CASE STUDY

A company started using a CRM system and wanted to back-fill the system with existing client and sales data.

CHALLENGES

  • Sales team is made up of independent contractors with no deal standardization

  • Three year time frame for review and retreival

  • Specific business requirements for reporting and invoicing

  • Contact information for clients and prospects was saved in multiple applications and various formats.

SOLUTION

  • Standardized records and deal process

  • Automatically imported existing electronic records

  • Financial report comparisons to confirm data imports were successful and accurate

  • Provided assistance for entering of manual data

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