Case Study 1
Current Situation:
A company selling high-end copiers and printers with a well defined
market had offices throughout Texas and over 100 sales people. Each
sales person was using Outlook to manage their individual accounts.
There was no centralized prospect database and no systematic way of
maintaining information about competitor equipment used by prospects.
The industry also experiences high turnover of sales staff. And the
company had no way of knowing what opportunities a sales rep was working
on. When someone left, the company was left with a pile of paper and
business cards – making it difficult for anyone to follow-up with
the accounts. Sales opportunities were being missed.
Solution:
Alycom Consulting implemented GoldMine as the CRM
system to create a centralized prospect and customer database.
This database not only stores the contact information but also serves
as a centralized place to capture field intelligence including information
about competitor equipment used by the prospect/customer. Customized
reports were developed by Alycom to allow easy access to the data in
a useable format. Card scanners are set up in each office so when reps
come back from cold calling with a stack of business cards, they scan
these into GoldMine – helping assure compliance with data entry
standards and allowing the follow-up process to start right away. Alycom
also provided training to all users and provides ongoing support.
Outcome:
All sales contact activities and sales pipeline information is easily
accessible to the managers. Sales staff can target prospective customers
who use competitor equipment based on age of the equipment and lease
contract expiration dates. And when the inevitable turn-over in sales
staff occurs, all their previous contacts and planned follow-up is available
through GoldMine -- helping assure the company is not missing sales
opportunities.
Case Study 2
Current Situation:
An international hotel management company with 27 users – 23 of
which were remote users syncing to a central database – was experiencing
significant problems with GoldMine. The synchronization
function had not worked reliably since the implementation, which was
done by another company. Goldmine was consistently giving users database
errors. Information was not flowing through the organization in a reliable
way, sales staff was very frustrated, and the data from GoldMine could
not be trusted or used by the company.
Solution:
Alycom Consulting was able to fix the synchronization issues within
a matter of hours. Alycom also worked with the company’s IT staff
to upgrade the user laptops to Windows 2000 resolving the GoldMine database
errors. A macro button was created so the sales staff could easily synchronize
with the main database. And the sales staff was trained to optimize
GoldMine.
Outcome:
The sales staff is now using Goldmine without issue, The information
available through GoldMine is reliable and up-to-date. Other departments
of the company have also started using Goldmine. Over the span of two
years the company has increased to 50 users with more departments planning
to implement GoldMine solutions in 2006.
Case Study 3
Current Situation:
A start up company that sells seawalls to water front property owners
and contractors needed a customer relationship management (CRM) system
that would enable them to manage their relationships with their resellers,
who were contracting companies, and direct customers. They needed a
way to capture the information that was completed by website visitors
into their CRM system. And they needed to be able to send and receive
faxes electronically and link them to their CRM system. The company
had seven users in the office and one user out of town.
Solution:
Alycom customized GoldMine and enhanced the overall
functionality of the system. A third-party software solution was implemented
to import leads coming through the website into GoldMine. An automated
process was implemented to enter follow-up calls to website leads directly
onto the sales rep’s calendar. A faxing software program was implemented
to allow incoming faxes to be directly linked to GoldMine records and
users were able to send faxes directly from GoldMine. The president,
vice-president, and the remote user, were set up with GoldSync functionality
on their laptops so they could access and update the database remotely.
Outcome:
The company is able to make follow up calls to new leads coming through
the website within 24 hours. The engineers are able to send out technical
drawings of sea walls to the customers/contractors electronically within
seconds and also have the drawings connected to the customer/contractor’s
record in GoldMine. The entire company stays connected and up to speed
even when some of them are on site overseeing sea wall installations.