HOLLISWEALTH WEALTH TRACKER LOGIN SOFTWAREBecause Maximizer integrates easily with tools like Microsoft Outlook, it provides organizations like the South Carolina Department of Commerce with affordable, flexible, yet complete sales, marketing, and customer service functionality without reengineering their existing business processes or changing their preferred software tools. With more than 7,500 customers, Maximizer is the industry’s most popular and proven customer relationship management product. With Maximizer’s flexibility, their workflow changed minimally, and the team adapted easily,” she says. Installation was simple: “We had the database built, users logged in, and initial training sessions completed within the first week” says Heaton.īecause the adoption of a CRM system was mandated from above, Director of Administration Mandy Kibler anticipated some resistance: “The team was hesitant to accept a new tool because they knew their workflow would possibly change. We couldn’t have met our tight timelines without such quality support.” “From the initial contact, through installation, to our in-house user training, the Maximizer team was responsive and very helpful. His search led him to Maximizer, and it was their customer support team that helped win him over: “I was personally very pleased with the quality of response and support we’ve received from Maximizer,” says Heaton. As a bonus, he was looking for a system that could grow as needed, meaning he could add more seats as other business units came on board. As he considered his options, he knew he needed a system that was affordable, easy to implement, and didn’t require huge changes in work flow. Solutionįaced with a tight deadline, Department of Commerce IT manager Mark Heaton knew he had to act fast. They were to research, test, and implement a solid customer relationship management and reporting system for the Global Business Development unit within one month – including getting the team trained up and using the system. A man with a strong business background where several expensive sales reporting, workflow and CRM tools were status quo, Taylor set a concrete goal for his IT department with respect to CRM tools. was appointed as the new Secretary of Commerce. The message that South Carolina offered great value to investors was getting lost.Įverything changed when Columbia businessman Joe E. There was no central data repository that showed what the team - or any particular individual - was doing. Worse, leads were falling through the cracks when one project manager thought another was managing the account. With no official reporting or sales tool available to them, the team floundered to produce even “soft” numbers for their weekly and monthly status reports. Yet, with over 20 sales and project managers tracking over 278 individual potential investment projects and their progress in non-standardized Excel documents, status reports and useful statistics were hard to come by. In addition, South Carolina offers a cost of living below the national average, nearly 40% less than California. Tracking and Accountability, with Boosts to Investments and Job CreationĬompeting with big-name states like California and New York for new investment dollars, the South Carolina Department of Commerce attempts to set itself apart with proactive follow up to potential investors and the message, “It’s economical to manufacture here”. Surpassed regional investment target by $62M.Greater project management accountability.Improved confidence in reporting accuracy.South Carolina Department of Commerce Key outcomes
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