Marsden Direct Group

Posted by: Brendan Keating
Category: Case Studies, Sales Cloud
Marsden Direct Group

Project Details

  • Region: UK
  • Industry: Exhibitions and Events
  • Sub-Sector: Design Agency
  • Size of company: 10-50 employees
  • Website: Marsden Direct Group
Marsden Direct Group

About the customer

Marsden Exhibitions are a full end-to-end exhibition and events agency with a mission to design and deliver exhibition stands, events and conferences that captivate and inspire audiences. They strive to innovate and push boundaries, creating immersive experiences that leave a lasting impression on attendees.

Business Requirement and Customer Challenges

Business Requirements included:

  • Customer Relationship Management (Sales cloud)
  • Customer Service Enhancement (Service Cloud)
  • Data Synch between Salesforce and Sage to showcase financial data.
  • Task management & Internal notification
  • Forecasting
  • They were limited to the built-in features in their old CRM
  • Reporting was confusing and non-visual
  • There was no way to restrict certain parts of the system to individuals
  • Visibility of workload across the business was non-existent
  • Everything was manually done, leading to human errors and miss communications

Products implemented

Ignyto implemented the following solutions for Marsden Direct Group:

  • Sales Cloud
  • Milestones PM+ managed Package
  • Docs Made Easy Managed Package


  • Visual reporting that gives an easy-to-view quick glance to understand where the business is
  • Automation have ensured all the right people are aware at the correct times
  • We can easily separate sections of our business and view them separately
  • Customisation makes it easy to make changes based on our needs
  • Reports are way more powerful, ensuring we have full and clear visibility of our business sales and operations
  • Project management is now simpler and faster due to automation and visual project tracking
  • Monitoring new business and leads has saved several hours of work each week and ensures that no lead is missed or forgotten
  • Each department can quickly see what work is upcoming and when it is due, allowing us to plan our time and resources better.

Length of Project (Days)

35 days

Quote from the customer

“I cannot recommend the team enough; they were super helpful at every stage of the project and produced great solutions for our requirements. They really took the time to understand our business and our pain points. Communication was always clear and transparent, and our weekly meetings ensured we always knew the status of the project.

Vinnie White, Head of Creative

Contact us today to discuss how one of our Ignyto specialists can help your business implement Salesforce