Case Study: CBI Group
With its CRM system integrated with its project management and high user adoption, CBI Group is gaining greater visibility into how the business is performing.
- Allow employees to share and collaborate from remote locations
- Ensure data security by housing customer data within company firewall
- Integrate account management and project management to better manage client engagements
- Project management and account management integrated into a single application provides greater insight into customer engagements
- Strong reporting capabilities driven by customer data inform executive decisions
- Better control of customer information and data security