Zurmo Helps Software Company Provide Solutions to Background Screening Industry

Zurmo Inc., the leader in CRM gamification, released a case study on a recent implementation of Zurmo Pro by TazWorks, a Utah-based technology provider to the background screening industry. Zurmo was selected by TazWorks to run the company’s sales and support business processes.

Challenge:
Prior to selecting Zurmo Pro, TazWorks was using a desktop CRM application that was separate from other parts of the business and did nothing more than capture contact information. The company needed a dynamic tool that could help manage sales, set reminders for future tasks, automate lead handling, chronicle interactions with prospects and clients, and allow for email and calendar integration.

Solution:
Zurmo Pro has helped TazWorks achieve order from chaos. There is finally a system in place to track the various initiatives from sales and support to strategic partners and vendors. Management is now able to measure the effectiveness of email campaigns and monitor the status of deals as they move through the pipeline. Gamification helped drive 100% user adoption and allows visibility into which staff members are most active in the CRM.

“Gamification sounded corny to us at first, but after seeing all of our staff embrace the CRM, particularly our younger staff, we knew Zurmo was on to something,” states Roi Stone, VP Business Development. “It has me wondering if gamification is something we should be incorporating in other parts of our business.”

“I’m a sales guy not a CRM expert, but I was able to set up and configure the system myself. That is not something that could be easily done with other CRM systems. Zurmo’s staff was there every step of the way to assist with questions and offer advice on CRM best practices. Simply put, we are far more efficient having adopted Zurmo,” commented Stone.

About TazWorks
TazWorks is a simple and intuitive enterprise-grade system that offers background screening agencies the following functionality: employment screening, student/intern screening, substance abuse testing, social date screening, tenant screening, business due diligence, volunteer screening, and Form I9 Compliance. Instascreen™ background check software is reliable, secure, and user-friendly so that clients receive accurate data quickly in a format that’s easy to understand. Learn more about TazWorks by visiting http://www.tazworks.com

Leave a Comment