Success Stories from CRM Customers
Read case studies about how customers achieved sales, marketing and customer support success.
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Managing Complex Sales Cycle with Entellium Rave
Simmetrix Inc. | Software
Given the complex nature of the physics simulation business, Simmetrix needed to be in constant contact with its customers and prospects. The problem—the company had only two people dedicated to sales, plus an increasingly faltering CRM tool. “We had about 8,000 contacts with over 200 custom fields,” said Joe Walsh, vice president of business development at Simmetrix. “We needed something that could absorb the custom data …. Standard solutions were not viable.” Enter Rave, Entellium’s newest—and most revolutionary—sales management tool. Today, Rave’s workflow engine is helping Simmetrix to streamline its activities and automatically prioritize prospects. “The time savings is huge,” Walsh said. “It is easily five to ten times faster. It’s not a little bit faster—it’s significantly faster.”
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Maximizing Business Potential and Delivering Top-notch
Customer Service with Entellium
Amphion Medical Solutions | Health Care
Sometimes “too much” is “not enough.” That was the case at Amphion Medical Solutions, a Wisconsin-based provider of medical transcription and coding services. Because each business group at Amphion dealt differently with leads and opportunities, no consistent standard could be set, and no synergy developed among the groups. After deploying Entellium, however, the various groups were able to view and manage all customer information in one place, from pre-sale to ongoing customer support.
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Forecasting Resource and Recruiting Needs,
Revenue with Entellium eSalesForce
Navigator Management Partners | Business Services
Navigation Management Partners (NMP) was having trouble storing and distributing information that tracked sales opportunities and potential clients. Its current sales-tracking system was fine for a small enterprise, but not for one of Columbus, OH’s top 10 growing companies. As a result of deploying Entellium eSalesForce, NMP has been able to centralize its contact database, and to produce consistently reliable reports and forecasts.
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Integrating Sales and Service Functions with
Entellium eSalesForce and eCustomerCenter
MedLink International | Health Care
Sales of MedLink’s flagship product were booming, but managing those sales was proving to be a nightmare. The company, a maker of IT solutions for the health care industry, needed a comprehensive software tool to integrate customer information—a tool accessible from anywhere in the world. After reviewing various options, MedLink chose Entellium eSalesForce and eCustomerCenter. Today, MedLink has an effective, integrated way to manage its entire sales and support structure.
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Tracking Client Information and Strengthening Sales
Management with Entellium eSalesForce
Kustom Design Group of Companies | Financial
Kustom Design was bogged down in details. The Calgary, Alberta-based provider of personal accounting and tax services needed an accurate, reliable way to track a multitude of client workflows, each consisting of many tasks. The low-tech approach (pencils, scratchpads and various software dinosaurs) didn’t cut it. Enter Entellium eSalesForce. Today, Kustom Design is able to consolidate all important account details in an easily accessible and understandable format. Its sales team can focus on helping clients achieve their financial goals, not on administrative details.
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Improving Customer Support with Entellium Solutions
Dynamic Imaging | Software
Dynamic Imaging was struggling to live up to its motto: “Do one thing and do it right.” The company, which leads in the integration of law enforcement imaging applications, had patched together a “home-grown” system to manage customer support and sales information. The result—poor integration of customer data, poor communication among sales reps. After reviewing a number of CRM systems, the Marlton, NJ-based company chose Entellium. Today, Dynamic Imaging manages customer data easily, and communication among sales reps has vastly improved.
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Tracking Customers and Manufacturers, Managing Projects with Entellium eSalesForce
Custom Mechanical Solutions | Business Services
Custom Mechanical Solutions (CMS) needed to ensure it made timely deliveries and met all deadlines. The Seattle-based company solves heating and cooling problems for both new constructions and renovations. “We live and die by making good on our promises,” said Bill Konrady, co-owner of CMS. After evaluating several CRM tools, CMS chose Entellium eSalesForce. Today, the CMS sales team maintains accurate and detailed information on hundreds of customers and thousands of contacts, and the information is easily available to its employees—even when on the road.
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Keeping Customers Moving Through the Door with Entellium eSalesForce
MotorVation | Business Services
MotorVation needed a quick, efficient way to organize years of contact information, plus automate its new sales hiring process. After pondering a variety of CRM tools, MotorVation chose Entellium eSalesForce. Now, the Pennsylvania-based company can easily view and share all customer information, plus it has created templates for all stages of the hiring process, including application forms, candidate data request forms and post-interview thank-you notes. The ability to get up and running quickly and easily was key for MotorVation.
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Company Improves Sales Processes, consolidates leads
eTAGZ | Marketing
The sales team at Seattle-based eTAGZ had bogged down. Some reps were struggling with a cumbersome contact-management system, others were using a paper-based filing system. As a result, the team never really knew who was calling whom, and opportunities were slipping away. Today, the eTAGZ sales team uses Entellium eSalesForce, a state-of-the-art CRM system that lets them aggregate all information, automate humdrum tasks and build comprehensive reports.
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Company Handles Sales and Marketing with Ease
ProfitLinc | Telecom & Wireless
Executives at ProfitLinc—a Georgia-based Telecom expense-management firm—were in a bind. Stymied by their legacy CRM system, they wanted a new system that offered scalable contact- and marketing-management features and trouble-free business reporting. Plus, they wanted a tool that was simple, seamless and cost-effective. They found what they needed with Entellium eSalesForce.
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Company Tightens its Sales Processes and Customer Service
Uneeda Bolt & Screw | Industrial
Business was falling through the cracks at Uneeda Bolt & Screw, a New Jersey-based maker of nuts, bolts, screws and other fasteners. The company’s decrepit, DOS-based sales management tool couldn’t cope with a growing mountain of customer-related details. Frustrated and disorganized, Uneeda Bolt turned to eSalesForce, which quickly gave the company a central repository for customer information that anyone could access, simplifying ordering and improving customer service.
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Gaining Complete Visibility of the Ad Sales Process
Living Magazine | Publishing
“Antiquated” is how one Living Magazine exec described the company’s labor-intensive, Word-based system for creating activity reports. “Frustrated” is how the sales team felt about the ponderous system. After acquiring Entellium’s eSalesForce software system, the Rockwall, TX-based publishing company was able to streamline many tasks, including the creation of reports. This has saved the company time, money—and angst.
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Printer Turns to Entellium to Keep Fast-moving Projects on Track
CL&D Digital | Printing
CL&D Digital hungered for a customer-management system equal to the demands of its complex, fast-paced business. ACT! wasn’t up to the challenge, so the Delafield, WI-based company turned to Entellium eSalesForce. Today, CL&D, which specializes in digital commercial label and package printing, is reaping a host of benefits.
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Raising the Bar on Service with Entellium eSalesForce
Florida Leisure | Real Estate
Florida Leisure faced a mountain of paperwork. The home-rental-and-sale business needed help in automating a bevy of administrative tasks, plus it needed a tool that could generate reliable reports. After reviewing both server and Web-based solutions, the company chose Entellium eSalesForce. Today, the company can easily track all information about renters and property management—and comprehensive reports are compiled automatically.
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Keeping Orders on Time and on Track with Entellium eSalesForce
Inviting Ways | Printing
Micki Lobanoff's love of calligraphy blossomed into a thriving invitation-and-announcement business. But while the Walnut Creek, CA-based company boasted many creative minds, customer service lagged. Specifically, Lobanoff and crew lacked an efficient system for sharing customer-order information, and for tracking inventory. "We weren't always so organized," he said. After researching various CRM options, Lobanoff chose Entellium eSalesForce. "I was not disappointed," he said.
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Sales Team Achieves 100% User Adoption in Only Two Months
RedVector | Business Services
RedVector's old system of contact management was hit or miss. Lacking visibility into what other team members were doing, sales reps often found themselves stepping on each other's toes, either by working the same account, or vying for the same prospect. Enter Entellium eSalesForce. Now, reps at the Tampa, FL-based provider of education training services know exactly when a fellow team member comes across a new lead or new opportunity. Collaboration is complete.
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Storage Company Streamlines Sales-tracking System and Trains Staff in One Day
Storage Solutions | Industrial
Highly evolved in all things pertaining to industrial storage, this Westfield, IN-based company was stuck in the Post-It-Note age when it came to storing and sharing information about the company's sales efforts. Entellium eSalesForce proved an ideal fit, and its easy-to-use interface was ideal for the sales staff's comfort level with technology.
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Sales Skyrocket 60% with Entellium eSalesForce
The Survis Group | Staffing & Recruiting
The Survis Group couldn’t produce the accurate reports it needed. As a result, managers had a poor view of the sales cycle, and sales reps had to make time to give them oral presentations. After deploying Entellium eSalesForce, the staff recruitment and placement firm was able to create robust reports, and sales reps were free to focus on sales. The company experienced a 60 percent jump in sales within its customer base.
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Company Says Goodbye to Filing Cabinets, Hello to Easy Data Management
ELK Promotions | Marketing
Promotional and specialty products company ELK Promotions had a mountain of information to manage and no tool to help them. “We’re not a straight out-of-the-box kind of company,” said ELK Promotions Vice President Scott Wieclaw. “We’re a manufacturers rep for close to 4,000 manufacturers of promotional products encompassing millions and millions of products.” To manage customer data while moving the company forward, the company turned to Entellium eSalesForce to eliminate the need to dig through file cabinets for information.
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Improving Sales Lead Management with Entellium eSalesForce
Allied Tube & Conduit | Industrial
Allied Tube & Conduit faced a lead-management quandary. The lead system was like a "black hole"—leads slipped in but no useful information came out. After deploying Entellium eSalesForce, the company was able to fill its sales pipeline with quality leads, plus generate reports that gave managers a clear view of how efficiently sales reps were performing.
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Company Speaks to Its Strengths with Entellium eSalesForce
Stand to Reason | Communications
Stand to Reason—a California-based organization that trains Christians to think more clearly about their faith—was suffering a bureaucratic migraine. Key information about one of its most important services, its speaker's bureau, had been captured only on paper, and that paper was stacked on desks or filed away in cabinets and drawers. Employees found it hard-at times, even impossible-to find important data. Knowing they needed a better system, the organization searched for a technology that would allow instant access to all their data. Entellium eSalesForce was the answer.
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Customer Service Improves 100% with Entellium eCustomerCenter
Maptek | Software
The news was both good and bad. Maptek was growing at a tremendous rate, but the plethora of spreadsheets the company had to juggle to track incoming support calls was proving difficult. "We wanted a great tool that would do all of the things we wanted it to do with no maintenance on our part and not hosted on our server," said Kurt Fisher, director of purchasing/product administrator for the developer of software tools for the mining industry. Maptek's answer was Entellium eCustomerCenter.
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Retailer Doubles Industry Close Rate Using Entellium eSalesForce
Flexicom | Telecom & Wireless
Flexicom—an Ohio-based wireless service provider—had a problem. It was growing fast but seemed unable to keep up with its increasingly complex customer database. After a frustrating experience with another CRM product, Flexicom found Entellium eSalesForce. The impact was immediate—a dramatic increase in productivity. As a result, the sales staff had more confidence the customer information they had was accurate and up to date, plus they were able to make significantly more calls because their routine administrative work was eliminated.
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High-volume Mortgage Lender Forecasts Success with Entellium
Seminole Funding | Mortgage Lending
Florida-based Seminole Funding needed a powerful, Web-based CRM solution to handle its rapidly expanding mortgage-lending business. The company's existing system bogged down trying to differentiate between leads and opportunities. Nor could it provide centralized access or reliable forecasting. After choosing Entellium eSalesForce, Seminole experienced a host of benefits, including a centralized system that everyone could access, plus dramatically improved forecasting. Entellium helped to pave the way for a successful business expansion.
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Digital Marketing Company Gains Competitive Edge with Entellium CRM
OutClick Media | Marketing
OutClick Media faced a rash of challenges. Burdened with numerous inefficient sales management tools, the digital marketing company struggled to keep track of its sales pipeline. OutClick needed a single, Web-based CRM solution to manage all sales efforts, plus dramatically improve both revenue forecasting and employee communications. After evaluating a number of alternatives, it chose Entellium CRM.
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Keeping Pace with Business Relationships Across the Globe
Special Events Company | Event Planning
For five years, this company partnered with two well-known CRM providers, but neither partnership resulted in a hand-in-glove CRM fit. Frustrated, the company sought a stronger solution. The creator of special events (for example, trade shows, airport openings and political conventions) management wanted a tool that could handle the complexity of the company's many businesses relationships, plus offer robust customer support. "Entellium listened to our requirements right from the start," a company executive said.
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Casting Entellium in a Starring Role—to Centralize Data and Increase Efficiency
Entertainment Company | Software
This Seattle-based company was facing a sales-management crisis. The creator of state-of-the-art videos for various organizations, the company was adding new product groups and sales reps at a feverish pace-one that was overtaxing its sluggish CRM system. After reviewing a host of contact-management systems, the company chose Entellium. As a result, the company has been able to increase capacity, automate administrative tasks-and close more deals.
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Bank Embraces Cost-effective, User-friendly CRM Solution
Community South Bank | Financial
"I found the import wizard easy to use. I import hundreds of leads a month, and this tool quickly uploads all my new leads. It even checks for duplicates!"
— Nancy Crownover, Sales Assistant, Inside Sales
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Tracking 45 Client Workflows and Scores of Tasks across Two Continents
Corefino | Business Services
"As a provider of outsourced business services, we are big fans of the hosted model. So we carefully reviewed a number of hosted providers to see if their respective solutions could meet the needs of our complex workflow. In the end, only Entellium could."
— Tom Ransom, VP of Marketing
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M-Commerce Provider Dials Up Entellium for Sales Force Automation
MobileLime | Telecom & Wireless
"We were looking for a system that was both user-friendly and offered powerful reporting capabilities. With Entellium, we don't have to sacrifice business intelligence output from our CRM package in exchange for user-friendliness for our sales team—we have both."
— Peter Wolf, Vice President of Sales
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