail, and warehousing, UCtel provides cutting-edge technology that facilitates swift communication, enhances collaboration, and optimises operational efficiency. Their commitment to innovation enables businesses across the world to thrive and excel in their respective domains.

 

 

Ivor Nicholls, a representative from UCtel, initially discovered Formitize through Xero Add Ons and later stumbled upon it while conducting a Google search using the keyword "Online Forms."

 

According to Ivor, UCtel's interest in Formitize stemmed from their desire to implement online forms for improved customer interaction, aiming to transition towards a paperless approach.

 

He emphasises that their previous processes posed several challenges for the business, including inefficiencies and labour-intensive manual data entry. Therefore, they sought a more professional and modern solution to address these issues.

 

After implementing Formitize, Ivor expresses satisfaction with the solution, finding it easy to set up and straightforward to use. While they are currently exploring its full potential, they see great promise in the platform.

 

UCtel has integrated various Formitize solutions into their workflow, including Accounting features like Invoicing, Quotes, and Payments, as well as CRM capabilities for Customer Management, Leads, and Sales Pipeline. Additionally, they utilise Paperless Forms and Web Forms for enhanced efficiency.

 

Ivor praises Formitize's Support and Customer Service teams for their responsiveness and helpfulness, making their experience even more positive.

 

In their interaction with Formitize, UCtel has availed themselves of multiple Support Tools such as the 30-Minute Walkthrough Tour, Demonstration Videos, communication with a Client Success Manager via phone/email, Getting Started Guide, Support Ticket, and User Guide, highlighting the comprehensive support available.

 

When asked to rate their likelihood of recommending Formitize to a friend or colleague on a scale from 1 to 10, Ivor enthusiastically gives a rating of "10."

 

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