Case Studies

Sage SalesLogix and Microsoft CRM Case Studies

W. R. MEADOWS Data Integration Case Study

As an established and trusted manufacturer of building products, W. R. MEADOWS had a strong, effective sales strategy to reach high quality prospects using Reed Construction Data. The service provided access to relevant information on construction projects and indications of where their products might be needed, but the process for finding and documenting this information was manual. The new solution Technology Advisors put in place automatically pulls down fresh leads, every night, from Reed Data Services and places them into SalesLogix, such as an assigned architect or permit approval, is updated as additional information.

"Our follow-up will be better, our project tracking will be better, and our sharing of information with distributors will be better," commented Glenn Tench, Marketing Manager at W. R. MEADOWS

I.S.K Industries Sage SalesLogix Case Study

"SalesLogix has changed the way we operate because it allows us to enter data into one area and use it for multiple applications," said Cashmore. "Until we began using SalesLogix, we could count on one vendor a quarter threatening to leave us because he felt we were not working hard enough on his behalf. At that point, our business would shut down in order to justify all the activities we had performed for this vendor. With SalesLogix, we haven't had those issues because we can provide regular updates of what we are doing."

PharmaLogistics Sage SalesLogix Case Study

“Sage SalesLogix enabled us to change and better manage the customer conversation in the reverse pharmaceutical distribution industry,” stated Pharma Logistics president, Michael Zaccaro. “While competitors fax customer information to a data entry clerk, our field representatives are entering inventory data and synchronizing it with the distribution center on the same day. The information links directly to fields in the database, so we no longer have to make double and triple entries to ensure all data is where it needs to be. One Sage SalesLogix system drives the entire process.”

Pharma Logistics gives credit for much of its 40% growth in 2005 to their SalesLogix implementation. Based on the results they have seen thus far, they project a growth of 500% by the year 2010.

Intelligentsia Sage SalesLogix Case Study

As a leading wholesale and retail seller of coffee, tea and coffee products, Intelligentsia’s sales team must have access to and manage a large amount of order and customer information. The company was using a CRM application to keep track of this information, but employees began to notice that the system was clumsy and difficult to use. For example, the Intelligentsia team could access Outlook e-mails though the system, but not respond to them, and the system required its users to manually locate and upload frequently used documents upon each use instead of making them readily available. Intelligentsia needed a CRM application that would address these types of issues and provide a comprehensive, easy to use solution.

“The interview process with Technology Advisors allowed us to gain a clear understanding of which products would best suit our needs,” said Paul Rekstad, National Sales Manager at Intelligentsia. “After deciding on SalesLogix, they walked us through the entire implementation and were accessible throughout the process. They were on time, good at explaining the technology and always available to answer our questions.”

NEC Display Case Study

The company had been using the Sage’s SaleLogix 5.2 solution since 2001, and while they felt they technology had served them well, decided it was times for an upgrade that would allow for increased ease of use and an overall smoother sales process. The idea to upgrade was initially sparked when NEC employees found out they were switching for their Lotus Notes e-mail platform, and began to consider how to migrate all of their stored information as a result.

The SalesLogix 5.2 and Lotus Notes databases had not been integrated, which often forced NEC employees to enter data multiple times. In addition, only a limited number of employees had access to the Lotus Notes database. The co-existence of these two issues created a prime opportunity to enact an all-encompassing solution for the optimization of the company’s business practices.