Customer Success Story 3

Situation

Our customer recognized the importance of having a contact management system to track and manage referrals and referral sources.  Prior to investing in Target 20 CRM, his agency used a different solution to stay organized in their sales efforts.  Unfortunately for his agency, this solution was not living up to expectations.

Our customer wanted a system that would empower his sales reps with a specific selling process and that would allow him to effectively manage, track and measure sales activities.  It was also very important that the system would hook into his Outlook.  As soon as our customer learned about Target 20 CRM, he jumped at the opportunity to become a Beta customer.  He immediately became a power user and provided feedback to the Target 20 CRM team to help ensure that this product was tailored to the exact needs of home care agency owners like himself.

As soon as the Beta period was over, he decided to continue his partnership with Target 20 CRM and became the first true Target 20 CRM customer.  He has continued to be a power user of the product and has experienced significant advancements in his agency as a result.

Success

With Target 20 CRM in place, our customer and his team are able to track all of their leads in one system, assign those leads to certain individuals and assign tasks and follow-ups for those leads.  In addition, the entire system is accessible through Outlook and on all Smartphones, helping to ensure they are making efficient and effective use of their time.

"Target 20 CRM focuses on the most important things.  It gives you the opportunity to have a data base for all potential referral sources in the community, and once the leads come in, it gives you a great tool to manage those leads, follow-up and make sure that those leads get closed in a timely manner."