Advanced CRM Solution

Problem

Our Client used three different home-grown CRM solutions for three different highly distributed sales forces that shared many customers but used immensely different methodologies and sold different products. The client needed an integrated solution that enabled all three sales forces to share information. In addition, the CRM solution had to integrate with an existing reporting and compensation system.



Solution

Incubit was called into action to develop a web-based custom solution. Incubit implemented an application that provided the necessary functionality to the members of each sales team.

For the same Incubit came up with a complex authorization model that allowed each sales agent, manager, or administrator to observe and alter the appropriate customer information.



Results

The Application was a huge success and well adopted by the sales executives.

The obsolete three legacy applications were decommissioned and the new sales system was brought into action and is successfully being used for over 5 years.