CRM system for three sales forces with a total of over 150 full time sales agents

The client used three different, home-grown CRM solutions for three different highly distributed sales forces that shared many customers, but used vastly different methodologies and sold different products. The client needed an integrated solution that enabled all three sales forces to share data. In addition the CRM solution had to integrate with an existing reporting and compensation system. After researching several standard software solutions, the client decided to ask IncuBIT to develop a web based custom solution. IncuBIT implemented an application that provided the required functionality to the members of each sales force. As part of this project, IncuBIT developed a complex authorization model that allowed each sales agent, manager, or administrator to see and change the appropriate customer information. The application was successful and well accepted by the sales force. The three legacy applications could be decommissioned and the sales system has been in use for the past 5 years.


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