Finding the ‘sweet spot’ between what the company needed collectively and each business unit needed individually was essential when identifying a sales management and CRM platform with which to partner.
With extensive experience in the sales management and CRM space, and working with ‘umbrella corporations’ comprised of multiple business units, SMP fit TSG's needs perfectly. TSG business System Administrator, Scott Sokoly, who managed the SMP implementation, said,“SMP was willing to work with us based or staff needs, and the incremental rollout was important to us instead of pushing everything ‘day one’.”
TSG Vice President of Operations, Nick Aversano added, “It really was easy; we saw no issues with data accuracy and almost no tweaks needed to make it all work.” In just a few short weeks, the implementation phase for Sales Management Plus was complete, and the team quickly moved on to training and rollout among the five business units. Said Aversano, “The phased rollout approach has helped to ensure a good first impression, and helped us make sure each team is getting what they need before we add on more. We think we have an idea of what the problem areas are that we need to resolve in each business entity, but we really want to listen to what they’re wasting time on, holes in their processes today, and so on, so we can then show them how to use SMP to answer those problems.” Sokoly added, “We focused on what’s important to the team first, then next, and next. Early success has helped up with easier buy-in as we add on more details and corporate requirements for SMP.”
As for their goals for SMP inside their organization? Aversano and Sokoly were quick to offer that SMP has become part of their corporate culture. TSG sees SMP as their one stop solution for bid follow-up, task tracking, sales analysis and managing the overall customer relationship. “We want everyone to see how it’s really working to improve our processes and business success,” Sokoly said. And Aversano followed, “we want to ensure it’s visible to everyone and we’re using it as our go-to to capture everything for all our bids and projects.”
Learn more on the SMP website.
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