“I’ve never had to say ‘no’ internally – whatever we come up with, we can achieve it with Tribe”
Jelle Dröge • Functional administrator at Verdi Fit
Customer case: Verdi Fit
Verdi Fit chooses Tribe CRM as the driving force behind its growth and quality
From fragmented data to a single source of truth
Since making the switch at the end of 2022, occupational health and safety service Verdi Fit has completely transformed its customer management with Tribe CRM. What was previously spread across Excel spreadsheets, Outlook contacts and another CRM application is now centralised in a single platform that grows with the organisation. “I’ve never had to say ‘no’ internally – whatever we come up with, we can achieve it with Tribe,” says Jelle Dröge, functional administrator at Verdi Fit. The result: greater clarity, extensive automation that saves hours of work each week, and a proactive approach to serving customers that delivers on Verdi Fit’s quality promise.
The occupational health and safety service that does things differently
Verdi Fit, formerly known as BrinQer, is a regional occupational health and safety service with nationwide coverage, part of the Verdi Group. For over twenty years, Verdi Fit has been helping organisations keep employees healthy and productive – preferring 96% availability to 4% absenteeism. Quality comes before quantity; Verdi Fit does not aim to be the biggest, but rather a top-tier partner that proactively prevents absenteeism in close collaboration with its clients. The team serves both major organisations (such as Schiphol, Pluryn and regional hospitals) and local SMEs. These clients receive services ranging from occupational health advice, absence management, company doctors and reintegration to training courses and PMOs (Preventive Medical Examinations): all aimed at ensuring healthy employees.
Why Tribe CRM?
The deciding factor was flexibility. Tribe offered the option to customise the system themselves. Verdi Fit took part in Tribe’s Early Bird programme, during which Jelle and two colleagues learnt to build their own automations and modules. “We started consulting right from the outset: what do we want to use it for, and which processes that currently fall outside a system can we integrate into Tribe?” says Jelle. The goal was clear: a single integrated platform instead of all sorts of separate ‘islands’ of information. Moreover, the choice made sense because a sister company within the Verdi Group already had experience with Tribe, which made the transition even easier.
Widespread adoption and smart automation
Verdi Fit took a broad approach to the implementation. Whereas many organisations start small with CRM, here everyone was given access. “At Verdi Fit, it’s better to ask who isn’t using Tribe – absolutely everyone has access,” laughs Jelle. This means that every colleague always has access to up-to-date customer data and nothing is kept in duplicate anymore.
In addition to this widespread adoption, Verdi Fit has tailored Tribe down to the last detail to its own processes. With the help of Tribe’s consultants, the team built new functionalities in short iterations. A few examples of this smart automation:
- A flying start for new clients: as soon as a sales opportunity is marked as ‘Won’, Tribe automatically triggers an onboarding workflow. Tasks are assigned to all relevant colleagues to ensure the new client is fully set up before the agreed start date. No more scattered emails, but real-time insight into progress. The result: by the time the service begins, everything is sorted.
- Ongoing follow-up: Verdi Fit proactively keeps customers engaged after every service visit or training session. Tribe CRM automatically creates follow-up tasks at fixed intervals. The system reminds the person responsible to check in with the customer to see how they are doing or to ask for feedback. This ensures that no aftercare task is ever overlooked. This structured follow-up ensures that customers feel heard and supported, even after a programme has been completed – which further strengthens the relationship.
- Insight into email preferences at a single click: a striking example of Tribe’s flexibility is how Verdi Fit has recorded the communication preferences of all its contacts. “We created a ‘mail groups’ field on contacts, with a newsletter sign-up slider,” explains Jelle. If you switch that slider on for a contact, Tribe automatically sends a personalised email asking which updates that person would like to subscribe to. Via a linked Typeform form, the recipient submits their preferences, and that information is fed back into Tribe. Hundreds of contacts have submitted their preferences in this way. “It would have been an unimaginable amount of work if we’d had to send emails one by one,” says Jelle. “Now it was done at the touch of a button. I can’t actually imagine how we managed before.” Thanks to this approach, we were able to comply with new communication requirements and legislation at lightning speed, without any manual hassle.
Verdi Fit utilises Tribe as widely as possible: in addition to the examples above, supplier data is also monitored in Tribe, and even the offboarding process when a client leaves has been standardised. Everything runs through the same central application.
“People often see CRM as a tool for sales opportunities and perhaps mailings. But the package is so flexible that you can incorporate processes you might not initially think of; from automated emails and onboarding processes to customer satisfaction surveys. Discuss the possibilities. ”
Jelle Dröge • Functional administrator at Verdi Fit
Greater clarity, time savings and customer focus
The effects of this CRM transformation are clearly noticeable. All information can be found in one place and is available to everyone. Meetings run more efficiently, as people can see directly in Tribe which sales processes are ongoing, which actions are pending and who is working on what. Jelle and his team no longer have to dig through email archives to know where they stand with a client: they simply open Tribe.
In addition, a massive efficiency boost has been achieved. Because many routine tasks have been automated, they save a huge amount of time. “It saves an incredible amount of time – I can’t imagine how we used to do it,” says Jelle, referring, for example, to the email preferences process. His colleagues can now focus on substantive customer contact rather than administration. The benefits are also felt internally: staff have embraced the system because it makes their work easier (after all, much of it is already taken care of or reminded for them).
In addition, a massive efficiency boost has been achieved. Because many routine tasks have been automated, they save a huge amount of time. “It saves an incredible amount of time – I can’t imagine how we used to do it,” says Jelle, referring, for example, to the email preferences process. His colleagues can now focus on substantive customer contact rather than administration. The benefits are also felt internally: staff have embraced the system because it makes their work easier (after all, much of it is already taken care of or reminded for them).
Customers are reaping the benefits too. Verdi Fit can now closely track every lead and every ongoing appointment. “I don’t believe you can keep your work organised and your follow-up tight without CRM, certainly not with so many customers,” notes Jelle. Thanks to Tribe, Verdi Fit always stays one step ahead for the customer. For example: on the day a new customer starts, everything is already ready (accounts, appointments, files) because that process began in Tribe weeks earlier. And should a client’s organisation change or leave, Verdi Fit ensures a smooth handover process via Tribe, keeping the door open for future collaboration. This professional, proactive approach boosts client satisfaction and sets Verdi Fit apart in the market.
Partners in success and looking to the future
During the implementation and roll-out, Verdi Fit found the collaboration with Tribe to be very positive. “We’ve naturally faced challenges too, but Tribe has always supported us well,” shares Jelle. The Tribe team also actively contributes ideas regarding new requirements. For instance, they provided feedback to make the Outlook and calendar integration more user-friendly. That open communication builds trust. Moreover, Jelle sees that Tribe is constantly developing new features. He recently took part in a Tribe webinar on AI integrations, including the Tribe AI Sales Agent and customer sentiment analysis. “It’s incredibly interesting to see what’s already possible with AI,” says Jelle, who follows such innovations closely.
Verdi Fit is therefore looking ahead to the next round of optimisations. Internally, the company’s motto is: ‘achieving as much output as possible with as little input as possible’. They aim to further automate everything that is repetitive, and to make complex data (such as turnover or capacity planning) transparent via Tribe for better forecasts. Verdi Fit is also working with sister companies on a single shared Tribe environment for the entire Verdi Group. This will enable leads and customer information to be shared and utilised across the group in the future.
Jelle’s tip for any growing business
“Think beyond just sales,” advises Jelle to organisations starting to use Tribe (or CRM in general). “People often see CRM as a tool for sales opportunities and perhaps mailings. But the package is so flexible that you can incorporate processes you might not initially think of; from automated emails and onboarding processes to customer satisfaction surveys. Discuss the possibilities.” With Tribe, Verdi Fit has discovered that the only limit is your own creativity. “You always say: the sky’s the limit. For me, the sky isn’t the limit – it goes much higher!” concludes Jelle enthusiastically.
Streamline your sales process with Tribe
With Tribe's sales module, you create detailed sales opportunities that contain all the info to
guide you efficiently through the sales process.
From capturing contact moments to effortlessly generating professional quotes, streamlining tasks
allows you to focus on closing deals, not paperwork.
guide you efficiently through the sales process.
From capturing contact moments to effortlessly generating professional quotes, streamlining tasks
allows you to focus on closing deals, not paperwork.
