Mercantile is a privately held transportation and courier services company, with over 25 years of experience in the industry. They specialize in offering B2B special parcel delivery and courier services. They offer different service rates and plans dependant on their clients needs.

Mercantile credits their success to the outstanding relationships their team has built with their clientele over time. This dedicated effort has led them to enjoy a loyal clientele that they have retained since opening their doors for business.  They were looking for new ways and opportunities to manage these relationships and increase their ability to coordinate internal systems and paperwork in one central location  while streamlining their corporate communications.

Throughout the detailed discussions around process flow and business flow and truly understanding the minute details and workings of Mercantile’s overall procedures the Smartdesk solution was a perfect fit for what they were hoping to achieve. The smartdesk solution allowed them to Set up custom workflows to match their business needs, create custom pipelines, custom lead stages and trigger automated tasks. Furthermore they  Used events and user actions to trigger cascading actions automatically. They had the ability to also Route sales leads to the right people in real time automatically. Setup routes to sales teams anyway you want – by service, geographic location, etc.

Mercantile continues to work with Zand Marketing on various other projects. During one of the conversations Sean Ali, V.P, Operations expressed “the smartdeskcrm solution far surpassed our expectation from implementation right down to customization and training. It has given us the ability to seamlessly coordinate various areas of the business and remain in constant communication with our most valued clients.” 

Nonmed Insurance Inc. is a federally incorporated financial services company which officially came into existence in 2003. However, the expert knowledge and experience leading to its establishment were possessed by its founders for many years prior. Made up of a highly qualified team of insurance brokers, they aim to deliver exceptional financial products and services in Toronto and GTA.

Nonmed Insurance had enjoyed success in the marketplace widely due to referral marketing. One happy customer led to another and so on. The cardinal rule is one happy customer automatically means 10 by word of mouth. They utilized this strategy and excelled their business. Although very successful already they recognized a need to be able to connect and attract new customers to their business in different unconvential ways.

Nonmed Insurance partnered with Zand Marketing, initially for a blueprint consultation. From that consultation stemmed their full comprehensive marketing plan outlining all of they key areas of growth they were hoping to achieve and a phased plan on how to reach their ultimate goals. Together with Nonmed Insurance Zand Marketing went on to implement and measure the various areas and strategies within their custom solution.

Andrew Trunchin, CEO & President said “Zand Marketing’s strong understanding of various marketing principals and strategies gave us the springboard needed to drive the next wave of our business”. Within a short period of time and during the initial phase of their plan, they were able to offer their services digitally and fluidly, automate a lot of their promotional and communicative efforts with their clients. They have been able to take their original referral model and amplify it by 67% widening their market reach and insurance brokers share.