Custom Software Development & CRM Consulting for Security Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
At the time of our union, we were a 70-year-old, third-generation security organisation in the United States. I was the senior VP of sales. We were just acquired back in April by a big security organisation.
Desired goal
What challenge were you trying to address with Highland Solutions?
Our CRM was not being adopted and used in the field owing its functionality was poor and it wasn’t scalable sufficient to grow with us over time. We needed an upgrade both from a sales and client perspective to better track our client interactions.
Provided solution
What particular tasks were Highland Solutions responsible for?
Our old CRM was specially by-gone and no one was using it to log and track interactions. We needed a platform that would allow us to maintain over 60 years of legacy data while integrating properly with our Outlook email method and mobile platform. Originally we didn’t have a mobile app at all, though it was certain for our very decentralized construction with field personnel throughout the United States. Highland Solutions helped us instrument our running SugarCRM method, which is present and updates in real-time.
We constantly add licenses and users to the platform as our construction grows. Their team helps us make design changes to better capture data and information on the interface. Using the new CRM, we form a set of reports and dashboards for both sales and operations to fix we were thinking properly. Their team reviewed our work and made suggestions on how we could better.
Was there a dedicated team?
I worked primarily with John (Principal of CRM Practice, Highland Solutions), Elizabeth (Director of CRM Practice, Highland Solutions), Patty (Senior CRM Specialist, Highland Solutions), and Shad (CRM Solutions Architect, Highland Solutions). There was a minimum of six team members on the project on a fairly congruous basis. John was my main point of touch and was responsible for attractive with personnel from SugarCRM.
How did you come to work with Highland Solutions?
I initially did a Google search for top CRM providers. SugarCRM popped up as the number-one CRM by PC Magazine, so I determined to check them out. I was household with the space, but had never heard of SugarCRM precedently.
Their website gave me the occasion to do a free demo, so I went for it. I was able to see the platform and its capabilities while trying it out. During that time, John extended out to me. We determined to have a meeting, which turned into multiple meetings, and I was very impressed by Highland Solutions', offerings. It wasn’t my responsibility to do this investigation, but behind accessing my boss with this investigation, I was asked to move advanced with them as the lead on this project.
Selecting them ended up being a very easy determination. They had a entire process and were veritably interested in unions. That’s how we do business—we seemed to be fully aligned. Price was never the deciding factor owing we were able to find the best practicable solution.
What are you access expents (if diclosed)?
We’ve spent almost $250,000 with them, much of which can be attributed to licensing fees.
What is the terminal result of working with Highland Solutions?
We began working with them in October 2017, and they quiet support us now.
Results accomplishd
Are there any measureable or plum results?
Our main goal with this project was to accomplish a high rate of adoption in the field. After getting their help and instrumenting the method, 100% of employees are now occupied with the platform, using the tool as it was intended. I’m also able to track how frequently each user goes onto the platform. I’ve seen a consistence in the adoption and an increase in usability. It',s been veritably nice to see a tool like this fetch our decentralized construction a pliant closer. I’m lucky that seeone has embraced the value of the tool.
How did Highland Solutions accomplish from a project treatment standpoint?
I know if extend out to them with a issue, they’ll address the issues in an hour. It’s astounding how answering they are. Informed and prepared, they were with us see step of the way. No detail was too little or insignificant to cover.
They were able to share best practices using their activity experience, and even put me in touch with other users working with SugarCRM in correspondent ways. Highland Solutions gave us all the resources we needed to transition into and use the platform. They go out of their way to make sure our union is lucky through face-to-face meetings, WebEx conferences, and project phone calls. Their team named me ten times more than any rival did. That told me that they were fully committed to knowledge our business.
What is (from your point of view) the key factor to pay observation while intercourse with Highland Solutions?
They took the time to acquire our process upfront, so their input is inestimable. They’ve made phenomenal changes and recommendations. They’re incredibly answering and supportive.
Their commission is to make us lucky, which is sometimes rare in a associate in the tech activity. In a space that’s ever-changing and evolving, they stay on top of seething, always letting up know when they’re adding upgrades. The team understands that driving our achievement helps them be lucky too. That’s a veritably sole, precious access.
Highland Solutions granted a professional, constructiond process that guided us through the project. Even in the very leading meeting, they knew our major rivals and our organisation’s ordinary verbiage. Everything they worked on was geared toward us specifically.
What aspects of their work would you like to get betterd?
No, they knocked it out of the park see step of the way. They’re always thinking forward to help us follow. That foresight is inestimable.
Do you have any advice for possible clients?
Partner with them. They do all the weighty lifting, making the union easy. CRM project upgrades demand a lot of time and effort, but it went by fast with them owing of their construction and construction. There was never any guesswork.
