Prism Solutions

Prism Solutions was hired by a food company to create a Customer Relationship Management (CRM) system that would streamline operations and improve customer communication. The team of 6-10 employees from Prism Solutions examined the company's current procedures to identify areas for growth and automation. They built a CRM system focusing on customer information, order histories, and communication, which has helped the company manage their connections with customers, suppliers, and distributors more effectively.

A mental healthcare provider engaged Prism Solutions to implement a robust CRM system for managing patient data, enhancing communication, and optimizing processes. With a team of 2-5 employees, Prism Solutions examined the healthcare provider's workflows and patient interactions to identify areas for improvement. They centralized patient records, appointment scheduling, and communication history using a customized CRM system and integrated it with the electronic health records (EHR) system to ensure smooth data transfer and compliance.

Prism Solutions was contracted by a tech company to improve their sales procedures and customer relationship management (CRM) skills. The team from Prism, consisting of 2-5 employees, provided the tech company with a comprehensive Salesforce CRM consulting and system integration solution. They thoroughly analyzed the company's business operations to develop a Salesforce deployment that integrated their sales, marketing, and customer service operations. Key deliverables included the construction of real-time sales analytics dashboards, automation of client engagement workflows, and customization of lead scoring methods, all of which have contributed to increased client engagement and better sales performance.