Thomas Engineering desperately needed a CRM application to help track sales leads and to integrate with their e-mail calendar system - one that could run on an IBM AS/400 system. Their current product, a PC-based sales force automation (SFA) offering, was noticeably outdated and too paper-intensive. It was at this point Thomas Engineering decided to make a move towards a network-based solution to connect multiple departments for a true CRM solution. One of their biggest problems was sales leads. They didn't have an organized method to respond or track internal and external sales leads. They also wanted ONE consolidated database for sales and anyone else from their company that needed to access customer information.
Tags: CRM, Sales Force Automation, Activity Management
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