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 highly recommend Creatio low-code CRM with Business process management as replacements for  Infor CRM or 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.

Migrating Infor CRM (Saleslogix), Salesforce, Act!, and Connect Wise 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 lower CRM user need - holiday weekend
• Redefined business processes and create new workflow automation
• Implemented personalized decision management, analytical dashboards

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, 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 differences among customer accounts and time frames.
• Various data imports of product catalogs, inventory items, pricing.

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 to be followed up or 'touched' in XXX days.

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.

Supporting business relationships, community development and economic development

• Identification of various types and degrees of relationships among people and organizations including types of influences and their rating of the 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, donations and memberships for nonprofits

• 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.

Serving professional services firms

• Integration client service tickets as client matters with CCH's Practice Management engagements and projects with assignments 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 a 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.
  
  

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

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 salesperson/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 salesperson 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 website 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.

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

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 (formerly Saleslogix).
• Various marketing campaigns and newsletters using Act! emarketing
• Fully integrated marketing automation: web analytics, lead capture into CRM, email and PDF readership tracking, nurture marketing campaigns, etc