The Company
United States Compliance Corporation (U.S. Compliance) is an environmental, health, and safety professional services firm with nearly 30 years of experience in worker safety (OSHA) and environmental (EPA) compliance, and expertise in local, state, and federal OSHA and EPA regulations.
U.S. Compliance helps its customers attain and sustain OSHA and environmental compliance so they can focus on realizing profitable growth and productivity.
The Problem
U.S. Compliance had been using multiple records solutions across divisions, including SalesLogix for sales, Quickbooks for accounting, and Access and Excel for operations. These solutions did not communicate well with each other, so U.S. Compliance was relying heavily on Outlook to connect their divisions, particularly sales and accounting.
Due to rapid growth, U.S. Compliance needed customer relationship management (CRM) and professional services automation (PSA) solutions that would improve data consistency and accessibility, allow for increased workflow automation, and improve communication and coordination across divisions as the company took on larger workloads. They also wanted to be able to track resource utilization and profitability, which they could not do across their fragmented solutions.
The Solution
U.S. Compliance first investigated PSA solutions with built-in CRM like Autotask and ConnectWise, but decided the CRM components were not robust enough to meet their needs.
U.S. Compliance found that Dynamics 365 offered all the tools they needed on a highly customizable platform. They therefore decided to adopt Dynamics 365 as their CRM, and to build their PSA system on top of it using the PSA Suite by Assistance Software.
U.S. Compliance was referred to QuantaCRM by Assistance Software. Although U.S. Compliance had considered multiple PSA systems and vendors, they needed only one conversation with QuantaCRM to feel comfortable with our Success Coaches and the OnTrack Adoption System. They were impressed by the highly organized implementation schedule and in-depth training and support systems available to OnTrack subscribers.
The Results
U.S. Compliance is already seeing more communication across divisions, improved data consistency, and streamlined sales and revenue processes. Implementing a company-wide solution has also given everyone who sells access to CRM, which was not the case previously.
They have begun tracking sales and resource utilization to better understand their company’s profitability. Long-term, they will have access to regular reports on these important benchmarks.
Read the full success story here.
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