Steve Wilmes Consulting, Inc. What We Do
Who We Are
Contact Us
  Home > What We Do > Pivotal

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. It is about leveraging anything anyone knows for the benefit of the whole company and the customer.

Having an effective CRM strategy not only increases sales, it increases customer satisfaction and therefore customer retention.

Why Pivotal?

We choose to be a Pivotal integrator because we like how clean Pivotal is technically and how quickly one can customize the software.



Click Image to Enlarge

Click Image to Enlarge


 

Home | What We Do | Who We Are | Contact Us

Copyright © 2001-2010, Steve Wilmes Consulting, Inc. All rights reserved. Privacy Policy