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Harmonizing Sales and Service
For the past two decades, William Harris Lee & Co. (WH Lee) has established a reputation for making some of the finest sounding, most affordable handcrafted violins, violas, and cellos in the United States. Located in Chicago, IL, the company works through direct sales as well as through dealers and music teachers. Between sales, marketing, repair work, and appraisals, WH Lee needed an integrated solution to keep track of its business and customer relationships. WH Lee turned to us, and we brought them a solution using GoldMine Software. On the sales and marketing side of its business, WH Lee needed help managing relationships with schools, teachers, students, and other customers. The company now uses GoldMine to profile its contacts and efficiently track all selling activity. Using GoldMine, we also helped WH Lee integrate its sales processes, including: - Tracking and monitoring instrument trials.
- Quoting repair work and appraisals.
- Forecasting sales.
We incorporated a variety of GoldMine features in WH Lee's solution, including: - Using GoldMine e-mail to centralize customer contact information.
- Automatically integrating Web-based leads into the company's lead follow-up and marketing campaigns.
- Quoting.
- Integrating the company's financial system.
As a result of the project, most of WH Lee's business now runs through GoldMine. This provides the company with vastly improved business processes, information sharing, and relationship management. The efficiency allows them to handle more business without adding employees. Also, better relationship continuity tracking has helped the company gain loyalty from its sales channels, resulting in a more profitable and valuable business.
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