Case Study: OKI Printing Solutions and IntelliGlobe CRM

Customers

OKI improves customer service with IntelliGlobe CRM and document automation powered by SWING Integrator

Customer

OKI Printing Solutions is a market leader in the global color printer market, with representation in 120 countries worldwide.

Partner

IntelliGlobe is a Danish CRM Application specialist with 8 years of CRM experience. IntelliGlobe offers complete implementation services, including on-site training, support, and software customization services.

Challenge

“We wanted to develop a suitable, common CRM solution for four initially independent country organizations: Denmark, Norway, Sweden and Finland,” said Per Olav Rustad, Regional IS Manager at OKI Systems. “The four sites are more and more operating as one entity. The capability for integrating MS Office documents as part of OKI communication was one of the major requirements.”

Solution

For OKI the alternatives were: SAP CRM solution (offered through the head office and linked to the central ERP system) and IntelliGlobe CRM or SuperOffice CRM, which were already used by one of the operations.

OKI chose IntelliGlobe CRM, based on a total cost/benefit analysis. The most important factors were: ease of installation, contact/support from actual vendor, design flexibility, rapid transition from OKI’s old systems, the familiar Lotus Notes environment, and an advanced MS Office integration.

SWING Integrator is a standard plug-in in IntelliGlobe CRM. It enables the handling of Office documents and reports with company standard templates, mail merge and the ability to convert to PDF. As a result, OKI can now ensure consistency and accuracy across all business documents.

Results

With the flexibility built in IntelliGlobe CRM, OKI is able to use the same application template in all 4 operations and at the same time still have its own country specific CRM solutions. Having to maintain only one software application across all 4 sites allows OKI to anticipate cost savings on future upgrades and maintenance.

By using IntelliGlobe CRM with SWING Integrator, OKI ensures that the process of creating sales letters and mass mailing to be easy for their users. At the same time, OKI ensures that all written correspondence with its customers follows the company guidelines. OKI also appreciates reduced time and effort accrued from maintaining their standard templates.

“We have chosen to integrate SWING Integrator in IntelliGlobe CRM because it is the best Notes and MS Office integration product in the market,” said Alon Ekelund, Managing Director of IntelliGlobe. “It is flexible and very easy to integrate in our application. Combined with a very good documentation and support from SWING Software, SWING Integrator has become an integrated and important part of IntelliGlobe CRM. Using SWING Integrator as a part of our application has also reduced implementation time for our customers. Setting up customer specific letter templates or various reports using MS Excel is very easy and fast. The responses we get from our customers are very positive and they are often astonished by the functionality and the ease of use.”

  • Key Facts

    Customer: OKI Printing Solutions
    Partner: IntelliGlobe
    Product: SWING Integrator
    Solution: CRM; Office Integration; Document Automation

  • Customer Testimonials

         Setting up customer specific letter templates or various reports using MS Excel is very easy and fast. The responses we get from our customers are very positive and they are often astonished by the functionality and the ease of use.

    Alon Ekelund
    Managing Director, IntelliGlobe