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64 Case Studies
A Act! Case Study
techniCAL Systems 2002 Inc., an Ontario-based distributor of measurement, calibration and recording instrumentation, serves a wide range of industries from utilities and government to pharmaceuticals and education. With diverse product lines and services (including repairs and training), the company needed to send highly targeted messages, avoid duplicate data entry and errors, and keep customer records current while saving time and maintaining high service levels.
techniCAL addressed these challenges by using Act! CRM with Act! Marketing Automation, heavily customizing the system and integrating it with third‑party quoting and invoicing tools (and using Handheld Contact for remote updates). The result: streamlined workflows, fewer errors, more accurate segmentation and cleaner data, faster lead-to-sale processes, improved marketing ROI and higher revenue per employee.
Mark Reid
Owner and V.P., Sales & Marketing