CRM Case Study: Lloyd Sadd happy with SalesLogix CRM
Company: Lloyd Sad Insurance
Industry: Insurance
Solution: SalesLogix
Functionality: Sales force automation
Cost: Free. No registration.
Challenge: Tracking client communication
::: Lloyd Sadd happy with SalesLogix CRM :::
When Alberta-based Lloyd Sadd Insurance decided to deploy a CRM system in 2002, it wanted one that could be deployed enterprise-wide, eliminate multiple databases, and offer a single view of communications with clients, prospects, and business associates.
When it decided to go with SalesLogix, the company felt that SalesLogix CRM will help it to track client communication, prevent duplicate communication, and integrate smoothly with its existing document management system and accounting system.Â
Learn more about what made Lloyd Sadd happy with SalesLogix CRM >>>
Filed under: Financial Services, Sales Force Automation (SFA)