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Wednesday, December 11, 2019

Kelsan Identifies Business Opportunities With Tour de Force

Kelsan, Inc. is a Janitorial and Sanitation Products Distributor who uses Infor SX.enterprise as their ERP system. They have been a customer since 2012 and have 75 users. Kelsan had made great use of the Build Your Own Reports (BYOR) Module to create a CRM Engagement Report to encourage user adoption and hold sales representatives accountable to using the CRM system.

Sales representatives use the Tour de Force platform to:
1) Create Activities with high-value targets and buying accounts
2) Add business contacts wide and deep: from Receptionist to CEO
3) Keep an up-to-date Opportunity pipeline with the customers and targets from point #1

Says Blaine Keller, Kelsan's CRM Manager: “The CRM Engagement Report is a rolling 7 day count of not only sales based activities, but also every time a rep modifies an Opportunity, creates an Appointment, or has a Task scheduled due."

Learn more at the Tour de Force Newsroom.


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