“No Results Missed” Case Study Series

Automation Software CompanyCRM Customization and Reporting

Case File #3:

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.

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.

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.

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.

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.

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.

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.

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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