Intrust Global

OPPORTUNITY / CHALLENGE

Why does your firm need back office services? Did you previously handle these needs in-house?

Yes, we used to handle it in-house, but now the job is left to the experts in back office services.

What type of work does your internal staff avoid by using a back office service?

Intrust Global Services handles accounts, payroll, credit, record taking, information technology, and client transactions.

What challenge were you trying to address with the service provider?

They are experts who are highly skilled in their fields. It saves us time and the burden. They don't make errors and handle the core elements without worrying about non-core functions.

SOLUTION

Could you describe the service provider's pricing structure and how they billed you?

It's a long term deal and they are paid annually.

How did you come to work with this service provider?

My colleague from grad school who owns a small business recommended them to me.

How would you assess the service provider's ability to turn around quality work, to provide customer service, and to communicate?

They are highly skilled and knowledgeable. They work with our team and save my employees time.

How much time, in hours, does this service provider save you each month?

100.

How much money does this service provider save you each month?

$100,000.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

N/A

What are the service provider's strengths?

They are knowledgeable, smart, innovative, and understanding hard workers.

How can the service provider improve?

They could improve their prices. They are expensive.

How long has your company been working with this service provider?

2016 - Ongoing.

How much money do you spend annually with this service provider?

$200,000 to $999,999.

OPPORTUNITY / CHALLENGE

Why does your firm need back office services? Did you use to handle these needs in-house?

We used to do the work in-house. It helps us function more easily.

What types of work can your internal staff avoid by utilizing a back office service?

By using it, it helps to cut costs and time while allowing us to function better.

What challenge were you trying to address with the service provider?

We can do things more easily and faster with their help.

SOLUTION

What was the scope of the service provider's involvement?

They can increase revenue.

Could you describe the service provider's pricing structure and how they billed you?

They work with us online and by email.

How did you come to work with this service provider?

A client recommended them.

How would you assess the service provider's ability to turn around quality work quickly, their client service, and communication.

It helps us to run smoother and faster to get more work done.

How much time and money does this service provider save you each month?

It probably saves a days worth of work every month and a week's salary.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

We really love this service.

What are the service provider's strengths?

It is a great service.

What areas can the service provider improve?

Email responses from their support team could be faster.

How long has your company been working with this service provider?

It's been five years.

How much money do you spend annually with this service provider?

We spend $5,000 to $9,999.