JMJ Associates Increases Order Volume to Maximum Fulfillment Capacity in Six Months with Salesforce

Challenge

• JMJ Associates, a 150 person strategic consulting firm with clients worldwide, needed to effectively support the global growth of its business.
• The company required highly customizable solution to match its evolving needs.
• JMJ Associates demanded a reliable and cost-effective CRM solution with integration capabilities.
• A rapid, successful implementation and the subsequent flexibility to grow and change with the business were absolute necessities.

Solution

• JMJ Associates selected Salesforce over Microsoft CRM because of salesforce.com’s ability to deliver proven CRM to global sales and management teams.
• The smooth and seamless implementation of Salesforce included extensive customizations and allowed for increasing sophistication.
• Since adapting Salesforce, JMJ Associates has ‘plugged in’ several applications from salesforce.com partners to extend the application beyond CRM, such that it now includes proposal development review and approval and work plan generation.
• JMJ Associates easily integrated Salesforce with Microsoft’s Word, Outlook, Excel, and Great Plains (now Microsoft Dynamics GP) applications.
• Building on its success with Salesforce for marketing and sales, the company rolled out the application for users in operations and human resources.

Results

• JMJ Associates achieved full delivery capacity for business within 6 months of implementing Salesforce.
• The company has seen substantial improvement in international communication and reporting capabilities.
• Dashboards and reporting increase productivity and business efficiency.
• The software-as-a-service solution allows managers to better position the company to manage its customer base and the opportunity pipeline.
• Salesforce is now a critical part of the company’s annual planning process. JMJ Associates relies on the application to produce reliable and usable information for decision making and business planning.