Case Study: Advantage Waypoint achieves improved sales visibility and streamlined opportunity management with Affirma Consulting

Advantage Waypoint - Customer Case Study

AWP, one of the leading foodservice sales and marketing organizations in the country, needed a more powerful, intuitive CRM portal to analyze data and manage sales opportunities for a large national client. AWP engaged Affirma to build a custom CRM web application to provide clearer analysis and simplify data entry and consumption.

Affirma developed a custom web application with a data layer, web services and a web-based UI featuring hierarchical sales-opportunity displays, filters, expand/collapse details, quick opportunity entry, customized dashboards, and a cascade mechanism for leadership target planning with automated roll-ups and historical reference. The Affirma solution greatly improved visibility into sales opportunities, removed data-entry and reporting pain points, and enabled AWP’s client to better manage sales calls, opportunities, white space and reporting.

Advantage Waypoint