Salesforce Helps Navis Streamline Sales Processes and Improve Forecasting Accuracy

"Salesforce.com's professional services team understood exactly what we wanted to do and how our business processes worked. They designed and implemented a solution that met our precise CRM and integration needs and got it done within our budget and timeframe."

Ted Michon
Director


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
 
View All Snapshots