How satisfied are you so far with the work they’ve delivered?
Exceptionally happy—they are just great. We deal with a lot of different vendors, different software. Our payroll side, time-keeping side, and the staffing side all deal with multiple vendors. The staff of Strategic Sales is the top vendor we deal with as far as response time and efficiency, and they make it happen quickly. They care, they listen. They’re happy to do a joint mini-meeting if I’m stuck on something. They’ll do something and get us past this hurdle to allow us to finish the project. As far as dealing with the staff, response time, and quality of work, I would have to put them at the top.
Do you have any specific metrics on sales improvements since you started working with them?
We have had a 25% to 27% improvement in sales.
That’s pretty impressive.
Yes, very impressive. We purchased another office. That other office has access to our CRM information and vice versa. When I go to that other office and visit clients, I can use our CRM. I can see exactly where we are with everyone, and what’s going on. The value is immeasurable in that regard. Our company can track opportunities, know who is closing business, who is not, and what the activity feed is. Everyone does their calls, meetings, and open opportunities weekly before sending the data to their directors with an outline of what’s been done.
It’s a terrific tracking and accountability device. We’ve assigned a point system to ours, so all the sales reps have a specific number of points they're achieving each week. They do that through the meetings, the calls, opportunities, and conversions while tracking it all through the CRM. We’re based in Illinois and Missouri, with clients in Arizona, Alabama, Texas, and Georgia. We have clients across the country, and it’s just great to be able to access that information from anywhere.
We’re opening an office in Indiana, and we’ll have an office in Alabama on July 1st. In the third quarter, we’ll enop an office in Dallas as well. We will have all of those offices on the CRM as well. I know that Strategic Sales will do a great job with anything we need, getting everybody up and running.
Are you satisfied with SugarCRM as a platform so far?
When working with Strategic Sales, what is unique or special about them compared to other vendors?
I say this because I get frustrated when we’re trying to get answers on things or get something from another vendor. It can be days or a week before you reach someone. I will say that the response time with Strategic Sales is amazing. In addition, I’ve got their cell numbers. They're willing to work with us and they want us to utilize their system to the max. They are very patient to walk us through any issue. The response time is just terrific.
Is there anything that you’d do differently a second time around, or think that they can improve upon?
I can’t really think of anything because it took us a little while before we were utilizing it. We also had to adjust to using the entire system and get everyone trained and so forth. As we got more comfortable with the system and it hit the next level, we were ready to utilize it. They were right there to train us.
I can’t really say there’d be anything different because I wouldn’t have wanted all that information dumped on us at once. It would have been too overwhelming to try to absorb everything. They've worked with us at our pace instead of rushing us. They have been great to work with, so I wouldn’t change anything there.