Challenge

A service provider receives many rather small requests and works on many projects at the same time which would require that each rep has quick access to the client history
The employees lose a lot of time with manual steps (entering contact information, invoices, etc.) in various systems
The management does not have a proper overview of all potential and existing clients, projects, KPI and resources

Solution

The existing Outlook has been extended with a CRM component to manage all relevant customer and project data directly in Outlook integrates with an appealing dashboard to provide a high-level overview for the management
Due to the embedding into Outlook there is no synchronization with Outlook data and all information are immediately available on all devices. Morever, emails can be directly linked to clients so no separate recording of client interactions is necessary.
Integration with MS Word to automatically create proposals and invoices

Dramatic time savings due to central data storage and high levels of automation for administrative tasks
Improved quality when dealing with clients: client history is always
present, no to do's are overseen, no mistakes in proposals are made, etc.
Good overview of the business due
to comprehensible and intuitive reporting, including key performance indicators

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