The Client
This client develops, markets and supports PC/Internet monitoring and surveillance products for business, education, government and general home users.
Challenge
This client was relying on an unpredictable, overloaded system to track and manage its customer relationships. They needed a way to seamlessly integrate their marketing and sales efforts, and they needed a more reliable way to search, research, and store information on their customers.
Solution
The client purchased Salesforce Enterprise edition. Harvest Solutions handled the data migration customization, training and deployment. 14,000 contacts with history were successfully migrated, and a number of customizations, workflows, and templates were developed to automate activities.
Results
The client now manages their marketing efforts, their customer relationships and their sales efforts with a single system, providing actionable business information to management.