SalesCycle.NET

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I have outside clients and partners who need access to specific information. With filtering and permissions, I can give them access but still protect my information.

-- Ron Kerher
Kerher Frazier Financial

Case Study: Postmark Direct Marketing Services

Postmark is a direct marketing company that manages not only the direct mail pieces for their clients but also the call center to provide inbound phone coverage. They wanted a system that could keep their 300 clients proprietary information separate and accessible over the Internet. It was also important that the system addressed the needs of scaling hundreds of additional users as their business grew. Additionally, we needed to address geographic restraints because the call center and the mail house were thousands of miles apart. The data also needed to be accessible from Postmarks web presence to maintain continuity with their clients.

Challenges and Customizations

Challenge: Linking SalesCycle.NET to launch from Postmarks’ web presence
Customization: SalesCycle.NET was linked to Postmarks’ web site so their clients’ could log in directly to our system while maintaining the look and feel that it was Postmarks’ technology.

Challenge: Separation of 300 agents’ data with a call center fielding calls from potential customers of all 300 agents.
Customization: SalesCycle.NET inherently keeps different user’s data separate and secure so the challenge was giving easy access to the call centers representatives when a call came in. We linked the SalesCycle.NET system to the inbound call routing system so that the system grabbed the appropriate agent’s database and screen popped it to the representative answering the call. This streamlined the access to data, increased productivity of the representatives

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Contact Info

1520 N. Industrial Ave.
Sioux Falls, SD 57104
866-295-8116
Fax: 605-274-6334
info@salescycle.net

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Generation Direct, Inc. 1520 N. Industrial Ave. Sioux Falls, SD 57104 866-295-8116