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IT Portfolio Expands CRM Program for Dealers

15 Feb, 2005

IT Portfolio Expands CRM Program for Dealers

IT Portfolio, a national Information Technology service and support firm headquartered in Denver, CO., has expanded the functionality of their hosted customer relationship management (CRM) solution that enables copy and print dealers to decrease costs, increase productivity, improve customer service and boost sales by strategically managing and utilizing customer sales , service and meter information. The solution, called ‘ProfIT, is a powerful and affordable alternative to traditional CRM products.

ProfIT is completely compatible with standard industry accounting databases such as OMD, dispatch systems such as ADS and meter capture solution such as FM Audit and JetAdmin. This first of its kind integration allows companies to use the information in those databases company-wide in a myriad of ways to build their business through better communication with current and prospective customers.

“…this is not just a solution for sales, or another solution that I am forced to work with,” said Mike Greenberg, president and CEO of PrinTelogy. “It actually integrates my accounting, dispatch and meter capture software while providing the missing pieces to my sales and service teams”.

For example, ProfIT provides sales and sales managers with daily updates as to their account volume, as well as identifies and warns both sales and service of problematic equipment. The ability of the software to proactively manage the existing the service base is essential to providing the time to expand the customer base.

“The reaction from our customers has been overwhelming”, said Mark Lessner, President of IT Portfolio. “We have not only filled the service and sales gaps, but we did it by using their existing software.” “For example, everyone is talking about meter capture solutions. What we have done is to both affordably capture meters and to allow for the thousands of pieces of meter data to be delivered directly into the customers accounting system.”

For additional information or a demonstration of ProfIT, please contact IT Portfolio at 1-800-759-3630, email sales@itportfolio.com.

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