Sage SalesLogix Advanced SpeedSearch - Simplesoft Solutions, Inc

www.simplesoft.net
SIMPLESOFT
Solutions, Inc
Sage Rookie of the Year Nomination
I
nterbrand is the world’s largest Brand
Consultancy organization with 40 offices
worldwide. Each of its six North American
offices has dedicated client services teams
working across multiple discipline specialties,
and share many prospects and clients. As part
of an initiative to build greater efficiency, they
needed to create a common platform for collaboration,
sales reporting, and facilitate stronger
relationships with prospective clients.
Business Problem and Goals
� Interbrand needed one CRM solution for
sales collaboration with prospects and
customers. Multiple office locations were
using separate CRM applications or none
at all. The Dayton Interbrand Design Forum
group was using Sage SalesLogix,
the Cincinnati location was on SageCRM.
com, and the NY operations (largest user)
was on Salesforce.com.
� They also needed one, consistent forecast
method across their entire organization
to see a funnel of new and organic wins.
The Challenges
� Combine and deduplicate multiple databases
from all locations with common
prospect and clients.
� Explore and understand various sales
processes and unique business requirements
for each location.
� Develop consistency across the organization
with some built in flexibility for differences
between offices.
� Create an Opportunity view capable of
forecasting multiple solutions separately
within one Opportunity and reporting
the shared revenue split between Interbrand
offices. Salesforce.com was unable
to meet the custom requirements in this
area.
Authorized Partner Certified Consultant
The Results
� Sage SalesLogix was chosen over Salesforce.com
to support the North American
needs of Interbrand.
� With SalesLogix and Simplesoft Solutions,
Interbrand achieved an initial objective
in their initiative for a cohesive
and branded approach to the market in
North America.
� Simplesoft Solutions developed a multilevel
Opportunity structure where each solution
or product can be shared across offices
and forecasted separately based on:
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1.
2.
3.
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Different estimated close dates
Multiple office collaboration by solution
Projected value by office for each solution
Projected percentage of work to be billed
in the current year
Working as one team solved a business
problem that Salesforce.com. was unable
to provide with their restricted hosted
solution. We took six different business
disciplines within one organization and
created a platform to help them achieve
the OneFirm Initiative for Customer Intimacy.
Kelly Gall (Interbrand North America COO)
and Stephanie Barnett (Project Manager)
never took their eyes off the main objective
of creating one forecast for North
America and helped drive change at Interbrand
by planning for differences required
by the business locations but still
adhering to the reporting requirements
for new and organic wins across the organization
Simplesoft Solutions is currently working
with the Interbrand Global Group to define
a worldwide deployment plan.
To learn more about about Sage SalesLogix,
please e-mail jross@simplesoft.net.
Dayton, OH Office:
550 N.Main St. Suite A
Springboro, OH 45066
Phone: 937-885-1204
SIMPLESOFT
Solutions, Inc
.
Chicago, IL Office:
950 N. Rand Rd. #123
Wauconda, IL 60084
Phone: 847-526-2226
�
Newsletter
Interbrand North America COO
Speaks Out
“Interbrand embarked on this important ‘connecting’
initiative for our network of offices, to ensure we
could operate as a global network, providing connected,
smart solutions to our global clients.
Sage SalesLogix enables us to be connected daily,
virtually. This prompts important ‘live’ conversations
as a result of the entries into the system. We are far
better equipped to ensure we have the ‘right’ people
in front of each client opportunity, and to ensure we
are presenting the best of the Interbrand network to
the client to meet the business situation at hand.
Our moment of truth was the notion that we do
talk... this tool has helped us see we really did not
connect often enough, or about opportunities that
we did not think of our ‘partner’ offices for involvement
- very eye opening.
We are still hard at work on refining the process - to
streamline and drive every efficiency possible. This
system, the tool and the accompanying business
process are becoming culture at Interbrand.
And importantly, this will allow us to better collaborate...to
provide the best solutions, with the right
segments of our network involved, every time.
That’s just a good approach and good client focus
on our part, and we’ve had a very good partner in
Simplesoft to understand these critical business objectives
we’ve had, and we are still at work together
to achieve this goal.”
- Kelly Gall
Interbrand North America COO
Ripley, WV Office:
710 Random Rd.
Ripley, WV 25271
Phone: 304-521-2387
sales@simplesoft.net
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