iTools Employment Change Management

Better than we could have imagined

We had a real problem keeing information about people changing jobs up to date in SF. It led to duplicates, bad information, and sales people and our marketing team being frustrated. When we found this we figured it would be good. It was that and more. Not only has it solved our data problem, but the improvements have direcetly led to more opportunities for sales, incresed effectivness of our marketing campains, and management is thrilled with the results. And the support is as great as the toolset. We love iTools Employment Change Management!

Wish we had this tool years ago

We have lost so much valuable relationship data over the years because we did not have a tool like this. I also like the fact that we don’t have to keep trying to find a process for updating our contact’s associated accounts that users can remember and will follow. With iTools we now tell them to just update your contacts like you do in Outlook and the system will make sure nothing gets lost or shows up on the wrong account – now that they understand. These guys have clearly thought through the details. They even let us configure the subject line of the email notices so we can tune the system to work just like we want. They let you disable specific features if you don’t want them but we use them all. This whole collection of tools was a great enhancement to our SF system.

iTools Has Tremendously Improved Our Data Quality

Because people in our industry frequently move between companies, it is imperative that we track their employment history over time. Equally as important is that the information and activities captured for an individual remain with the right company – and don't suddenly start appearing under the context of another account when their employment info is updated. Before we got iTools, this happened all the time and our system was a mess. It impacted everyone, especially our sales and support teams who were quickly losing confidence in Salesforce. Now with iTools, we have our confidence back and can capitalize on the relationships we have built over the years to generate new opportunities in new places.

Works like magic

We deal with an industry where there is a lot of personnel movement between companies. The employment history helps us identify opportunities, head off trouble and keep the customer happy. This tool works like magic. We don't have to do anything special other than update the contact and the history is saved. We love it.

My Contact Management Challenges are Over

This app insures that our contact information is accurate and the account history stays with the account. The team at InSitu comes up with easy-to-use tools that anticipate my every need.

Big Help to Marketing

We love being able to easily see where contacts have gone and use that data in our marketing efforts. Happy customers who change jobs are the BEST leads and with this tool we never lose track of them. Their tech support is awesome! Highly recommend you check this out.

Helps eliminate the surprises

Keeping up with employment changes is so critical to our sales people – especially when it impacts their accounts or deals. It's also great that with this tool, past activities are not lost or showing up on the wrong account. Best of all, my folks don’t have to change the way they use the system – they love that!