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Elga LTD Contact Management System. Elga UK Background of Elga Research of the project Why Notes? Progress to date Benefits of system Future potential.

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Presentation on theme: "Elga LTD Contact Management System. Elga UK Background of Elga Research of the project Why Notes? Progress to date Benefits of system Future potential."— Presentation transcript:

1 Elga LTD Contact Management System

2 Elga UK Background of Elga Research of the project Why Notes? Progress to date Benefits of system Future potential

3 Elga UK 3 Sales teams 14 Sales people 10 Internal people 8 Managers/directors Separate database Many paper based systems

4 Limitations of Elga Poor level of IT literacy Duplication of customer base Different requirements of sales teams No project manager Need for high expenditure

5 Research by Elga Shrink wrapped packages Totally customized package Custom designed options with Notes Database with Elga specifications with Notes

6 System Requirements Customer record and reporting system Management control Marketing database Diary facilities Good security Ability to replicate information Flexibility for the future

7 Initial Project Appointed database manager Decided on Lotus Notes Drew up specification Short listed software companies Gained financial approval

8 Why Lotus Notes? Ability to replicate Security Customise software Flexibility Mail package Future potential

9 Software Company Excellent Notes experience Small to medium sized Dedicated support by one person Focussed on Notes Flexible

10 Project Progress 2 Sales teams live in UK Expanse use of Notes mail USA sales force live Germany planned in November Final division in UK in November

11 The Pitfalls Accurate cost analysis Total ownership at senior level Project owner Excellent training and help facilities Software modifications always ongoing Project control

12 Sales Force Comments Discussion pages are great The CMS saves me time by sorting by postcode I would not have found this customer without the CMS and raised a quote It allows me to keep upto date with all the latest development

13 Sales Force Comments You can send a bit of info. quickly rather than forget it or not bother The CMS enables the office to get quotes out of the door much quicker It saves me time when cold calling by planning efficiently My competitor knowledge has improved considerably

14 The Benefits Motivated sales force Visibility of prospect and quote banks Reduction in duplicate calling Improved customer information Improved competitor knowledge Reduction in paperwork Increase or retained business

15 The Future Final stage of implementation Software modifications Electronic communication at Elga Further applications Communication with distributors and customers Sister companies

16 A Contact Management System A Competitive Advantage


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