Customer relations with a human touch
The company was using a system which had been written by the internal IT team to record customer data and activities relating to their customers.
Whilst the system integrated with the support and finance systems it did not meet the requirements of the sales team, nor was it compatible with the modern IT infrastructure anymore.
The aim of the project was to create a more effective sales tracking system for sales, marketing and account managers.
The company required bespoke reports for individuals in sales and marketing, managers and other departments and business units.
The company selected Maxmizer as it seemed to be able to fulfil the majority of the requirements "out of the box", compared to any of the alternatives.
Tadpole worked with one of its partners to install the SQL-based enterprise version of Maximzier and ensure full integration with the rest of the IT infrastructure already in place (such as email, etc.) Tadpole also heavily customised the system to fit with existing and new processes internally and undertook the train ing of Maxmizer on basic, advanced and administrative level.
Bespoke reports were also developed as part of the implementation.
Since the initial project Tadpole has revisited the company to assist with the upgrade to Maximizer 8 and provided additional support and training.
"We employed Tadpole as they were recommended, good value and highly experienced - they had a 'can-do attitude'."
"We are now able to track sales leads much better and see what the projected forecast is."
