Propellix - San Francisco, Sacramento, Northern California

Needs Addressed

Software Utilized

Approach Applied

Services Offered

Representative Project Experience

Industry/Application - Global Brand Computer Equipment

Problem

Solution

Results

	Key prospect and customer relationship information was walking out the door every time there was any turnover
	The standard Excel method of forecasting was consistently inaccurate and late
	There was no way of effectively deploying best practices across the sales organization
	Tracking quotations was extremely difficult and resulted in wasted time

	Implemented SalesLogix to centralize data in one location (included data cleansing and import)
	Customized the interface to support the sales department’s best practices
	Customized the solution to match the company’s forecasting methods and processes

	Centralized data ensures historic prospect and customer relationship information does not disappear – critical in getting new salespeople up to speed as quickly as possible
	Accurate forecasts that take less time and effort for salespeople to update
	Increased sales effectiveness as a result of easily accessible sales guidance using best practices
	More selling and less wasted time with easily accessible prospect and customer information residing in one location

Industry/Application – Enterprise Software

Problem

Solution

Results

	Old contact management software was problematic to maintain and was using up critical IT resources
	Unreliable synchronization was resulting in low end-user adoption
	Information was not being shared between the Sales and Support organizations resulting in uninformed customer interaction (poor customer support)
	Outlook had become the company e-mail standard and needed to be integrated into the sales automation tool

	Implemented SalesLogix for Sales and Support and SalesLogix KnowledgeSync
	Simplified the Sales user interface to maximize end-user adoption and support the business model
	Customized the Support user interface to support global users (bug tracking and ticket deadlines)
	Configured SalesLogix Outlook integration for e-mail

	High end-user adoption resulting from an intuitive interface, stable and dependable data synchronization and easy-to-use e-mail integration with Outlook
	More informed and effective customer interaction as a result of shared intelligence between Sales and Customer Support
	Higher customer service performance (and customer satisfaction) in knowing issue status relative to SLAs and being automatically notified of any tickets that are about to exceed any SLAs
	An evolving centralized knowledge base for solving customers’ problems and identifying potential next-version functionality (customer wish-list)

Industry/Application – Medical Device Manufacturer

Problem

Solution

Results

	With prospect and customer interaction history residing in individual databases there was no way of effectively analyzing the data
	There was no platform to easily record/manage cases, or the relationship web between referral physicians, hospitals and clinics
	Data entry was minimal as laptops did not provide an easy to use form factor (too cumbersome and too slow to boot-up)

	Implemented SalesLogix for Sales and installed application on Tablet PCs for field users
	Customized the interface so case activity could be recorded as easily as possible
	Imported physician and hospital data

	Centralized data allows for extensive analytics, and therefore strategic business planning
	High end-user adoption due to easy data entry combined with a more mobile form-factor (Tablet PC)
	No risk of data loss resulting from computer loss or field staff turnover


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