Vitex Gains More Control and CRM Capabilities with Atlantic Software Alliance’s Implementation of Sage CRM SalesLogix

The ability to manage relationships is crucial to Vitex, a professional services firm dedicated to assisting presidents, CEOs and senior executives in the banking industry to achieve their strategic business objectives.  In an industry as unique as Vitex’s, the need for a robust and easy-to-maintain Customer Relationship Management (CRM) solution is vital.  More specifically, the company requires a CRM solution that is reliable and flexible – one that responds to the company’s need to modify and customize the system as business needs change.  In addition, Vitex consultants and sales associates need remote access to the CRM system. 

Several years ago, Vitex first began to recognize the need for a new CRM solution.  As business began to grow, the company outgrew its old CRM system, ACT!.  Since the  database housed over 12,000 financial institutions – often with three or four contacts per institution – a larger database had become requisite. 

In an attempt to meet this need, the company chose Siebel Systems.  Although this software met the database needs, the company had to outsource the development of custom modifications, which were essential in Vitex’s business.  These enhancements were often simple modifications such as moving fields on the screen or creating custom views.  No matter how small the change, however, each one cost Vitex several hundred dollars.   In addition, the company was outsourcing approximately $4,000 per month in maintenance fees for the Siebel system.  Consequently, Siebel Systems did not allow integration with Vitex’s e-mail client, which was also a vital function for the consulting business.

After several years of costly outsourcing, Vitex determined that bringing the customizations in-house would end the cycle of exorbitant monthly fees.   Therefore, the company began shopping for another CRM solution and chose Sage CRM SalesLogix and local Sage Software business partner, Atlantic Software Alliance.  Sage CRM SalesLogix’s contact management, sales, and opportunity tracking capabilities instantly appealed to Vitex.  In addition, the system’s ease-of-use and modification capacities met the company’s unique business needs.  “Customizations are things we have to do,” said Randy Roth, CEO of Vitex.  “It’s the nature of our business.  There simply isn’t an existing off-the-shelf software to help us as consultants to banks.” 

Local business partner Atlantic Software Alliance was the obvious choice for Vitex because of the variety of services that the company offers its customers.  In particular, Vitex was impressed with Atlantic Software Alliance’s ability to not only install and implement the CRM solution, but also to provide on-going maintenance and support for the business.  After Atlantic Software Alliance’s implementation and a seamless transition to Sage CRM SalesLogix, the benefits of the new system and the its new business partner were apparent.

Vitex was immediately impressed with Sage CRM SalesLogix.  “It is extremely easy to modify,” said Roth.  “And Atlantic Software Alliance’s development of the custom integration with our e-mail system works like a charm.”

In addition to the enhanced system and the ability to make customizations in-house, they were also satisfied that they were still paying less than their previous annual maintenance fees, even after the purchase of the software and the costs associated with its implementation. 

In the future, Vitex will give their clients the option to access their Sage CRM SalesLogix system through a web-based application.  “This enhancement will allow our clients access to the information they need,” said Roth.  “And it allows us to lower our costs, while providing the support they expect.”

Sage CRM SalesLogix and Atlantic Software Alliance have been a favorable solution for Vitex’s unique business needs.  “We didn’t want five or six different systems – we wanted to do everything on one platform;” said Roth.  With Sage CRM SalesLogix and Atlantic Software Alliance, we are able to have the standard functionality and the custom functionality all in one tool.” 

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