Case Studies: CRM & Technology
Our CRM & Technology Practice develops business requirements and supports the sourcing process of ERP, CRM and Business Intelligence technologies to support customer-facing operations. Their focus is to ensure the proper support of business functions by leveraging existing and new technologies.
Automating a Complex Global Sales Process in CRM
A global OEM supplier of highly customized products wanted to streamline its sales process to improve its ability to respond to customers and prospects and drive top-line sales growth. It did through the deployment of Salesforce.com.
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Rapidly Moving to the Cloud
A multi-divisional media and information company needed to rapidly reduce its ongoing CRM costs while improving sales productivity: Adroit helped them find and implement the solution in the "Cloud" by deploying Salesforce.com.
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Improving ROI of CRM Beyond Activity Management
A large Canadian commercial insurance brokerage firm had invested in CRM technology, but realized improved ROI by developing and automating a structured sales process within Microsoft Dynamics CRM.
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Institutionalizing an Inside Sales Function
An alternative asset allocation firm in the early stages of developing an Inside Sales Function needed to institutionalize its sales process and automate it within a CRM system in preparation for future expansion. It did so through the deployment of Salesforce.com.
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Creating a Business Focused CRM Roadmap
A manufacturer of oral health care products wanted to increase the customer focused sales execution of their field sales force and inside sales organization, as well as the effectiveness of their dealers and brokers.
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CRM Implementation
A global leader in the food ingredients and flavors market needed to ensure CRM adoption by executive and sales management in support of a new customer-centric system designed to take advantage of global opportunities spanning five US and Canadian business units.
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Building a Tactical CRM Roadmap
The American division of a global Japanese industrial manufacturer that traditionally sold through distributors wanted a phased strategy and plan for an SAP CRM implementation in order to gain a better understanding of their end users and maintain a profitable cost of sales and service.
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Creating a CRM Road Map
A mid-size manufacturer of oral care products experiencing significant levels of customer churn wanted to invest in a CRM system that would provide them with a 360° view of customer interactions and accurate customer data on the field sales team's laptops.
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Making Siebel Work
A Chicago-based government agency had to ensure its recently installed Siebel/CRM system supported their existing business rules and customer service processes in order to achieve its anticipated ROI.
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