CRM Implementation – PEO

ExsellencePromoChallenge:

No centralized method to collect sales leads and track opportunities. The company was attempting to expand through new customer acquisition, however the lack of control over sales information was sales team expansion nearly impossible.

Goal:

To implement a fully functional SFA solution as cost effectively as possible using as much out-of-the box functionality as possible.

Solution:

  • Conducted initial requirements gathering.
  • Completed a preliminary design for approval by client.
  • Used approved design to configure the existing system for use by the pilot sales team.
  • Conducted installation and training for pilot team.

Results:

  • Successfully implemented pilot system with only addition of one custom designed screen to collect industry specific data.
  • System was so successful it was packaged as a premier front-office system for the PEO industry