Compensation firm stops data loss with CRM

Compensation firm stops data loss with CRM

Admin and data entry times cut by 70 percent.

Workplace compensation management firm Cambridge Integrated Services has cut time spent on administration and data entry by as much as 70 percent with a hosted Customer Relationship Management (CRM) solution.

The Victorian company was expending resources on manual data entry using spreadsheets, and removing duplication throughout its systems.

Each customer profile requires contact information, case descriptions and status updates which was previously locked in siloed systems, and duplicated through the network. Data was across the CRM and in hand-written documents and information was frequently lost.

The customer information database was full of errors from the lack of cross-checking between its 250 staff using the manual system.

The company chose Microsoft Dynamics as a hosted solution after evaluating a series of platforms including Seabol, Sage ACT and FrontRange GoldMine.

Cambridge has hooked Dynamics into its other Microsoft platforms including Windows SharePoint which gives staff local and remote access to the company's administration tools.

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