Salesforce Helps Navis Streamline Sales Processes and Improve Forecasting Accuracy

Challenge

• Needed full-scale CRM solution to support growth
• Sales contacts and activities tracked in various programs such as FileMaker and Excel
• Required seamless and tight integration with several internal systems
• Lack of coordination between pre- and post-sale processes

Solution

• Selected Enterprise Edition
• Salesforce.com services team met precise needs, implemented and integrated system on time and on budget
• Information and processes flow bi-directionally and seamlessly between CRM and internal defect tracking system
• System also integrated with Quick Arrow; Force.com API will facilitate future integrations with other systems

Results

• Improved responsiveness and increased customer service and satisfaction
• Support reps have one-stop access to all relevant customer and case information
• Management has first real-time insight into sales pipeline
• More streamlined sales-related processes
• Better ability to forecast staffing requirements