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"Over the past 14 years as Marketing Manager for Yancey Bros. Co. I have had the opportunity to implement three different CRM systems. The first two were met with very poor adoption across the organization due to limitations in functionality, lack of flexibility and poor support from the software vendor. When we implemented SalesLink in 2007, we did so with the full intention of realizing a company-wide adoption. After three full years I can say without question that we have achieved that.
We now have full usage of SalesLink by every division of our company at multiple levels, from our executive group to our service writers and all positions in between. We have rolled out additional modules that, like SalesLink, have been implemented across divisions. For many Yancey employees, SalesLink and the related software modules are central to everyday operations. From a Marketing perspective it is what we use daily to support the other divisions of the company. There is no question that we could not be as productive as we are without it in place. From a Sales perspective it continues to be the tool we use to evaluate sales rep performance and the tool our sales forces use to manage their day, from scheduling to activity reporting to solving customer issues without the need to make multiple phone calls. Canam’s software has made us all more efficient and effective.
Our number one goal in the summer of 2007 when we first launched SalesLink was to provide our company with a complete view of the customer for everyone that needed that information. We have successfully achieved that goal as evidenced by the account activity I can monitor through Requests and Activity Reporting. And if you walk into the Sales bullpen or a product support meeting at any of our branches across the state, you should expect to see Canam software in use on our sales rep’s laptops over 90% of the time.
I think the true measure of success however is requests from users to make changes. To me that indicates usage, understanding of what is and what is not available in the software, and a desire to continue developing the tool to make our jobs easier. Not a week goes by where I don’t receive a question or a suggestion about what could be done to change a report or add new functionality. We currently have four change requests underway to eliminate manual reporting we have done for years, which will now provide real-time access to the same information electronically through SalesLink. These change requests originated from both our machine sales reps and our Vice President of Sales for our Machine Division. To me, that indicates a high level of confidence in the software.
On a personal level, without Canam’s software, my job would be immensely more difficult and time-consuming. I now perform tasks in minutes that would normally take hours and involve our I.T. staff to generate queries or run reports. And I have received similar comments from others about how SalesLink has made their jobs easier. From SalesLink to iQuote to iMacs to Product Support Quoter and the other modules we have installed, all of the software has truly helped Yancey Bros. Co. to become more knowledgeable about our customers and more efficient in the office or in the field."
Greg DeWalt, Corporate Marketing Manager
Yancey Bros. Co, Atlanta, Georgia
Multiple Canam Software Modules
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