“When we first started off on the process, things were changing on a weekly basis, but now we have a lot of stability. Things are a lot more automated, making the running of the business a lot easier.”


Profile Financial Solutions first started its relationship with StoneHouse a little over 12 months ago, when the business was looking for a CRM system to improve its efficiency business and develop its overall service. Members of their team had visited a number of networking events and people they had met had been very complimentary about StoneHouse.


Based in the B1 Business Centre on Davyfield Road in Blackburn, Profile currently employs 22 staff who are experts in the financial services industry. Clients are serviced to a very high level, regardless of their level of assets. Profile’s typical clients have a more modest set of assets and require an intermediate level of support, but still receive great quality independent advice.

Specialists in Pension and Insurance products, Profile seeks to either improve the performance of pensions or at least reduce the annual charges, and saving money on the insurance products its clients require.


Profile was in the market for a system that would help them manage cases, as well as having a solid platform to maintain documents and communications, but the business needed one that could do it effectively. With the business growing and expanding, it had become extremely difficult trying to do this manually. The current approach wasn’t working and was causing serious problems which needed to be addressed.  A quality IT support system was needed to help them in moving forward which is where StoneHouse came in to lend a helping hand.


Colin Ryan, Business Support Manager at Profile explained the decision in commissioning StoneHouse. He said, “StoneHouse had been highly recommended to us by a number of people at networking events so we invited them for a period of due diligence along with others. StoneHouse’s technical knowledge shone through above anyone else, their Sage package was attractive and the system they provided us with was adaptable to our needs. This was exactly what we wanted and needed, they absolutely fit the bill.”


StoneHouse Logic encouraged Colin and the team to implement a customer relationship management (CRM) system to help with the running of the business and it is now held in the highest regard by all of Profile’s employees. Colin explained, “The CRM system is crucial to our service. It has given us a lot more visibility of our cases. We now have reports that are all based on one database, and the CRM now actually drives the operation of the business, which has had an immense impact.”


Profile are over the moon with the durability that they have established as a result of StoneHouse’s services, and are looking to take that forward with them in the future. Colin said, “When we first started off on the process, things were changing on a weekly basis, but now we have a lot of stability. Things are a lot more automated, making the running of the business a lot easier. We believe we have even more efficiency to be had through StoneHouse and the services and products they have on offer.”

Download Case Study

Size: 476 B ChessAquisition Size: 1 KB Chess-Aquisition Size: 120 KB Acquisitions - Landing Page - StoneHouse Size: 1 MB Acquisitions - Landing Page - StoneHouse Size: 85 KB Excel Reporting for Sage 200c Datasheet Size: 85 KB Sage 200c Manufacturing Datasheet Size: 120 KB Sage 200c Financials Datasheet Size: 90 KB Sage 200c Commercials Datasheet Size: 10 MB Sage 200 Cloud Brochure Size: 22 KB Stonehouse Logic Strapline Size: 3 MB JT-Stonehouse-08-08-2017-3-HIGHRES-CROP Size: 11 KB Mark hope Size: 8 MB SAM_8504 Size: 3 MB JT-Stonehouse-25-09-2017-1a-HIGHRES-CROP Size: 7 MB DSC_1927 Size: 5 MB DSC_1923 Size: 6 MB DSC_1912 Size: 7 MB DSC_1724 Size: 5 MB DSC_1741 Size: 7 MB DSC_1746 Size: 116 KB cyber-security-image Size: 1 MB Azure Workshop Size: 1 MB Welcome to Azure Workshop Size: 2 MB Azure Workshop Networking Size: 477 KB sicon Size: 276 KB sicon Size: 3 MB Planning Size: 1 MB cyber security Size: 38 KB shl-cyber security5 point checklist Size: 46 KB Free Guide to Online Safety for your Business and Family Size: 29 KB Cyber Essentials -HM Government Size: 6 MB Mark Hope Size: 1,023 KB joseph-ethan Size: 40 KB Microsoft Azure Size: 3 MB dsc_1768 Size: 5 MB dsc_1749 Size: 2 MB joeethan Size: 15 KB shl-logo-large Size: 10 KB shl-logo-small Size: 182 KB Sally & Mark Hope cut the ribbon with Hyndburn MP Graham Jones Size: 11 KB shl-new-premises-title Size: 187 KB shl-new-premises-img Size: 602 B shl-new-premises-checks Size: 50 KB shl-new-premises-bg Size: 5 KB shl-new-location-title Size: 146 KB shl_new_location Size: 907 KB Office Size: 1 MB Stonehouse Logic New home Size: 12 MB Cloud Computing - 30177138 Size: 308 KB dreamstime_s_62364545 Size: 62 KB Office 365 Workshop Invite - May - Yorkshire Size: 41 KB Office 365 Workshop Invite - April - Yorkshire Size: 811 KB Profile FS Size: 13 KB James place logo Size: 294 KB James Places Size: 246 KB IMG_0016a Size: 4 MB IMG_0016 Size: 449 KB dreamstime_s_44183291 Size: 49 KB Redrose-sidebar Size: 50 KB Redrose-footer Size: 22 KB RRA16 website Size: 45 KB RRA16 weblog Size: 205 KB Adams & Co Size: 8 KB Service alliance logo Size: 234 KB Service Alliance Size: 5 KB favicon Size: 5 KB home-cs-wording-b Size: 7 KB home-cs-wording-a Size: 114 KB home-cs-ep-bitumen-bg Size: 135 KB home-cs-ep-bitumen-bg Size: 153 KB home-cs-ep-bitumen-bg Size: 286 KB home-cs-ep-bitumen-bg Size: 5 KB cs-worry-less Size: 6 KB cs-work-together Size: 5 KB cs-work-easier Size: 171 KB home-cs-ep-bitumen-bg Size: 450 KB EP Bitumen Size: 130 KB cs-indx-ep-bitumen Size: 450 KB EP Bitumen Case Study Size: 7 KB home-cs-wording-right Size: 9 KB home-cs-wording-left Size: 17 KB home-cs-wording-centre-b Size: 6 KB home-cs-wording-centre-a Size: 5 KB cs-ep-bitumen-logo Size: 11 KB cs-ep-bitumen-header Size: 85 KB cs-ep-bitumen-bg Size: 717 KB Print Size: 69 KB jack-doran Size: 214 KB themis Size: 691 KB Falcon-Products Size: 455 KB Falcon Products Ltd Case Study Size: 19 KB falcon-logo Size: 721 KB paul-leck Size: 401 KB nick-clarke-BW Size: 643 KB nick-clarke Size: 397 KB matt-inkle-BW Size: 599 KB matt-inkle Size: 379 KB mark-hope-BW Size: 598 KB mark-hope Size: 391 KB mark-edwards-BW Size: 636 KB mark-edwards Size: 407 KB jonanne-catmell-BW Size: 621 KB jonanne-catmell Size: 412 KB andy-long-BW Size: 647 KB andy-long Size: 935 KB sally-hope-BW Size: 846 KB Sally-hope Size: 387 KB rob-stanway-BW Size: 611 KB rob-stanway Size: 430 KB paul-leck-BW Size: 602 B red-rose-awards-squares Size: 30 KB red-rose-awards-logo Size: 20 KB red-rose-awards-description Size: 218 KB red-rose-awards-bg Size: 2 MB Red Rose Awards 2015, Winter Gardens, Blackpool, Lancashire Size: 2 MB Red Rose Awards 2015, Winter Gardens, Blackpool, Lancashire Size: 53 KB B_7iJfBWcAAVO8a Size: 796 KB RRA15-finalist Size: 2 MB Jacob B&W Size: 3 MB Paul Leck BW Jacket Tie Size: 4 MB Paul Leck Colour Jacket & Tie Size: 1 MB Andy Long B&W Jacket no Tie Size: 1 MB Andy Long Colour Jacket no Tie Size: 1 MB Rob Tie B&W Size: 1 MB Rob Tie Colour Size: 2 MB Nick Clarke B&W Jacket & Tie Size: 3 MB Nick Clarke Colour Jacket & Tie Size: 958 KB Matt Jacket & Tie B&W Size: 1 MB Matt Jacket & Tie Colour Size: 1 MB Mark Edwards B&W Tie Size: 2 MB Mark Edwards Colour Tie Size: 3 MB Sally B&W 1 Size: 4 MB Sally Colour 1 Size: 2 MB Mark Hope B&W Jacket & Tie Size: 2 MB Mark Hope Colour Jacket & Tie Size: 1 MB Jo Colour - 1 Size: 1 MB Jo BW Size: 132 KB ESET-Gold-Partner-L Size: 23 KB ESET-Gold-Partner-L Size: 333 KB Cyber Awareness - Lancashire - March Size: 95 KB Cyber-Security Size: 209 KB Office 365 SharePoint - March - Yorkshire Size: 209 KB Office 365 SharePoint - March - Newcastle Size: 209 KB Office 365 SharePoint - March - Manchester Size: 158 KB Office365 (4) Size: 152 KB Office365 (3) Size: 46 KB Office365 (2) Size: 1 MB One Cost Size: 22 KB One Cost Size: 926 KB Walsh SHL Case Study Size: 811 KB Profile FS Case Study Size: 926 KB Walsh Size: 100 KB Walsh Size: 258 KB Manchester Size: 311 KB 2014-11-03-13-02-30~2 Size: 83 KB Micrsoft-Gold-Partner Size: 36 KB logo-SageCRM-v1 Size: 3 MB Apprentices B&W 2 Size: 253 KB CRM Size: 177 KB west coast bus Size: 276 KB Windows 10 Size: 205 KB Lancashire November Size: 3 MB Paul Leck BW Jacket Tie Size: 2 MB Paul Leck B&W Shirt & Tie Size: 215 KB Yorkshire Size: 207 KB Newcastle Size: 116 KB Paul-Leck Size: 145 KB Andy-Long Size: 327 KB Mark-Hope Size: 226 KB Sally-Hope Size: 156 KB Paul-Leck Size: 591 KB Nick-Clarke Size: 216 KB Matt-Inckle Size: 154 KB Mark-Edwards Size: 270 KB Andy-Long Size: 1 MB Rosefox Papers Size: 84 KB Rosefox Size: Internet Safety Size: 105 KB Padlock Size: h Size: Nanny Net Size: 212 KB Yorkshire Size: 217 KB Manchester Size: 202 KB Cloud Small Size: 2 MB h Size: 226 KB People at seminar Size: 811 KB Profile FS Size: 811 KB Profile FS Size: 12 KB logo Size: 268 KB rweghwerh Size: 165 KB 3 Size: 79 KB cloud2_55171579 Size: 15 KB logo-sage100-630x200 Size: 70 KB Sage%20100%20box Size: 4 KB Vc5ZG Size: 106 KB Microsoft all comps Size: 1,002 KB STONE HOUSE LOGIC_7/11/12 Size: 23 KB wegfqerhg Size: 24 KB untitled Size: 997 KB STONE HOUSE LOGIC_7/11/12 Size: 10 KB Sage Size: 543 KB STONE HOUSE LOGIC_7/11/12 Size: 2 MB IMG_0033(2) Size: 52 KB Microsoft-SBS-2003-logo Size: 922 KB Website Size: 24 KB windows_xp Size: 16 KB matt-inckle Size: 470 KB December 2013 Newsletter Size: 380 KB October 2013 Newsletter Size: 403 KB September 2013 Newsletter Size: 25 KB office-365 Size: 820 KB Tips and Shortcuts for Microsoft Word Size: 22 KB mobile-working Size: 16 KB byod Size: 57 KB fully-managed-and-outsourced-IT Size: 121 KB desktop-and-network-support Size: 1 MB Shaws Size: 795 KB Kerax Size: 721 KB Hill Biscuits Size: 367 KB Douglas Lee Size: 184 KB deView Size: 1,007 KB Blackburn Chemicals Size: 580 KB The Death of Microsoft Windows XP Size: 210 KB Outlook Hints and Tips Size: 785 KB Microsoft Word Hints Size: 118 KB Sage CRM vs Sage 200 CRM Datasheet Size: 2 MB Sage CRM Socia Media Size: 2 MB Sage CRM Sale Datasheet Size: 857 KB Sage CRM Product Brochure Size: 302 KB Sage CRM On Demand vs On Premise Datasheet Size: 2 MB Sage CRM Marketing Datasheet Size: 93 KB Sage CRM Fast Return on Investment Size: 496 KB Sage CRM Emarketing Datasheet Size: 118 KB Sage CRM Datasheet Size: 2 MB Sage CRM Customer Service Datasheet Size: 3 MB Sage CRM Cloud Brochure Size: 1 MB Sage CRM Cloud 7.1 Whats New Size: 262 KB Sage CRM Brochure Size: 1,005 KB Sage CRM Benefits of Email Marketing Size: 294 KB Sage CRM Accelerate out of the Downturn Size: 760 KB Sage CRM 7.2 Whats New Size: 179 KB Sage 200 Manufacturing Datasheet Size: 810 KB Sage 200 Manufacturing Brochure Size: 569 KB Sage 50 Manufacturing Datasheet Size: 426 KB Sage 50 Manufacturing Brochure Size: 776 KB Microsoft Office 365 for Small Business Size: 398 KB Microsoft Office 365 for Medium Business Size: 248 KB Choose your new Office Size: 391 KB Windows Small Business Server Whats New Size: 3 MB Windows Small Business Server Family Brochure 2011 Size: 491 KB Windows Small Business Server Brochure Size: 10 MB Windows 8 Product Guide Size: 10 MB Windows 8.1 Product Guide Size: 62 MB Windows 7 Product Guide Size: 260 KB Upgrade to Small Business Server 2011 Size: 537 KB 10 Reasons to Consider a Server Size: 213 KB Upgrading from Sage 50 to 200 Datasheet Size: 4 MB Upgrading from Sage 50 to 200 Size: 369 KB Sage 50 and Sage 200 Comparison Grid Size: Size: 173 KB Upgrading-from-Sage-50-to-200 Size: 315 KB Fast-Track-Sage-Implementation Size: 191 KB Sage-CRM Size: 816 KB Sage-50-Manufacturing Size: 330 KB Sage-200-Manufacturing Size: 153 KB Sage-200-Suite Size: 157 KB Microsoft-Office-365 Size: 396 KB support-contract Size: 103 KB recruitment Size: 92 KB about-us Size: 86 KB Sally-Hope Size: 87 KB Robert-Stanway Size: 74 KB Nick-Clarke Size: 82 KB Matt-Inckle Size: 89 KB Mark-Hope Size: 75 KB Mark-Edwards Size: 57 KB CS-Logo-Shaws Size: 4 KB CS-Logo-Kerax Size: 24 KB CS-Logo-Hill-Biscuits Size: 43 KB CS-Logo-Douglas-Lee Size: 4 KB CS-Logo-de-View Size: 8 KB CS-Logo-Blackburn-Chemicals Size: 224 KB Stonehouse Logic_15/11/12 Size: 216 KB Web Size: 239 KB Web Size: 163 KB Web Size: 162 KB Web Size: 333 KB Web Size: 4 KB home-cs-kerax-logo Size: 14 KB home-cs-kerax-quote Size: 10 KB home-cs-kerax-title Size: 50 KB home-cs-kerax-bg Size: 23 KB home-cs-doudlas-lee-logo Size: 17 KB home-cs-douglas-lee-quote Size: 8 KB home-cs-douglas-lee-title Size: 36 KB home-cs-douglas-lee-bg Size: 63 KB cs-shaws-bg Size: 12 KB cs-shaws-header Size: 9 KB cs-hill-biscuits-header Size: 82 KB cs-hill-biscuits-bg Size: 14 KB cs-kerax-header Size: 42 KB cs-kerax-bg Size: 11 KB cs-douglas-lee-header Size: 35 KB cs-douglas-lee-bg Size: 12 KB cs-deview-header Size: 34 KB cs-deview-bg Size: 13 KB cs-blackburn-chem-header Size: 112 KB cs-blackburn-chem-bg Size: 102 KB panel-logos Size: 8 KB cs-de-view-title Size: 16 KB cs-de-view-quote Size: 6 KB cs-de-view-logo Size: 35 KB cs-de-view-bg Size: 1 KB cs-label Size: 10 KB cs-blackburn-chemicals-title Size: 16 KB cs-blackburn-chemicals-quote Size: 14 KB cs-blackburn-chemicals-logo Size: 849 B cs-blackburn-chemicals-checks Size: 107 KB cs-blackburn-chemicals-bg Size: 211 KB products-bg Size: 9 KB prod-head-01 Size: 50 KB pdf-icon-2 Size: 52 KB pdf-icon Size: 150 KB cs-headers-tmp Size: 8 KB sage-logo Size: 11 KB microsoft-partner-logo Size: 6 KB company-strap Size: 8 KB hp-row-04-img-c Size: 19 KB hp-row-04-img-b Size: 43 KB hp-row-04-img-a Size: 13 KB hp-row-03-img-b Size: 20 KB hp-row-03-img-a Size: 21 KB hp-row-02-img-d Size: 14 KB hp-row-02-img-c Size: 36 KB hp-row-02-img-b Size: 6 KB hp-row-02-img-a Size: 4 KB hp-row-01-img-c Size: 24 KB hp-row-01-img-b Size: 11 KB hp-row-01-img-a Size: 28 KB global-logos-strap-line Size: 41 KB header-05-bg Size: 34 KB header-04-bg Size: 33 KB header-03-bg Size: 41 KB header-02-bg Size: 50 KB header-01-bg Size: 3 KB footer-tel-no Size: 22 KB stonhouse_logic_logo Size: 16 KB stonhouse_logic_logo_small
Next »Page 1 of « Prev