HelpSystems replaces homegrown system with Microsoft Dynamics CRM and Powertrak CPQ software to power sales configuration and quoting processes. The company's sales staff experiences an 80% reduction in quote generation time with Powertrak. Download HelpSystems' sales quoting case study.
Overview
HelpSystems, LLC, a global provider of systems and network management, security, and business intelligence software, selected Axonom to begin a multi-year, multi-phased approach to replace its homegrown customer relationship management system with Microsoft Dynamics CRM and Powertrak CPQ.
With nine product divisions and fourteen offices worldwide, HelpSystems sought to consolidate its disparate systems into one platform. The company turned to Axonom to replace its homegrown customer relationship management system and provide selling and servicing solutions to its internal staff and external partners.
“We’ve been adding divisions and staff at a rapid pace. It was essential to replace our legacy system and newly acquired systems and merge all that information into one platform that scales synchronously with our growth rate,” said Kim Cassens, project manager at HelpSystems.
The Solution
Before the project began, HelpSystems required a rapid implementation to execute marketing campaigns utilizing Microsoft Dynamics CRM and a new marketing automation system. The company leveraged Axonom’s hosted environment, NetPRM, to quickly deploy the necessary solutions to execute email marketing campaigns.
Next, Axonom migrated HelpSystems’ CRM environment from hosted to on-premise. “The ability for one organization to help us with both deployment options saved time and energy, in addition to the quick execution on our marketing campaigns,” added Cassens.
The Results
Phase one of the multi-phase project successfully went live with Microsoft Dynamics CRM and Powertrak CPQ. With Powertrak's guided selling powering the quoting processes, HelpSystems' internal sales professionals build sales quotes 500% faster than compared to its legacy system.
“HelpSystems’ goal is to streamline many of its B2B business functions, from all product divisions, into just one platform,” said Mike Belongie, COO at Axonom. “With the integration of Powertrak CPQ, sales professionals from all divisions have the necessary tools to rapidly build accurate quotes and orders right from within their Microsoft Dynamics CRM interface.”
For those evaluating configure-price-quote solutions or 3D product configurations to power sales quoting and ordering processes, please request a private or group demonstration to discover what makes Powertrak different from everything else! Ask us about our flexible SaaS pricing model!