"We basically scribbled notes on cocktail napkins and fed the information into Word docs or Excel spreadsheets," said Victor Pawluk, national sales manager for Wika Instruments Ltd., Edmonton, Alberta.
Wika tried one customer relationship management (CRM) software solution before migrating to Sales 5.0 from Selltis LLC, New Orleans, in February 2008.
"One of the single most important features that Wika has optimized is the capability of Selltis Sales to handle quotes," said Pawluk. "Plus, the reporting is unbelievable. Even canned reports are useful and easily customized for filtering. The system is so intuitive that we are able to continually customize the Selltis system. If we want a different view or need to add a 'hot button' for a SIC code, we can customize it easily," he added.
Now the manufacturer of electronic and mechanical pressure and temperature instrumentation is equipped with software that can help it satisfy customer inquiries quickly and effectively, no matter what location the customer calls.
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