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New Enhancements, Increased Revenue, and Satisfied Customers for Lilly Software’s VISUAL CRM




20 December 2002, Hampton, NH (USA) — Lilly Software users in a range of industries are adding on to their VISUAL® solutions and integrating the successful customer relationship management application, VISUAL CRM™. Recent time-saving enhancements to the product, including faster access to data and improved Microsoft Office integration, have helped to significantly boost fourth quarter CRM sales.


“Over 120 Lilly Software customers have purchased VISUAL CRM in the last three months,” says Jeff Holway, Program Director, CRM, Lilly Software Associates. “We want companies to have the tools and information they need to deliver the best service possible. Excellent customer service provides a competitive edge in the marketplace. VISUAL CRM offers features that help our users access information when and how they need it.”


The latest VISUAL CRM release, version 3.2, includes over thirty-five enhancements. Users can now create mail merges quickly and integrate data with other back office tools. With the ability to capture Microsoft Outlook e-mails into the database and attach them to any VISUAL CRM record, companies can access accurate information and improve communications both internally, as well as with customers and prospects. Version 3.2 offers expanded security functions, more advanced searching tools, improved integration with Crystal Reports®, and increased support for Remote Synchronization. 


One company impressed with Lilly’s application is The Marena Group, located in Lawrenceville, Georgia. The Marena Group develops and manufactures external compression clothing for medical distributors. This year, when the company wanted a solution to track inventory and manufacturing and enhance its customer service, it decided to implement VISUAL Enterprise™ with VISUAL CRM. It went live with the system in August.


“We liked VISUAL CRM for three reasons,” explains John Rogelstad, Information Technology Director at The Marena Group. “First, we liked that it was part of VISUAL Enterprise and allows us to access customer data from a single location. Everyone in our company, from customer service to shipping, can quickly find up-to-date contact information for customers and vendors. Second, we liked the Remote Synchronization tool because it connects our sales associates when they’re on the road and enables them to send information and download the most recent product data and account history. And finally, we liked that VISUAL CRM offers the ability to customize and define application features. I can build tasks to projects using the Application Builder and launch VISUAL Quality conveniently from the main window.”


Successful customer service depends on representatives responding promptly to customer concerns and being able to view detailed information to answer questions. The enhancements in version 3.2 address these needs and make it even simpler to track customers, record data, and enter tasks into the system.


In May 2001, LiteTouch, Inc, developers of complete lighting, dimming, and integrated control systems for private homes and commercial settings, went live with its integrated VISUAL Enterprise and VISUAL CRM solution. It has been very pleased with the benefits and has upgraded to the latest 3.2 release. “We chose VISUAL CRM for three reasons: price, integration with our VISUAL Enterprise application, and the ability to share data with all departments through one central location,” says Heidi Fausett, Information Technology Manager at LiteTouch. “We wanted to collaborate between departments. One of the biggest benefits we’ve seen is improved reporting. We can now gather information about customers’ jobs, calls, warranties, and mailings to customers and prospects. Customer service has always been a top priority for us. Now our service representatives can better assist our customers. They know what calls are coming in, and they are aware of any prior communications and issues ahead of time. They can see leads, quotes, and open orders and easily drill down to line items. It’s been amazing.”


Allowing companies to integrate data about accounts, contacts, sales opportunities, quotes, service orders, help desk calls, and tasks, VISUAL CRM is a powerful addition to the VISUAL Enterprise suite. As more customers look to streamline their operations and efficiently serve their customers, Lilly Software expects results to remain strong. 


VISUAL CRM version 3.2 is available now from Lilly Software Associates.

About Lilly Software Associates

Lilly Software Associates, Inc. provides a complete line of enterprise and supply chain solutions for manufacturers and distributors. The VISUAL Enterprise™ suite of products helps companies capture and analyze real-time data about all their business processes using ERP, Project Management, Business Performance Management, Quality Management, Customer Relationship Management, and Warehouse Management System capabilities. From award-winning software to strategies in Lean Manufacturing and TOC, Lilly Software offers companies the tools they need for higher productivity and profitability.

Most VISUAL® applications run on Windows® 98, Windows NT, Windows 2000, Windows XP, UNIX®, LINUX, Novell®, using SQLBase®, Microsoft SQL Server®, or ORACLE® relational databases.

Lilly Software has received many industry awards for its products, service, and financial growth since its inception. Most recently, the company has been voted one of the Top 10 Best of Breed solutions for manufacturing by readers of Consumer Goods Technology, listed in Software Magazine's Top 500, selected as a Top 100 Logistics Information Technology Provider in Inbound Logistics, listed in the Top 100 Application Vendors in Supply Chain e-Business, included in MSI's Top 100 for its eighth year, and ranked as one of Start magazine's Hottest Companies.

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