Contact Management Software is a vital integrated component of Third Wave’s Advantage CRM system.

Client Case Study – client has declined to have their name mentioned so as to maintain the competitive edge.

To provide care to nearly 18,000 prospects and customers, the company must maintain very high levels of client service, communication, and organization. It was in 2005 they decided that their manual systems were not working. Information was duplicated all over the place and management did not have information at the click of their fingers

For more than 17 years, the company has maintained contact records in personal documents, spreadsheets, Rolodex of business cards, tickler boxes etc. At the company level, they were able to save very basic contact data (name, address, phone number, etc.) in an in-house database, but had no way to manage cumulative information such as notes and history, sales history, customer problems/ incidents and no way to access calendars as a group.

The company also had a huge problem in the typical challenges that stem from incomplete and non-centralized contact data. When staff left the company they took all the customer contact history information with them. There was no cohesive contact management software to maintain customer and sales records. They were really working by the seat of their pants. On top of this they were looking to obtain their ISO 9001 certification – something that Third Wave could help them achieve with Advantage CRM Software.

Choosing a successful CRM partner

Seeking a permanent change to their data management situation, the company began comparing leading contact management and CRM suppliers. The company assigned a task force to compile requirements and examine solutions. The task force selected Advantage by Third Wave Software based on ease-of-use and its long-standing reputation in the CRM market.

After a period of 12 weeks the Advantage CRM system was up and running. Staff could not believe the time they saved and most importantly the number of happy customers they now had.

Management was ecstatic with the wealth of information they could derive from reports and dashboards.  The Advantage CRM system (together with the positive support from the company’s own staff ) had successful converted a mediocre company into a great company.

If you are interested in finding out more about Advantage CRM Software and the benefits thereof, contact us or call us on +27 11 462 6871 and we will gladly be of further assistance.