IT Edge CRM
10 Case Studies
A IT Edge CRM Case Study
Duggan & Brown, an established consumer merchandise broker, needed a centralized system to help its sales staff better manage vendor and product relationships for its retail clients. Their challenges included a lack of visibility into sales progress and no efficient way to share information or report back to vendors. They turned to vendor IT Edge CRM for a custom Salesforce solution to address these issues.
IT Edge CRM built a custom Salesforce system using Visualforce pages and Apex code, creating a centralized dashboard to manage all product, vendor, and buyer relationships. This solution provided Duggan & Brown's sales team with easy access to information, enabling them to visualize new offerings, track buyer commitments, and improve follow-up tasks. The implementation by IT Edge CRM led to a new level of sales effectiveness and streamlined lead delivery for the company.