
Achieving real time customer service and customer contact solutions with Microsoft CRM
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Company Profile
Business Situation
When a company executive describes his critical software as a mixed bag, it may be time to upgrade. And in fact, that’s the issue our client found itself facing recently. The company’s previous customer relationship management (CRM) efforts centered on a hodgepodge of software, including Talisma, contact management functions within Microsoft Outlook, and several call-tracking systems. As the company grew to more than 600,000 customers, it found a need for a formal CRM solution that could integrate sales and service capabilities, improve sales forecasting and pipeline, and be accessed remotely. Equally important, the solution had to be something that the salespeople and service people would see as valuable to them, and not as a Big Brother-type tool. Finally, because of the rapid pace of business in this industry, the solution had to be implemented quickly.
Solution
Client selected Microsoft CRM for many reasons, including its compatibility with the company’s business Solutions. Because of previous experience with a different CRM solution client wasn’t sure what to expect from the implementation. We approached it with trepidation. The process took less than a month and was even more affordable than client had envisioned. Equally important, Microsoft CRM required little customization to meet the company’s specific needs. About 90% of what we needed came right out of the box.
Benefits