Customer Relationship Management Systems

Customer Relations Image In a few short years Customer Relationship Management has moved from being a peripheral software application to manage sales contacts to a mainstream application that has become the lifeblood of many companies.

Today, businesses worldwide use CRM to manage total customer interaction… from marketing and sales to warranty and claims… from customer care to mobile solutions. It’s become part of the integrated fabric of any complete ERP system, integrating with Outlook, with your productivity applications and of course, with your accounting system.

Sales departments use CRM to improve performance with ‘cradle to grave’ prospect and customer tracking and maintenance. Marketing segregates customers based on interests and purchases to precisely target campaigns for maximum return. Customer service uses CRM to support clients, track warranty claims and ensure clients are well served.

PSSI’s consultants and solutions can bring CRM off your wish list and make it a very real part of your customer experience. If your goal is improved top line sales and reduced bottom line expenses, CRM is a tool to help you get there.

17 Rules of the Road for Customer Relationship Management

When it comes to choosing the right customer relationship management (CRM) system for your business, it’s important to understand all the benefits of an integrated CRM system before beginning your selection process.

When you launch a CRM implementation, your choices can impact nearly everyone in your company. The following attached booklet, 17 Rules of the Road for Customer Relationship Management, includes suggestions collected from executives, managers, employees, and consultants who shared their experiences with Sage.

Our goal is to provide you with useful information and help you succeed in choosing the best CRM solution for your organization. After you have read the information in the 17 Rules of the Road for Customer Relationship Management brochure, please contact us to discuss your needs, wants and goals.

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Sage CRM - for 360 Degree Visibility of Your Business	1	1527 Kb
Sage Sage CRM to Sage ERP Integration	2	915 Kb
White Paper: 17 Rules of the Road for CRM	3	373 Kb

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“You guys are always so quick to respond. Everything went really well during the upgrade process, despite staff changes at our end. I really have nothing negative to say.

“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

Connie Napier

Project Coordinator
Glunz & Jensen / K&F, Inc.
Granger, IN
“This was the smoothest upgrade I’ve ever been involved with — and I’ve been through a lot of them in my career.”

Kent Deal

General Manager
Glunz & Jensen / K&F, Inc.
Granger, IN
"Your group was great through the entire process — always professional, friendly and quick to respond.

“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

Connie Napier

Project Coordinator
Glunz & Jensen / K&F, Inc.
Granger, IN
“The speed at which our warehouse team was able to learn to use the system was another plus. I can teach someone all they need to know to use the system to pick orders in about fifteen minutes."

Alan Wyne

General Manager
Berry Plastics (formerly Rollpak)
Goshen, IN
“We have reduced paper invoicing and all those associated costs in paper, staff and postage by 75%.

“We can put in so many more orders so much faster, and the system has saved us from hiring more staff.”

Kent Dennis

President
St. Joseph Paper & Packaging
South Bend, IN
“Utilizing the software we got from PSSI fully yields big savings to us."

Dean Skwarcan

Vice President
St. Joseph Paper & Packaging
South Bend, IN
“We’re far better organized today as a result of implementing our system.

"With all the time and labor we’ve saved, we now devote more time to contacting clients and serving our customers.”

Justine Williams

Office Manager
St. Joseph Paper & Packaging
South Bend, IN
“Through it all, you guys always did the right thing.”

Lila Leonard

Vice President of Finance
Rollie Williams Paint Spot, Inc.
Elkhart, IN
“The system has really improved our customer service! We can take multiple orders simultaneously, check orders faster, know when incoming product is due, keep our customers informed and make better promises on delivery.

“We’re far better organized today as a result of implementing our system.”

Justine Williams

Office Manager
St. Joseph Paper & Packaging
South Bend, IN
“We have gained more than a 25% increase in order ship rates while total warehouse staff has actually decreased.

“Without this software, our shipping could never have kept up with our sales increases.”

Eric Kronemeyer

VP Operations
Alpha Systems, Inc.
Elkhart, IN
“Once you know how to use the system, there isn’t anything you can’t get out of it. The system is really user-friendly and intuitive for our office users. The screens are well laid-out and consistent. But the real versatility shines through for the power-user, who can drill down to unprecedented levels to extract key data and trends from the system – it’s fast, simple and powerful.”

Lila Leonard

Vice President of Finance
Rollie Williams Paint Spot, Inc.
Elkhart, IN
“I’m a firm believer in working smarter not harder, and [our software from PSSI] does just that for us.

“The project was on track for the agreed upon cost and schedule. We searched a long time for the right system… we checked references, and it was clear that PSSI was at the top of the list.”

Bill Dawson

Vice President
General Manager
Clean Seal, Inc.
South Bend, IN
“[Clean Seal] now achieves 99.9% on-time shipments.”

Apryl Turczynski

Purchasing Manager
Clean Seal, Inc.
South bend, IN
“Now we can quickly look up customer history for things like pricing and purchases, when and how we shipped, quantities, order numbers, customer P.O.’s and much more, instantly.”

Cindy Borich

Customer Service Manager
Clean Seal, Inc.
South Bend, IN
“The barcode and data collection systems have given us real-time inventory analysis. We’ve cut our number of inventory counts in half already. It’s real-time from the shop floor straight to the balance sheet.

“Our inventory accuracy has been dramatically improved, and that’s been a huge payback, in addition to improved reporting.”

Connie Napier

Project Coordinator
Glunz & Jensen / K&F, Inc.
Granger, IN
"They have always been there to help me out."

Ms. Angie Hill

Accounting Supervisor
Computer Care Company
Adrian, MI
"PSSI has provided us with great customer service. They have helped us in many ways since we became partners with them. I would definitely recommend them to someone else."

Ms. Maria Grossman

VP & Controller
Indiana Municipal Power Agency
Carmel, IN
“The PSSI staff helped us achieve giving our people the tools they need, and to keep us focused on doing even better in the future.”

Bill Dawson

Vice President
General Manager
Clean Seal, Inc.
South Bend, IN
“In fact, you know the thing I liked most? That you got our ERP implementation done in a very professional manner, but we also had fun!”

Connie Napier

Project Coordinator
Glunz & Jensen / K&F, Inc.
Granger, IN
“EZ-WMS has virtually eliminated our mis-shipments. The discipline required by the system in picking, packing and shipping makes the process faster and provides a much higher degree of accuracy than was possible prior to the deployment.”

Alan Wyne

General Manager
Berry Plastics (formerly Rollpak)
Goshen, IN
“We would need a lot more people on our staff today if we did not have this system.

“The system has eliminated purchasing pressures. We can plan now.”

Doris Fletcher

Vice President Manufacturing
Union Products, Inc.
Cromwell, IN
“We would need a lot more people on our staff today if we did not have this system.

“[With our system from PSSI] we produce more, with fewer errors, in less time. And we catch the rare mistake sooner.”

Doris Fletcher

Vice President Manufacturing
Union Products, Inc.
Cromwell, IN
"With [our system from PSSI], we’re putting out more quotes with fewer customer service reps than we otherwise could do.

“Today, we do 35% more business, using one production shift compared to the previous three shifts, with over 40% less staff.”

Bill Dawson

Vice President
General Manager
Clean Seal, Inc.
South Bend, IN
“E-Z WMS allows us to run our business with as few as one-sixth the number of employees our competition uses.”

Alan Wyne

General Manager
Berry Plastics (formerly Rollpak)
Goshen, IN
“E-Z WMS has eliminated the need to have paper in our system. We eliminate the paper chase, the hand-written confusion, the missed communications. At the same time it allows us to provide key employees with information on multiple work centers, thus allowing them to manage more work centers.”

Alan Wyne

General Manager
Berry Plastics (formerly Rollpak)
Goshen, IN
“E-Z WMS has eliminated all the spikes in our inventory counts. It has reduced mistakes, sped up shipping and made a major difference in our comfort level at year-end. It’s unbelievable the difference it has made in a year.”

Sandy Garver

Warehouse Manager
Alpha Systems, Inc.
Elkhart, IN
“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

Connie Napier

Project Coordinator
Glunz & Jensen / K&F, Inc.
Granger, IN
“It went brilliantly!

“I’ve been involved with many of these projects, both large and small, and this is the smoothest I’ve ever seen one go.

“It’s nice to have faith in your partners.”

Penny VanHorn

CFO
Trevco, Inc.
Troy, MI

Customer Relationship Management Systems

17 Rules of the Road for Customer Relationship Management

eUpdate Signup Form

Other Links

“You guys are always so quick to respond. Everything went really well during the upgrade process, despite staff changes at our end. I really have nothing negative to say.

“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

“This was the smoothest upgrade I’ve ever been involved with — and I’ve been through a lot of them in my career.”

Kent Deal

"Your group was great through the entire process — always professional, friendly and quick to respond.“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

Connie Napier

“The speed at which our warehouse team was able to learn to use the system was another plus. I can teach someone all they need to know to use the system to pick orders in about fifteen minutes."

Alan Wyne

“We have reduced paper invoicing and all those associated costs in paper, staff and postage by 75%.

“We can put in so many more orders so much faster, and the system has saved us from hiring more staff.”

Kent Dennis

“Utilizing the software we got from PSSI fully yields big savings to us."

Dean Skwarcan

“We’re far better organized today as a result of implementing our system.

"With all the time and labor we’ve saved, we now devote more time to contacting clients and serving our customers.”

Justine Williams

“Through it all, you guys always did the right thing.”

Lila Leonard

“The system has really improved our customer service! We can take multiple orders simultaneously, check orders faster, know when incoming product is due, keep our customers informed and make better promises on delivery.

“We’re far better organized today as a result of implementing our system.”

Justine Williams

“We have gained more than a 25% increase in order ship rates while total warehouse staff has actually decreased.

“Without this software, our shipping could never have kept up with our sales increases.”

Eric Kronemeyer

Lila Leonard

“I’m a firm believer in working smarter not harder, and [our software from PSSI] does just that for us.

“The project was on track for the agreed upon cost and schedule. We searched a long time for the right system… we checked references, and it was clear that PSSI was at the top of the list.”

Bill Dawson

“[Clean Seal] now achieves 99.9% on-time shipments.”

Apryl Turczynski

“Now we can quickly look up customer history for things like pricing and purchases, when and how we shipped, quantities, order numbers, customer P.O.’s and much more, instantly.”

Cindy Borich

Connie Napier

"They have always been there to help me out."

Ms. Angie Hill

"PSSI has provided us with great customer service. They have helped us in many ways since we became partners with them. I would definitely recommend them to someone else."

Ms. Maria Grossman

“The PSSI staff helped us achieve giving our people the tools they need, and to keep us focused on doing even better in the future.”

Bill Dawson

“In fact, you know the thing I liked most? That you got our ERP implementation done in a very professional manner, but we also had fun!”

“EZ-WMS has virtually eliminated our mis-shipments. The discipline required by the system in picking, packing and shipping makes the process faster and provides a much higher degree of accuracy than was possible prior to the deployment.”

Alan Wyne

“We would need a lot more people on our staff today if we did not have this system.

“The system has eliminated purchasing pressures. We can plan now.”

Doris Fletcher

“We would need a lot more people on our staff today if we did not have this system.

“[With our system from PSSI] we produce more, with fewer errors, in less time. And we catch the rare mistake sooner.”

Doris Fletcher

"With [our system from PSSI], we’re putting out more quotes with fewer customer service reps than we otherwise could do.

“Today, we do 35% more business, using one production shift compared to the previous three shifts, with over 40% less staff.”

Bill Dawson

“E-Z WMS allows us to run our business with as few as one-sixth the number of employees our competition uses.”

Alan Wyne

“E-Z WMS has eliminated the need to have paper in our system. We eliminate the paper chase, the hand-written confusion, the missed communications. At the same time it allows us to provide key employees with information on multiple work centers, thus allowing them to manage more work centers.”

Alan Wyne

“E-Z WMS has eliminated all the spikes in our inventory counts. It has reduced mistakes, sped up shipping and made a major difference in our comfort level at year-end. It’s unbelievable the difference it has made in a year.”

Sandy Garver

“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”

Connie Napier

“It went brilliantly!

“I’ve been involved with many of these projects, both large and small, and this is the smoothest I’ve ever seen one go.

“It’s nice to have faith in your partners.”

Penny VanHorn

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Productivity Strategies & Solutions, Inc. | 6561 Lonewolf Dr. Suite 200 | South Bend, Indiana 46628 | 877-273-2444

"Your group was great through the entire process — always professional, friendly and quick to respond.

“I’ve worked with your team several times over 15 years, and I wouldn’t have felt comfortable with anyone else. As always, you were on-time and on-budget.”