WCD Technical had no effective way to track all client & prospect touches / communications with their associated Request For Quotes and Purchase Orders.
Virtually Sourced was tasked with customizing a CRM platform that included a dashboard and filters for ease of tracking / reporting. After successfully building out the platform, we consolidated all past and present contacts into one place where we now track new contacts, communications, and associated documentation.
WCD Technical is now able to easily identify action items, follow up touches needed, and maintain contact profiles all in one place with no need to search for RFQs or POs. Since it’s implementation, we have seen a dramatic increase in efficiency leading to increased sales.
“The Virtually Sourced team has become ingrained in our business operations and they continue to prove themselves invaluable. They always act quickly, responding to my needs, & think outside the box when it comes to needed solutions. Their ability to effectively manage and integrate the platform is understated. They are truly masters of their craft.”
~ Bill Doyle, CEO
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