Aptean

AAA WCNY's transactional systems and manual processes did not capture member information or feedback effectively, which led to data inconsistencies and inadequate visibility into member needs. The organization was struggling to provide consistent and efficient member service due to these limitations. The lack of a comprehensive system to manage member relationships was hindering their ability to effectively serve their members and convert interactions into transactions.

Ahlsell, a leading wholesaler in the Nordic region, was seeking to implement a new CRM system. The company's primary focus is on electrical, plumbing, and HVAC supplies, tools, and equipment. The challenge was to find a system that would help its sales agents and sales managers achieve better alignment with senior management objectives. The company needed a solution that was flexible, easy to integrate with other supporting systems, and user-friendly.

The Alliance of Indiana Rural Water was facing a challenge with their member information management. They had their member information scattered across several databases. The member contact information and event tracking were in two separate places, making it difficult to monitor their most active members. The organization was using a home-built Microsoft Access-based database that could only be accessed at the office. This posed a significant challenge as it limited the accessibility of the data and made it difficult to manage and track member activities efficiently.