Why choose efficy CRM?
Efficy CRM showed great flexibility in adapting to our needs, both in terms of infrastructure and functionality, and in terms of business customization.
The specifications required us to retrieve customer information from SAP by extracting it and importing it into Efficy and to have a tool that was easy to use and quick to deploy. The project took place in over a year.
Centralizing information from seven agencies.
We chose to bring all agencies and departments on board. Everyone had a representative on the project team to detail their needs. Thanks to this work, efficy was able to customize the CRM to adapt it to our business, our organization and even our semantics.”
In addition to integrating the “Xerox language”, efficy’s experts set up numerous functionalities to manage the machine fleet directly from the customer files, follow up on contracts, business, etc.
Thanks to this work, the seven FBI Group agencies now have a centralized database:
“Hosted on our Lyon site, our CRM is accessible to employees wherever they are in the country – even when they are on the move. Each branch has its own segmented data.
Efficy CRM was quickly taken in hand by our teams. It’s a tool that integrates very easily into our work environment.
Today, we have centralized our customer knowledge in a single tool. Deadlines, number of machines, contracts, RIB, contacts, history… all the information we need is stored on our new CRM.
