Why The Athene Group Chose Fusion CRM
- by Tony Berk
A guest post by Vikas Bhambri, Managing Partner, The Athene Group
This year, The Athene Group (www.theathenegroup.com)
celebrated our tenth anniversary. The
company has accomplished a lot in ten years overcoming a number of hurdles and
challenges to have grown organically to a 150+ person global company with
offices in the US, UK, and India and customers in the US, Canada, and
Europe. Now more than ever with the
current global landscape from an economic and competitive standpoint it was
vital that we make some changes to remain successful for the next ten years. There were two key initiatives that we
discussed internally that would enable us to successfully accomplish this –
collaboration and the concept of “insight to action”.
With our existing Oracle CRM On Demand platform we had
components of this but not the full depth and breadth that we were looking
for. When we started to discuss Fusion
CRM we immediately saw several next generation tools that would embrace these
two objectives. For a consulting and
development organization the collaboration required between business development
and consulting delivery is as important as the collaboration required during
the projects between the project delivery and account management teams. The Activity Streams functionality in Fusion
CRM immediately addressed the communication of key discussion topics and
exchanges around our clients. Of course
when we saw the Oracle Social Network (which is part of our Fusion CRM roadmap)
we were blown away. The combination OSN
and our CRM is going to make us more effective as we discuss and work
cohesively on client engagements – ensuring mutual success for both Athene and
our clients.
When we looked at “insight to action” we saw that we had a
great platform when folks were at their desks, unfortunately a lot of our
business development and consulting folks are on the road. The Fusion Mobile Sales and Fusion Outlook
Desktop provide information to our teams when they are on the go. So that they can provide real-time
information and react to real-time information provided by their peers.
We are in the early stages of our transformative experience
with Fusion CRM but we believe the platform along with our people and processes
are going to help us achieve our goals in the future.
