Situation A publicly traded property and casualty insurance agency, that offers franchise opportunities across the US Client wanted to expand Intacct functionality to include advanced contract and revenue management modules The existing custom developed finance integration was written by a single developer that was no longer with the organization, limiting ability for changes and modifications Legacy integration between Salesforce and Intacct that … Read more
Situation The company has been on a steady growth path introducing a new medical device and treatments to the aesthetic market The company’s current systems were separate, the marketing, the outside sales, inside sales, service and account management teams all used different non-integrated systems We worked with the client to create a SalesForce design that … Read more
Situation Company had acquired numerous smaller entities over the years and hadn’t optimized their sales processes and staff Manual process of inputting sales orders; sales representatives would email, or call in the order and schools would fax in orders Inaccurate orders due to mistyping or not hearing requirements correctly, or illegible handwriting from the fax … Read more
Customer Relationship Management is a tool everyone in every company should use, and I mean everyone. If you are an Account Executive, VP of Sales, or a CMO, you need CRM to keep on track and organized. Below are the 3-C’s (reasons) CRM’s like Microsoft Dynamics or Salesforce are being implemented in many organizations: Customization … Read more
On April 18th, Jake Horn, a Partner at Altruas who spearheads the CRM Practice of the business, provided a detailed synopsis on why Customer Relationship Management software ischallenging for many business owners and users. CRM Implementations can be complex, and there are multiple examples of poor results; many reasons CRM is tough to master is … Read more
