Can you share any information that demonstrates the impact that this project has had on your business?
Salesforce has enabled us to be very organized in how we approach, sell to, and manage clients through our deal flow. It’s significantly helped our company's management team to review our activity and measure the success of the sales team.
CRM was very helpful in setting this up for us in a practical manner and training our employees to use it effectively.
How was project management arranged and how effective was it?
The project management was very flexible, with our deadline planned early on. This was for the setup of the core system, and then any edits were to be made as needed.
Frank was the direct point of contact, as well as the person making changes to the system. That made the process easy, as our contact was someone who knew about the process throughout and could make helpful contributions.
What did you find most impressive about this company?
They’re very practical. Frank was very straightforward about which changes were worth it from a financial perspective and didn’t get carried away doing things we didn’t need.
They supported the idea of a simple system that helps our salespeople, rather than an overly complicated one that could be prohibitive. Their insights around how to set up the system for both salespeople and management were very helpful.
Are there any areas where they can improve?
Scheduling with Frank was not always the easiest. I know that he’s busy and he made himself available as best as he could, but I think we could have been more efficient with time. That’s due to my busy schedule too. We could have had meetings to comprehensively go over changes, for example.
There were also some things in the system that had to be revised, and those could have been better communicated. However, overall, I’m very happy with how it all worked out, as well as with the cost.