Clivus Multrum, Inc
Company: Clivus Multrum, Inc (www.clivusmultrum.com)
Challenge: Clivus Multrum used multiple Excel spreadsheets and email to track leads, project progress, and support calls. The company needed to streamline their infrastructure. Clivus Multrum also wanted to be able to develop marketing campaigns based on targeted client needs.
Tool: CRM – Salesforce.com
Collaboration: Working with partner, AdlerPPT, PowerWebResults defined functional requirements, setup Saleforce.com, migrated data, and trained Clivus Multrum staff on Salesforce.
Results: Clivus Multrum now successfully tracks leads, manages projects, and responds to service requests from one central, online location. The company also executes and evaluates marketing campaigns based on data culled from Salesforce.com.