Like many companies, BIS’s SMB unit initially used Microsoft Project to track customer deployments–but again, they found MS Project was just too complex for what they needed. With the success of Prophet CRM in tracking their sales, BIS decided that it could also be used to track customer deployments. Tom adapted it for that purpose and was able to effectively track and manage the entire team’s project load and monitor progress for each customer deployment. Even better: BIS now had all of its customer deployment and sales data integrated, warehoused, and easily accessible through Prophet CRM.
Tom describes Prophet CRM as BIS’s lifeblood today. The data and reports that Prophet CRM generates are reviewed weekly by the entire company to evaluate the health of the sales funnel, progress with customer deployments, and to determine where revenue and growth are actually coming from. User adoption isn’t a problem at BIS–everyone in the company considers Prophet CRM as a part of the job and has needed no extra budging to keep it updated.
Prophet CRM empowers sales representatives at BIS, allowing them to understand what customer activities they need to perform each day so that customer obligations don’t fall by the wayside. In the IT Services sector, service quality and follow-through are critical. Thanks to Tom and Prophet CRM, his SMB unit has grown BIS and its accounts by 65% of revenues.