For IT

Sales, Marketing, and Customer Support frequently complain about the challenges of getting their systems to integrate and they’re often using software from different vendors. It often fell to Tim’s department to create custom code to manage the data.

Recently, he was able to move the company to Salesforce CRM. The Sales team uses it to qualify leads and manage opportunities, Marketing tracks campaigns and nurtures leads, and Customer Support manages cases. Each department had its own vendor for online meetings and Tim desperately wanted to get them all into one solution.

These were his key goals:

• Make the ROI case with reporting and tracking
• Integrate natively with Salesforce.com
• Provide security and work through system firewalls
• Keep the data in the systems

The Solution
Tim looked at a number of providers but decided on iLinc Suite because it matched his needs and integrated natively with Salesforce.com. Also, because it was an Aloha App, it did not count against his object limits in Salesforce.com. Tim now has everyone using one solution to meet all of their departmental needs.

The integration was easy and each department got what they needed for web collaboration. Marketing managed integrated webinars that drove revenue. All attendees of the webinars became leads in Salesforce.com, eliminating the need to manually enter each. Workflows triggered different Sales processes based on time in session. Sales reps launched instant meetings online with warm leads. Customer support used iLinc for remote desktop and application sharing which solved issues quickly. Meeting data for all users automatically tracked to cases in Salesforce.com. Lastly, comprehensive reporting allowed Tim to make his ROI case.