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Solution
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SeedMuse performed a Technology Assessment and determined that the group required a more uniform working environment. We recommended a feature-rich, user-friendly, web-based CRM solution, and a straightforward e-mail solution, addressing all employees' needs. With client approval, we then implemented these specific CRM and e-mail solutions.
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- Details
- Technology Assessment revealed that most employees were using Microsoft Outlook on local workstations, while a few were using server-based ACT. The office relied on a Windows NT 4.0 server and Windows NT workstations. To provide maximum compatibility (with both in-office and remote access), we recommended a web-based CRM and MS Outlook solution. After careful review of existing web-based CRM solutions, we recommended SalesForce. This solution provided:
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- Import of current Outlook and ACT data
- Account and contact management
- Opportunity and pipeline management
- Forecasting and lead management
- Detailed reporting (both standard and user customized)
- Ability to sync data with Outlook and Palm PDA's
- Free on-going, user-scheduled training for users and administrators
- Secure access, available from any browser
- Inexpensive per-user cost
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Beyond the initial Technology Assessment and recommendations, SeedMuse provided the following services:
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- Performed initial administrator functions for the SalesForce account
- Set up and configured user accounts
- Collected, edited and imported ACT and MS Outlook data for each user
- Set up syncing operations for each user
- Verified all Outlook configurations for each user
- Coordinated user and administrator training for Outlook and SalesForce
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