If you want to continue to attract, grow and keep profitable customers, the way you do business must adapt, and so must your CRM foundation

Adaptability/Agility is a key reason why we recommend  Creatio low-code CRM,  Infor CRM, and ACT! contact management  We specialize in understanding the way you do business so you can leverage the capabilities provided by these solutions- now and into the future. 

If the other CRM solutions you are considering are not easily adaptable to your business model - let's talk about what can be accomplished.

Download eBook: 7 Keys to Success with CRM - Tailor Solution to Your Needs (more)

Take a look at some ways we have tailored solutions for our clients' success.

Rapid and complete migration from NetSuite to Creatio

• With an upcoming NetSuite annual contract to expire in 3 weeks we used various data migration tools to migrate accounts, contacts, email and communication history, digital attachments, support cases, and project management data and provided customizations to Creatio cloud.
• The switch to Creatio will save this client over $20,000 additional costs between NetSuite and Creatio annual subscriptions.
• With enhanced business process management, low-code development tools and the unified Creatio CRM this client has gained additional productivity and agility to accelerate this medical services/supply business.

Serving professional services firms

• Integration client service tickets as client matters with CCH's Practice Management engagements and projects with assignment to appropriate staff members.
• Created relationship follow-up dashboard of top clients, prospects and referral sources.
• Integrated document management with account record and client case/service ticket.
• Created system to track projects and engagements.
• Created visuals for work in process for support staff and reports for managers that showed staff’s over-work or under-scheduling.
• Identified systems, configurations and related components of a high-tech IT firm's customer support sites.
• Integrated project management, time and billing with a third-party accounting system
• Set up a system to alert, notify, and realign recurring customer orders that had fallen out of their former ordering frequency.
• Extended opportunity management to track annuities, year-end growth, and policies.

Nurturing leads and customer contacts

• Sending useful educational and marketing content using email on a regular basis with statistics on Open, reopens, clicks of specific content, send to friends and invalid email addresses.
• Resulting lead scoring for hot/warm/cold interest for effective sales calling activity.
• Measurement of content that is most interesting to email recipients at the time they show the most interest.
• Reports and list of contacts/accounts that have not be followed up or 'touched' in XXX days.

Migrating Infor CRM (Saleslogix) system to Creatio low-code CRM

• Defined what items were important to migrate.
• Implemented new workflow in lead creation, capturing web page information and web traffic.
• Designed the process for migrating key components:  Accounts, Contacts, Addresses
• Designed the process for migrating appropriate communications history each record
• Performed final migration over holiday weekend
  
  

Migrating ACT contact management to Creatio

• Solved a serious need to migrate many customized tables and create new fields in a more adaptable CRM to grow as the business grew.
• Increased security with view-only access to accounts (companies) that were managed by regional teams of sales reps.
• Increased productivity and enriched user experience by allowing users to easily update CRM from Outlook.
• Added the ability to create business-wide rules that automated tasks and kept data clean.
• Enhanced mobile capabilities by tailoring menus
• Enhanced report scheduling options.

Upgrading customized Saleslogix Windows version systems to latest Infor CRM

• Improved the ROI of their current investment in CRM.
• Gained additional web and mobile access for users.
• Helped sales reps manage their time with enhanced business processes in opportunity management and reporting.
• Improved productivity and user engagement with helpful filters on accounts, contacts, opportunities, tickets and custom entities.
• Trained and refreshed skills of staff with educational videos.
• Increased productivity while working in Outlook by integrating Outlook Xbar

Implementing InboxGuru marketing automation for Infor CRM

• Customized email and newsletter templates (Mail Chimp) for the client
• Set up an asset library of sales and educational PDFs for use in emails and marketing campaigns
• Measured engagement data from marketing campaigns
• Created a new Infor CRM History view to show new marketing activity interest by contacts

Capturing leads and automating follow-up

• Automated extraction of web lead-form information to create a new lead in Saleslogix or add new interests to an existing record.
• Linked a new lead to a specific sales person/territory based on lead-form information and created a notification for the salesperson.
• Created a notification to sales management when a new lead is not followed up and their lead status updated within 24 hours.
• Created a notification to the sales person and management if a new lead has not progressed to a qualified state within X number of days

Creating and managing custom quoting and proposals

• Import new products and pricing information from spreadsheet to update pricing information and descriptions or create new product records.
• Integrate various accounting systems to create and update Infor (Saleslogix) product master.
• Export information to feeds a web site of available products with pricing.
• Integrate QuoteWerks product master
• Update catalog items and pricing from ERP system spreadsheet

Building and updating a product catalog

• Import new products and pricing information from spreadsheet to update pricing information
• Integrate various accounting systems for create and update Infor (Saleslogix) product master
• Exporting information that feeds a web site of available products with pricing.
• Integration with QuoteWerks product master
• Product catalog item inserts and pricing updates from ERP system spreadsheet.

Importing and migrating data

• Importing custom inventory/part lists into Infor CRM (Saleslogix) product catalog with business intelligence for updating pricing and custom part fields.  
• Use of Microsoft Excel spreadsheets are the data source for all types of CRM information.
• Importing Lead lists purchased from 3rd party providers and smartly adding to CRM system without data duplication.  Includes updating the assigned sales representative for quick follow up
• Importing Contact lists directly as new Accounts and contacts into Infor CRM, as prospects.
• Exporting close won and lost opportunity metrics to Excel for advanced analysis.

Managing events and analyzing linked opportunities

• Identify meeting oriented educational events, attendance of contact and related friends, event costs and linked resulting sales opportunities.
• Measurement of won sales opportunities and the revenue they generated back to the event that was the source of the lead/opportunity.

Building a waste fuel transportation, recycling, and billing system

• Identification of rail car and truck deliveries in and out of defined schedule.
• 32 chemical analytical tests result tracking per load record for lab system to determine pricing and mixing ratios of waste fuel.
• Billing system for processor and kiln operations with integration to third party accounting system.
• Advanced analytics for measuring customer lifetime value and forecasted future revenue
• Extensive management and production analysis reports with Crystal Professional
• Implemented Orbis TaskCentre for automated business reporting

Integrating accounting systems

• QuickBooks Pro Cloud, Sage Platinum for Windows, Sage 50 (Peachtree), Sage MAS 500/90, Microsoft Dynamics and several other system integrations with Creatio, Infor CRM, Infor CRM or ACT. 
• Display of past customer sales history by product and by invoice with analysis over past years' sales.
• Display of Accounts Receivable Aging balances such as 30/60/90 days.
• Display of credit balance, terms, commissions, payments, etc.
• Auto creation or updating of Accounting system customer accounts and billing contact information into CRM.
• Viewing of QuickBooks Invoices, invoice line items and payments inside of Creatio CRM and linked to accounts
• Analysis of product sales and product pricing difference among customer accounts and time frames.
• Various data imports of product catalogs, inventory items, pricing.

Supporting business relationships, community development and economic development

• Identification of various types and degrees of relationships of among people and organizations including types of influences and their rating of depth of influence.
• Tracking and management of economic development opportunities and their effect in the community and the related public relations back to the client.

Tracking skills and donations for a nonprofit

• Identification of contractor and skill trade professionals with building related skills for donation toward low income housing projects.
• Identification of financial contribution and resource donors to women aid center..

Targeting messages for e-marketing effectiveness

• Personalized email based marketing templates with company logo, contact information, table of contents, etc.
• Email Marketing Campaigns with automatic follow-up to targeted group of contacts in  ACT and Infor CRM (formally Saleslogix).
• Various marketing campaigns and newsletters using Swiftpage emarketing
• Fully integrated marketing automation: web analytics, lead capture into CRM, email and PDF readership tracking, nurture marketing campaigns, etc. with Sales Fusion or InboxGuru