Case Study: SharePoint dashboard drives 280% increase in use of InterAction

Posted on January 21, 2011 by

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Professional services firm Calvis achieves 100% growth in the use of InterAction CRM after deploying InterAction for Smartphone to all staff: this reaches 282% growth after InterAction Dashboards are deployed.  The use of InterAction, initially a domain of the marketing and business development staff only, was quickly adopted by all members of staff, including partners and senior managers.

The introduction of InterAction for Smartphone increased the use of InterAction for recording activities from close to 0 to 10 activities per month per employee in the first quarter after deployment and to 20 activities per month per employee in the second quarter. This was a very dramatic quarter on quarter growth. At the start of the third quarter the InterAction Dashboard was deployed on employee and management computers and the levels of activity (account and team member) were tracked daily and reviewed in weekly management meetings. The recording of activities in InterAction grew steadily to a peak of 31 per month per employee in the 6th quarter and decreased to 22 in the 8th quarter. The latter consequence of new people joining the firm and their initially more limited numbers of external activities. Over the period observed, the use of InterAction expanded from just the marketing and business development staff to all members of staff, including partners.

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