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About
Allied Financial Software, Inc.
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.”
Problems
Faced
“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”.
The Solution
“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.
The Benefits
“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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