InSource Software Solutions

InSource Software Solutions Increases Sales Opportunity Visibility by 30 Percent with Sage SalesLogix

Software tools and services for the manufacturing environment
Headquartered in Richmond, Va. with six remote offices; 40 employees

The Need: More sophisticated customer relationship management

The Solution: Sage SalesLogix 10,000+ contacts, 4-5 GB; 25 users

"We found that we were losing a great deal of vital customer history when we experienced any sales force turnover. By tracking complete customer histories in Sage SalesLogix, we’ve significantly reduced the amount of lost data and we can get new salespeople up to speed faster.

“In addition, our previous method of forecasting by spreadsheet was only capturing the larger opportunities and we were losing visibility of smaller accounts and smaller sales opportunities. We’ve incorporated quoting as an extension to Sage SalesLogix and now every quote is captured as an opportunity. As a result, we’ve increased our sales opportunity visibility by about 30 percent.”

— Tom Barczak, Director of Marketing

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