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success stories:

 

california based network equipment manufacturer

The Pinnacle team was hired by the CIO to assist their sales organization with a critical CRM project. The company was organizing a new business team that would be responsible for lead generation, opportunity pursuit, and general sales support. The company did not have a viable CRM system in place to accommodate this new venture. Over a period of 11 weeks, Pinnacle was responsible for the following key areas:

  • Project management
  • Requirements definition
  • Evaluation and selection of the CRM application
  • Set-up and coordination of conference room pilot (CRP)
  • Defining and managing customization for screen and key functionality requirements
  • Integration of application with ACD (phone switch)  
  • Data conversion / loading from several purchased sources
  • Coordination of employee training on new system
  • Cut-over to production and stabilization management

 

In spite of the tight deadlines, we successfully assisted the client to meet the requested “go live” date. On the first day after the system was cut-over into production, the company had approximately 40 sales reps that had been trained and were fully utilizing the new customized CRM application. Along with the integrated phone switch they were able to use the system to call and track prospects and pursue “upsell”opportunities within their customer base. The CIO was able to use this success story as a key “win” and to leverage additional support and funding for projects that enabled further automation enhancements within the company.

 

 

 

 

 

 

 

 

 

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