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including ACT!, Sage 200 and SalesLogix

Transversal (SalesLogix Case study)

Up in Cambridge you'd expect to find some very bright people, it goes with the territory. So it's no wonder that many of the most UK's most dynamic companies have chosen to make it their base.

Based in Cambridge, Transversal is the UK's leading provider of Dynamic Knowledge Management solutions for customer-facing websites and contact centres. Their blue chip customer base includes Direct Line, JP Morgan, Sony Playstation, Fujifilm, Unilever and MFI.

Dynamic Knowledge Management? What's that?

Basically, by fundamentally changing the way information is shared between customers and staff, Transversal enables organisations to transform the quality and efficiency of their customer service.

The right answer at the right time eliminates customer frustration and ultimately lost business. So the company knew that the right answer to their own database needs had to be SalesLogix.

An upgrade from ACT!

John Cafferkey is Transversal's Marketing Director. "We wanted to use SalesLogix as a customer database as well as a marketing tool," he explains. "This was an upgrade to ACT! - the key benefit to us being that it's account based rather than contact based."

He expands on this by adding, "SalesLogix provides a whole new dimension, with things like automatic synchronisers. Plus it's more stable and basically better designed for what we want to use it for."

A demanding customer

John was keen to emphasise that "As software people ourselves we have a pretty good idea of what we're looking for and we're hard to fool!" This is exactly the sort of customer that could have many suppliers running for cover, but not DMC.

Was DMC the original installer of ACT! ? "No" John added, "We didn't know about DMC at that time. We purchased our original ACT! directly from Sage. We went on to choose DMC because they were new to us and, basically, we found them in the SalesLogix supplier guide!" 

SalesLogix made sense

John had no problems with his purchase. "We didn't find it hard to get to grips with SalesLogix. If you've already been using ACT! you'll find it's a very similar structure," he explains.

"Yes, we've had to have some after sales support. Designing stuff within the database can be fairly complicated and I'm not a programmer!" he laughs. "We had in-house training during the implementation from DMC to make sure all our staff were up to speed."

Ongoing support is not a problem either, as John explains. "Being in Cambridge we're physically close to DMC, but even so we don't need to ask for a site visit very often. In fact most of the issues we have can be resolved over the phone, and of course DMC can log into our server via Webx and that's very helpful. We can carry on working with no interruption; it's a very useful form of support."

A smooth installation

For a tough customer, John is very warm and forthcoming when he talks about DMC.

"Mike's team installed it all very well, completely painlessly and very quickly," he confirms. "The initial implementation took just three days, despite quite a lot of customisation on it. It was very well done - excellent in fact. Above and beyond as they say!"

Another satisfied customer, it seems.

More SalesLogix Case Studies

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