Strategic Sales Systems selected Salesforce.com CRM solution for financial training organization
St. Louis, MO - June 15, 2011 - Strategic Sales Systems, a premier provider of CRM (Customer Relationship Management) solutions today announced that CU Conferences has selected Salesforce as its new CRM solution and Strategic Sales Systems as the business partner to implement and customize. CU Conferencees organizes and sponsors conferences where credit union CEOs, directors, executives, committee members, and management staff learn about the latest in asset management, marketing, operations, staff development, technology tools, and management training.
The company has been using a homegrown Access database application to track its customers and prospects, but recognized the need for more robust and sophisticated query capabilities to enable it to hone and target its marketing efforts. "We need a robust CRM solution to enable us to effectively market our conferences to new prospects and past attendees," said John Berra, marketing director for CU Conferences. "We want the ability to select a group for a campaign based on multiple elements, such as job title, geographic area, and past attendence, and our current system does not provide that flexibility."
The company reviewed several CRM systems before zeroing in on Salesforce. The hosted nature of the application appealed to CU Conferences, which runs a lean operation without a dedicated IT staff.
"Strategic Sales Systems was recommended by Salesforce, and we were immediately impressed with their knowledge of the software and their willingness to work with us to tailor the solution to our needs," added Berra. "They are highly professional, with excellent planning and communication skills and are working through the implementation according to our plan."
Mike Hoffler of Strategic Sales Systems, said: "CU Conferences is an ideal candidate for Salesforce. The IT burden is essentially nonexistent, which frees their resources for core business activities. In addition, we were able to convert their data from the Access database, enabling them to be productive right from the start."