The customer is utilizing the Outlook client functionality to manage their email, task, and appointment activities. They also have offline capabilities, so if a user needs to have access to data even when not connected to the internet, users
can still enter activities in CRM. This gives sales reps greater autonomy while on the road. Once the rep reconnects online, the information is synched into their CRM system.
The customer implemented their CRM system for true sales force automation processes. They are utilizing leads, account, and contacts, as well as utilizing connections, which allows users to capture connections between accounts, contacts, and other record types. They can now view relationships such as partnerships between organizations, a contact’s affiliation with multiple organizations, possible linking of opportunities, and contact affiliations with other contacts.
Additionally, this customer is utilizing PowerPhoto, a PowerPack add on. They are utilizing the added functionality to drag and drop images of bin locations at their customer sites. This allows them to easily track where items are located for a low monthly cost (per user, per month).
They sought out PowerObjects via word-of-mouth, and their implementation was completed in approximately five months.