HELP Solutions Puts Navigation Electronics
on the Road to Success
The GPS (Global Positioning Satellite) system in your car might show you where you are within a few feet, but professional surveyors need accuracy to within a few inches. These professionals, including state governments and municipalities, turn to Navigation Electronics, Inc. for the precision GPS tools their jobs demand. To effectively manage its customer relationships and capitalize on new sales opportunities, Navigation Electronics relies on Sage SalesLogix and the top-notch consulting team at HELP Solutions.
Challenge
“We were using Goldmine up until a year ago,” recalls Kelli Guidry, director of operations for Navigation Electronics. “Each salesperson was running it on their laptops, essentially just to track appointments and tasks. There was no visibility for management into those databases, so we had no easy way to determine what the representatives were working on and what opportunities they were pursuing. We knew we needed a better tool, but weren’t sure how to go about getting one.”
Solution
Guidry performed some research over the Internet which led her to HELP Solutions, a Sage Software Authorized Partner. The consultants from HELP Solutions met with Navigation Electronics, evaluated the existing system and discussed goals and objectives. “They worked with us to fully understand our business needs and then recommended that we move to a full-fledged CRM solution,” says Guidry.
The company considered several options before deciding on Sage SalesLogix. “HELP Solutions showed us how its flexibility and customizability would work well for us,” says Guidry. “In addition, Sage SalesLogix interfaces with Sage MAS 90 ERP, our back-office solution.”
Results
Since implementing Sage SalesLogix, Navigation Electronics has enjoyed a significant sales boost. Kelly Guidry explains:
"Using SalesLogix has freed up time by eliminating redundancy and manual tasks. We’ve used that time to focus more on selling, and the results are very positive."
ANYTIME, ANYWHERE ACCESS
The company’s remote sales representatives have the advantage of a locally installed CRM solution that they can access on their laptops even when Internet connectivity is not available. The company has the advantage of a single database containing the full details of its customer relationships; the remote databases are synchronized each time the representatives connect to the Internet. The single database delivers distinct advantages, Guidry says. “Now all information is stored in SalesLogix, so everyone who accesses the customer record has a clear picture of what’s going on.”
STREAMLINE OPPORTUNITY TRACKING
HELP Solutions implemented a sophisticated quoting tool within SalesLogix. “Before we used spreadsheets to perform the pricing and configuration for our proposals,” explains Guidry. “HELP Solutions built this functionality into SalesLogix so that we can simply e-mail the quotes to customers and maintain a record of that corre-spondence in SalesLogix.” Management now has complete visibility into each representative’s open opportunities, which results in faster, more accurate sales forecasts.
INTERFACE WITH BACK OFFICE
Front and back office integration boost productivity across the company and allows more time for revenue-generating activities. “Our representatives can see open orders, invoices, and payment information from within Sage SalesLogix,” says Guidry. “They no longer have to call the office to find out the status of an order, which means they have more time for selling.”
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