How One Company Overcame CRM Obstacles to Reach New Levels of Sales Productivity and CRM Success
Veracity Solutions has built an 18-year reputation in the enterprise software development industry, and is known as the go-to consulting firm that helps small and medium-sized software development companies release products quickly. They do this by managing and mentoring development groups into high performance teams.
Veracity knew they needed an up-to-date CRM system to keep pace with their growth, but when they ran into problems with a highly customized CRM implementation, Veracity’s growth threatened to slow.
The Problem
To meet their unique business needs as a services consulting company, Veracity decided to customize their Microsoft Dynamics CRM solution. Unfortunately, the vendor they chose used undocumented code, which made upgrades difficult to manage. In addition, their sales team didn’t understand the best practices for effective CRM use, which made it hard for Veracity to track results and grow in a predictable manner.
Veracity considered switching to another CRM solution, but realized that following proven CRM best practices with Microsoft Dynamics CRM would be the best way for them to achieve their desired benefits.
They knew that in order to succeed, they had to find a partner who would help them clean up their prior implementation issues while training their staff on growing sales using CRM best practices. With the right partner, they’d be able to focus on saving time while increasing their client base.
The Solution
After vetting as many as ten potential partners, Veracity ultimately chose the CRM experts at QuantaCRM to implement a proven, structured methodology for CRM adoption. Now Veracity has a successful lead-generation program that regularly builds their pipeline, and they’ve saved hours of time on holiday mailings, as well as on event planning and follow up.