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"Efficy was chosen as the CRM solution because it met the complexity of our membership and was very flexible in all developments as efficy is fully customizable."
Next comes Didier Pesesse, Logistic & Applications Support Senior Manager at UITP. In this role, he is the administrator of the CRM solution. In this capacity, he ensures that the CRM is kept up to date, produces the reports requested by UITP’s functional teams and helps the teams to segment the database.
UITP, thanks to developments, can see the history of members over the years in a module developed for this purpose. They have recently developed the ‘request for operational figures from member companies’ via a form that directly updates new data in the company profile.
“At UITP, we have direct members of our organization but also indirect members. For example, a global company is a member of UITP. This group includes ‘sister’ companies which are subsidiaries of that company and also have access to UITP services and different content. The on-demand reporting I do allows the UITP organization to have a consolidated view of these entities and thus better manage the associated content and access.”
C’est avec une certaine fierté que Didier Pesesse nous confie que l’option de « Tree view », devenue une fonctionnalité phare chez efficy CRM, a été développée grâce à une demande d’UITP. Le tree view dans efficy CRM permet de voir de manière graphique les liens existants entre différentes entreprises, plus précisément dans le cas d’UITP entre société mères et sœurs. Cette fonctionnalité Tree view peut également s’appliquer aux vues Projets ou encore Produits.
efficy CRM a été choisi parce que la solution a répondu à la complexité de leur membership et s’est montré très flexible.
Efficy and UITP have had a strong relationship for over 15 years, with ups and downs, even if the downs are “very sporadic”, according to Didier Pesesse, but above all it is a relationship of trust.
Paul and Didier use efficy CRM every day and are very happy with all the possibilities offered by the solution and all the benefits efficy CRM brings on a daily basis.
"The CRM allows us to centralize all our customer knowledge for reliable and shared information. The solution accompanies our sales representatives every day in the development of their activity."
"efficy CRM has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
"We were looking for a CRM that would be integrated into the work of the sales staff, that would be modular and that would allow us to monitor the activity in a very detailed way."
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!