Allied Financial Software, Inc. (formerly Allied Financial Services) has been providing software solutions to the financial services industry. The company goal is to help investment professional's find the right kind of software for the way they do business.
Allied Financial Software, Inc. has established partnerships with some of the best financial services software companies so as to deliver the most appropriate products and services.
Contact management is critical in their business. T. Scott Abboud, President/CEO of Allied Financial Software, Inc. says "We use ACT! as our contact and customer management software program to keep track of existing customers, prospects, vendors, suppliers, consultants and resellers. Without ACT!, we would not be able to follow up on leads, verify customer data and track account history which is critical to our day to day operations."
With Address Grabber, we have reduced the time of data input to seconds instead of minutes per correspondence or sale. Since we started using AddressGrabber, our sales cycle has gotten a lot faster and so has our customer support process.
T. Scott Abboud
CEO, Allied Financial Software, Inc.
"We receive leads, sales and customer inquiries from our website via email. We always had to copy and paste all of the information from various fields into the respective fields of our database system. This was extremely time consuming and was totally inefficient. Productivity was getting hit badly. Our sales as well as customer follow up process was getting delayed. We knew that if this was to continue, the consequence was going to be really bad" quotes Scott. "It is a fast world and we knew it was high time we found a solution to get over manual data entry hassles".
"Since we are ACT! Certified Consultants and long time ACT! users, we learned about eGrabber and its products through the ACT! network such as the Addon Catalog and website. It did not take us much time before we decided to try AddressGrabber from eGrabber"
"When first evaluating Address Grabber, we were extremely impressed with its accuracy in inputting the data into ACT!. As a result, our web developer created our web order forms specifically to accommodate ACT! and AddressGrabber. The rest has been a relatively smooth ride"
"AdderssGrabber was so incredibly inexpensive for the amount of time it saved we purchased it without thinking" says Scott.
"With Address Grabber, we have reduced the time of data input to seconds instead of minutes per correspondence or sale. Since we started using AddressGrabber, our sales cycle has gotten a lot faster and so has our customer support process."
"On average we save 2-3 minutes in data input time per web lead and or web order. On a busy day, this means the difference between better service to our customers or getting bogged down in data entry". And that means a lot to Scott and his company!
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