This Edmonton Headquartered employee-owned company is aggressively growing market share in their business sector as the newcomer. They realized they needed a competitive edge over their well established competitors and fitted their on the road sales people with complete access to business systems. They just needed a sales tracking tool that their Managers could use to support strategic selling efforts and the sales guys could use to manage their territories.

As a young company with over 50 employees they needed an affordable and focused wireless enabled sales system with a full featured CRM application for in-House use. Due to their national presence they chose our LookOut WEB Application which they have hosted at an ISP along with all their other business software.

Next Phase: Bring Counter Sales Staff on board using a scaled down interface that allows them to view, add and update just the data that is relevant to their fast paced work in serving customers

This Winnipeg Headquartered company is a broad services organization with nearly 500 people. Their requirement to integrate CRM software into their existing business system was crucial to the success of the project. With no existing customer centric systemized software in place they chose to begin with Lead Management and other sales related tools but they realized that salesmen must get something out of a CRM implementation in order to put anything in. They reviewed all their current methods of operation and came up with a few that would help the salesmen in closing business and with our assistance automated these processes.

Because of the size of this organization and given that their salespeople are traditional they had realistic expectations for results in the short term and are working on internalizing the system bit by bit using as many automated processes to support the change.

Next Phases: Increase integration with Business System and online product catalogue as well as Project and Resource Management.

This Washington, USA based company specializes in offering a number of employee benefits services. Their high volume of business transactions were being conducted using a number of software products including MYOB, Excel and Maximizer. They were seeking an integrated solution where data could be entered once and they system itself took care of processing and segmenting the data into the right locations.

With a highly integrated QuickBooks and LookOut solution one division is now entering information into one database which is providing all the reports that the owner only previously dreamed of.

Next Phase: Add a new module to automate the processes of a second division which is currently manually handled with Excel.

This Calgary based company manages multi-dimensional relationships and has a requirement to collect potentially sensitive interactions coming from a variety of sources and individuals. They were seeking a Browser-WEB based system that they could operate from their facilities and give access to the many outside consultants that represent them. Once the data has been collected they have a need to do many advanced searches and email and mail information to individuals.

Their relationship requirements were highly complex and went beyond the commercially available product which is where they sought a customized LookOut system that could evolve with their business needs.

Next Phase: Role out to other divisions that have communication management needs with the same organizations and individuals.

This Vancouver based boutique call centre provides outbound calling to gain knowledge that is resold through its own sales force. They had been Maximizer users for 10 years but increasingly found the limitations in security and overall management of data unacceptable. Their needs for both sides of their business were entirely different. Internal sales force required a Windows based product with a highly processes and automated system to track sales whilst the Outbound call centre required a highly structured WEB interface which controlled call activity and provided a high level of management options through a real time dynamic interface available to restricted users.

Considering themselves a small business and having a very specific business need they turned to LookOut for a personalized solution that would assist them in the process of automating their business and giving management more control of call centre employees activities.

Next Phase: Integrate LookOut with a VOIP system.

This Burnaby based Manufacturer’s rep had been trying to make Maximizer work for his business for years and years. Upgrade after upgrade failed to meet his needs.

Because their business is project-based as opposed to customer-based they were going to try and squeeze a “round peg into a square hole” forever by using standard contact management software like Maximizer.

What they really needed was a system that would allow them to keep track of their multi-relationship requirements as it relates to their complex quoting needs within their project-based selling system.

Fortunately for LookOutCRM this was a straightforward requirement and finally this company can begin to grow again after hitting a wall with their current software.