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Why
Customer Relationship Management (CRM)?
CRM is the natural progression of Sales Force Automation (SFA). In SFA
it is important to be able to track sales efforts and their successes
and failures. It is important to centrally record touches with the leads
so others on the same team can all know what is going on with a particular
prospect. SFA gives you tools to examine what has happened and forecast
the future. CRM is a step beyond that. It is about the whole organization
knowing the status of not only prospects but customers as well, about
knowing when the phone calls, meetings or emails were and what was discussed.
Is about knowing industry specific intelligence gathered using best practices
pushed on the users by the system. It is about leveraging anything anyone
knows for the benefit of the whole company and the customer.
As the description above says, CRM is not just software, it is a mindset,
it is well thought out processes, and it is a software component that
empowers the organization to meet its goals such as centralizing data
and pushing out best practices and methodologies to the employees.
Having an effective CRM strategy not only increases sales, it increases
customer satisfaction and therefore customer retention.
Our Expertise?
Our consultants have been doing CRM for the past 10 years and have expertise
across many different packages and sales methodologies. We have implemented
packages including Pivotal, Microsoft CRM, Siebel, Aurum, Goldmine, ACT
and many custom solutions built in a variety of technologies.
We have focused our company on two packages that we feel best help us
to hit our target market.
Why Microsoft CRM?
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This new package
is based entirely on a .NET architecture. It comes out of the gates with
very tight integrations to MS Outlook and eEnterprise for backoffice.
It is offered in either a sales, a service, or a suite version. These
packages come in both standard and professional versions. The target market
of MS CRM is small to low end of midmarket however it can go in well as
a workgroup or department level solution at even very large companies.
The package goes in fast, can often use a lot of a companies existing
infrastructure and will even get better as future versions come out.
We chose to be a Microsoft partner/integrator because we like how clean
and easy the software is to work with. The feature set and technology
for its target market sets it apart from its competitors.
We have been a MS CRM partner since the software was in beta and had one
of the first sales/implementations of this exciting new package.
Contact us if you need help deciding
if MSCRM might be a good fit for you.
Why Pivotal?
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Pivotal offers
a full suite of software including windows, browser and PDA/WAP clients,
a PartnerHub for a companies partners to interact with joint accounts, a
CustomerHub for prospects and customers to interact with their data, remote
synchronization of multiple tiers of servers and users, MS Outlook synchronization,
call center functionality, analytics, multiple sales methodologies and various
vertical market versions.
We chose to be a Pivotal partner/integrator because we liked how clean Pivotal
is technically and how quickly one can customize the software. The toolkit
empowers you to quickly build almost any functionality needed.
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The solution
scales well from twenty to thousands of users. It can use existing infrastructure
such as existing MS SQL, Oracle, IIS or MS Exchange servers to keep implementation
costs down.
We
have been working with Pivotal for the last 4 years and have worked with
almost all of their versions and technologies.
Contact us if you need help deciding
if Pivotal might be a good fit for you.
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