a crm system customization and clean-up for an automated payments software company
DESCRIPTION
This automation software company was not satisfied with what they were getting from their CRM system. After a thorough evaluation, patient understanding of the company's process, a program clean-up, and customized reporting InfoGrow was able to help the software company get what they wanted from their CRM.TRANSCRIPT
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“No Results Missed” Case Study Series
Automation Software CompanyCRM Customization and Reporting
Case File #3:
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About The Company
• For over 30 years, this software company has provided automation solutions for manual document and payment processes across many industries. They offer a robust selection of applications that are built to integrate seamlessly with ERP and other financial software.
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The Problem They Had ?
• Their CRM system was installed correctly by their IT department, but the organization’s management was still not satisfied with its total performance.
• The company was hoping for more insight into the performance of their team and what they might do differently to improve.
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Why It Didn’t Work
• While the IT department had installed the CRM correctly, and even made some customizations, they had other responsibilities to keep up with - so proper training for the users, and fully utilizing all the system had to offer got lost in the shuffle.
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What Did They Do?
• The software company requested a CRM Assessment from InfoGrow, hoping to see how they could get more out of their CRM and get closer to the ROI they expected when they initially installed the program.
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What Did InfoGrow Do?
• InfoGrow started by getting to know this software company’s process and the goals they were hoping to achieve.
• From there, they were able to offered smart tweaks and recommendations for the CRM system and the users interaction with it.
• InfoGrow also repaired a plug-in that was not functioning properly, and provided a series of custom reporting so that users and management could better monitor performance.
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What Did the Software Company Gain?
• Because of these efforts and InfoGrow’s commitment to continually sharing knowledge with customers and CRM Administration, the company:
– Grew in their skill set to support and maximize their CRM system.
– Gained insight from custom reports that helped to track progress and opportunities.
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Were They Satisfied?
• This software automation company was very pleased with InfoGrow’s responsiveness, attention to detail, timely support, and technical ability.
• They are now satisfied with their CRM system and feel like they are getting what they want from it.
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In the End
• By working together with InfoGrow, the company was able to tailor their CRM system to fit their specific business needs, resulting in:
– Clean up of programing and malfunctioning plug-ins– Customized reporting– Increased knowledge of CRM to support their system
and use it more efficiently
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