Cabinet Vision France is the exclusive French reseller of the Hexagon group, the reference for industrial manufacturers in production and metrology tools and solutions. Cabinet Vision France distributes solutions to its customers to design and produce their ideas.

The software solution offered by Cabinet Vision France covers every aspect of the process, from design to manufacturing.

It is used for drawing, design, decoration, sectioning of furniture, dressings and closets, quotations, cost calculations, assembly sheets, cutting lists, customer cartridges, for automated production.

From design to the most complete automation, the company studies the needs of its customers to offer them the appropriate solution.With few consultants available and support that was too far removed from our business context, we decided to look for another solution. A colleague, who works in the same field of activity, recommended Efficy CRM to us. We were immediately attracted by its suitability for our specific businesses and its broad functional coverage.

Efficy is the solution that has allowed us to centralize all our information in a single repository. The CRM has become the heart of our information system and has made us more productive
Véronique Pitule
Sales & Marketing Director

The project at a glance

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    8 Users

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    Deployment in 2017

The project's context

We had been using CRM Dynamics since 2007 but had only partial use of this solution. It was indeed very heavy and complex to deploy within the company and we did not manage to find the right support and training to finalize our project!

With few consultants available and support that was too far removed from our business context, we decided to look for another solution. A colleague, who works in the same field of activity, recommended Efficy CRM to us. We were immediately attracted by its suitability for our specific businesses and its broad functional coverage.

A unique repository to manage our customer relationship!

Before using Efficy, our business was managed using different tools. We managed our customer base and customer support from Dynamics but used different sales, accounting and marketing solutions. Juggling different Excel tracking files was part of our daily routine and we had no synchronization between our different tools and our CRM.

Efficy is the solution that allowed us to centralize all the information in a single repository. The teams now have access to the information they need from Efficy. The CRM has become the heart of our information system and has made us more productive with a clearer and more fluid distribution of tasks within the company.

Simple and fast deployment

One of the strong points in the success of our CRM project was the support offered by Efficy. Project framing, needs analysis and training allowed us to define the user needs upstream and optimize the deployment of the solution within the company, thus fully meeting our business issues.

The initial training sessions gave us the keys to master the basic functionalities of the solution, and then we benefited from more advanced support. Customization of our interface, definition of the various processes and workflows were defined for optimal use of the solution.

Advice and best practices allowed us to accelerate the adoption of the solution by our employees and to deploy it quickly. We were able to reduce the transition period and completely abandon Dynamics earlier than we had hoped!

Complete user adoption

We had been operating with CRM Dynamics for almost 7 years without being able to achieve an effective and complete implementation of the tool. With Efficy and the service offer that was proposed, it only took us six months to fully exploit the CRM and to definitively and quickly give up our old solution.

A project manager accompanied us from start to finish. His responsiveness and his in-depth knowledge of the solution and our business were real assets for the project and its success. He knew how to contextualize the CRM to our business needs and to establish a very positive relationship, based on the exchange around our problems and the reflection in the definition of our processes.

“The proximity and efficiency of the Efficy teams is a strength of their offer. Our relationship is not limited to a simple service, our project manager remains a key contact who continues to support us on a daily basis. “

All our employees have totally adopted the solution. The functionalities of the latter allow everyone to carry out their activity simply. We can now fully exploit the quotation, claims, marketing and invoicing modules while benefiting from a total integration of the latter with our customer/prospect database. All the information goes up on our customer files and we have clear statistics, in real time, to follow our activity.

Why do you recommend Efficy?

For its ease of implementation and business verticality. Efficy CRM is a fun solution that is easy to access and deploy. It is easy to customize and includes all the desired functionalities in an all-in-one solution. As a scalable solution, there is a real team that listens to your requests.

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Our other references

13,500 customers and more than 330,000 users use Efficy Group’s solutions