CRM Deployment for Mid-Atlantic Technology Provider
Challenge
An outdated records management system left company data in peril across the enterprise. The legacy application couldn't enforce restrictions of any kind, causing two significant problems: poor data quality and compromised data security. With no standard of data entry, customer records were inconsistent and incomplete, making customer service difficult and effective reporting next to impossible. Without any kind of security configuration, sensitive client and vendor information was available to all system users, exposing proprietary information. How could employees be inspired to meet a higher standard of data quality? How could management protect their database while giving their sales reps the freedom to perform their jobs?
Solution
- Closely with management developing parameters for customer records, ensuring high-quality database of prospects, clients, and vendors
- Devised a personalized hands-on training for sales reps and managers, addressing specific nuances of their roles and departments
- Role-based security features with business owners, balancing tight security with flexibility for sales reps
Results
- Reporting capabilities greatly increased due to complete and accurate customer records
- Enthusiastic user adoption due to a successful customized training and deployment
- Increased data security across the Enterprise