The Client had been using ACT! for almost 20 years, the annual upgrade and support costs were excessive so the cost of ownership was also becoming an issue. Having recently gone location independent they needed CRM systems that allows access from anywhere on a selection of devices. They needed a reliable low cost CRM system to ensure 30 staff could operate efficiently from anywhere.
No in-house IT skills, no servers, no single database with all customers in it and there were many islands of data in spreadsheets and private databases. They had no single templates for presenting their products and services.
Taking the layouts used by the top female sales person and her methodologies we collated all company data and fact sheets and prepared a single central library of resources. All Outlook address booked were exported and then de duplicated into a WiredContact database, this reduced the number of unique contacts they thought they had from 130,000 to 50,000. Staff conveyed they used a mix of IPad, Iphone, Mac and PC to work from home and on the road.
Layouts and templates were agreed and implemented with consideration for device and team differences.Try our live demo now!
Access on a need to know basis was initially agreed. As staff are not commission based this was later removed from some users to allow open and almost unrestricted access. The only people who can delete are line managers.
Full control was passed to the client one week after initial call, system is working with postcode integration so they only need enter the Postcode and then select the correct record.