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Microsoft Uses Workopia for SMB's CRM
[August 09, 2006]

Microsoft Uses Workopia for SMB's CRM

TMCnet Contributing Editor
 

Microsoft (News - Alert) partner Workopia, Inc. wants you to know that it now offers national assistance to small businesses that want to evaluate and implement Customer Relations Management software at an affordable price.

Unlike most Microsoft enterprise partners, and certainly most unlike Microsoft itself, Workopia believes it "talks the language of the small/medium company" when discussing enterprise level software. Workopia trains their clients on necessary operations to any extent desired, but will do hands-on set up for the client to save time and money if that is desired.


According to Frank Lee, president of Workopia, many smaller firms want to manage their customers better, "but don't have the staff and resources to learn about CRM systems." Lee thinks Microsoft CRM 3.0 can be adapted to smaller companies, "so we act as temporary staff to get clients up and running."

The success of Workopia earned Frank Lee an MVP designation (I don't know, "Microsoft Valued Partner," maybe?), one of the few MVPs in the country devoted to the small/medium enterprise. Workopia is a Certified Microsoft Business Solutions Partner and helped launch two of Microsoft's 18 showcase customers for their CRM 3.0 system.

Elsewhere Lee has been quoted as saying it often takes a lot of handholding at the beginning before CRM becomes accepted as a vital part of management objectives in many firms. 

"The managers of these firms are often so busy dealing with daily crises that they don't think about all the customers that are not causing a crisis," Lee has said. 

Microsoft was pleased enough with their efforts to encourage Workopia to expand their services nationally to get other small and medium size companies using CRM 3.0. Aztec Software in Springfield, N.J. was one of the first clients outside of the San Francisco Bay to retain Workopia.

David Sims is a contributing editor for TMCnet. For more articles please visit David Sims' columnist page.


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