EthicsPoint Extends Salesforce With AppExchange for Contract Management, Client Implementations, and Customer Lifecycle Automation

Topics:
CRM,
Strategic Management Tools
Tags:
Automation,
Contract Management,
EthicsPoint,
Sales,
Sales Force Management,
Salesforce.com AppExchange,
Salesforce.com Inc.
Source:
Salesforce.com

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Overview: EthicsPoint, a rapidly growing startup that provides ethical compliance and governance services, found its Microsoft Excel-based sales tracking unwieldy as the company evolved. With a small IT team, the company wanted a solution that was easy to install, had out-of-the-box functionality, and required minimal training. Baseline CRM functionality and workflow were primary requirements, but the company knew it would eventually extend the system to meet unique needs, so powerful customization tools were important. Sales management had successfully used Salesforce SFA at a prior company and championed its adoption at EthicsPoint.

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