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Maximizer Case Studies

Introstat

Boosting efficiency with Maximizer’s configurable CRM.

Founded in 1989, Introstat has become a leading managed IT solutions provider in South Africa. With over 40,000 customers and a competitive sales force, the company operates from offices and distribution centers in Johannesburg (head office), Cape Town, and Durban. Employing 150 staff, including over 80 Maximizer users, Introstat leverages Maximizer CRM to drive customer engagement across a range of services, from consumables to turnkey solutions.

Nicola Warburton, Special Projects Consultant, has been a key part of Introstat’s CRM evolution, leading the recent transition to Maximizer’s cloud platform. Camsoft Solutions, a Maximizer Partner based in Cape Town, was instrumental in this upgrade, supporting the company’s need for a modernized, cohesive CRM solution.

“Introstat was using an old version of Maximizer, and over the years, we needed more and more from our CRM. We looked at other options but chose to stay with Maximizer and upgrade to the newest version. I’m glad we did.”

Nicola Warburton Special Projects Consultant Introstat

Challenges

As Introstat expanded its reach, so did the complexity of managing customer data and collaboration across three separate locations. Each office maintained its own independent Maximizer database, creating “dirty” data and making it difficult for teams to collaborate on national accounts or gain a comprehensive view of company-wide sales performance.

The need for quick, accurate quoting also posed a challenge. With 11 primary suppliers, sales teams frequently had to reach out manually for stock levels and pricing details, which slowed down the quoting process and impacted customer response times. Additionally, Introstat’s on-premise CRM version was increasingly unable to support their fast-paced business, prompting a search for a more scalable, cloud-based solution.

Solutions

In evaluating CRM options, Introstat ultimately decided to stay with Maximizer for two critical reasons: the long-standing support of their local partner, Camsoft Solutions, and Maximizer’s exceptional customizability. Working closely with Camsoft, Introstat transitioned to Maximizer’s cloud version, creating a centralized, unified CRM that met their unique operational requirements without disrupting established workflows.

Camsoft customized Introstat’s Maximizer system to streamline quoting, creating a specialized module that allows sales teams to access live data on stock and pricing from key suppliers within Maximizer. Sales reps can now apply markups and generate quotes on the spot, reducing quote preparation time by over half. Camsoft also worked with Introstat to standardize their data, merging the three separate databases and ensuring consistency across all client interactions.

With the cloud-based CRM, Introstat’s team can access and update data from any location, enhancing their ability to collaborate and respond quickly to customer needs.

Benefits

Efficient Collaboration

Maximizer’s centralized CRM enhances team collaboration, providing a unified view of customer interactions and simplifying information sharing.

Quick Quoting

Camsoft’s quotation module integration with Maximizer enables fast, accurate quotes, reducing response times and boosting sales efficiency.

Insightful Reporting

Maximizer’s reporting tools provide Introstat with a clear picture of sales and financial data, helping management make data-driven decisions.

Performance Tracking

The Activity Tracker allows Introstat to monitor sales activities effectively, aiding in meeting performance goals.

Time Optimization

Maximizer streamlines quoting and activity tracking, freeing up time for the sales team to pursue new business opportunities.

Scalable Solution

As a cloud-based CRM, Maximizer supports Introstat’s scalability and remote work needs, enabling the company to operate with agility across multiple locations.

Business partner

Camsoft Solutions

Camsoft is a leader in CRM solutions, creating customized modules that enhance business workflows. By integrating advanced features like quoting tools within Maximizer, Camsoft enables efficient operations and increased productivity. Their dedication to tailored CRM solutions helps organizations, like Introstat, optimize processes and achieve new growth milestones.

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