Axonom
23 Case Studies
Case Study: Fortra (formerly HelpSystems) achieves 80% faster quote generation and 500% faster quoting with Axonom’s Powertrak CPQ
A Axonom Case Study
Configure-Price-Quote Software Driving Results at HelpSystems
Fortra, a global provider of systems management, security, and business intelligence software (profiled in the source as HelpSystems), needed to replace a homegrown CRM, consolidate disparate systems across nine product divisions and 14 offices, and automate sales quoting. They engaged Axonom and its Powertrak CPQ (along with Microsoft Dynamics CRM and NetPRM hosting) to address these challenges.
Axonom deployed Microsoft Dynamics CRM in its NetPRM hosted environment, implemented Powertrak Configure-Price-Quote, and later migrated the CRM to on‑premise. The solution cut quote generation time by 80% and enabled sales professionals to create quotes 500% faster than the legacy system, delivering rapid deployment for marketing campaigns and streamlined, accurate quoting across divisions.
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Fortra
Kim Cassens
Project Manager