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Generis: A Case Study


Problem: Looking to move from ACT! (used it for 10 years) to will have 12 field reps and 8 office reps to work with. Need to automate the process of entering new contacts and sending information.

Challenge: Create better workflow and process management, more accurate reporting of activity and opportunities, and migrate 14,000+ contacts.

Solution: Create a solution to automate the entry of new contacts and the sending of information, create a Work Request Form, define workflows, implement a Self Service portal for Clients to request documents.

Benefits/Results: Data is now being kept up-to-date and accurate, employees are maintaining personal databases, and management can forecast/report on progress.

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