bisTrack releases built-in Advanced CRM features

bisTrack releases built-in Advanced CRM features

Author: C. Randle
Date: Jul 13 2010

Progressive Solutions Inc. (PSI), of Richmond, BC, Canada, recently released bisTrack V3 which offers a comprehensive set of Advanced CRM (Customer Relationship Management) capabilities.

“CRM will have a huge impact on a dealers success in upcoming years”, says John Matterson, Progressive Solutions’ VP bisTrack. “It’s going to be the dealers who manage to pick up market share using CRM and other techniques who’ll be able to leverage higher market share into exponential growth as the market rebounds.”

bisTrack and its Advanced CRM features help pro-dealers identify new potential, market to targeted customer segments, promote new product lines, and nurture and track prospective opportunities. bisTrack Advanced CRM has four main functions:

  1. Marketing Campaigns. Campaigns are created grouping together similar prospects to deliver promotions and automated followup. Prospects and customers can be selected for a campaign by mining your bisTrack data to create campaigns by: geography, customer type, product interest, etc. Track the results of that campaign into sales opportunities and quotes.
  2. Sales Opportunities. Opportunities define a specific construction project. bisTrack Advanced CRM tracks your estimated probability of success and stage in the sales cycle so that the sales forecasts can be properly managed. It also coordinates all the quotations, communications, document storage, and conversion to orders for that project.
  3. Record of Customer Communication. With Advanced CRM, bisTrack’s Notepad keeps track of all emails, notes and documents related to your communication with a customer. Whether via a campaign or an opportunity, all correspondence can be stored in the bisTrack Notepad, which allows multiple people to handle the relationship with your customers in an efficient fashion.
  4. Calendar and Reminders. Daily, weekly and monthly calendar views display followup reminders and appointments. Use the bisTrack Calendar to schedule your own work, and as managers you can view and create calendar appointments for your employees.
Used in conjunction with bisTrack Outlook Integration, sales and marketing people will have synchronized contacts, reminders and appointments in both bisTrack and Outlook environments.

“Everything a sales or marketing person needs is at their fingertips wherever they are: product info and pricing, customer histories, copies of emails, calendars and schedules. It’s all Microsoft-based, so it’s all integrated,” says Matterson. “bisTrack CRM users will be more efficient and more successful at finding and nurturing prospects, tracking them through the sales cycle, and ultimately closing sales.”



  • "We know these are the kind of people we want to partner with long-term, with the vision and values that are critical to a mutually successful relationship."

    David Jones
    President of Brookside Lumber

  • "We were up 5 points of margin within ten months using bisTrack™ pricing management and margin review. The payback happened in just months."

    Brian King
    President of Construction Supply

  • "Since our conversion to bisTrack we have seen big pluses with purchasing and costing accuracy which have definitely contributed to the bottom line."

    Brad White
    President of White's Lumber

  • "We’ve fixed problems, eliminated data re-entry and repurposed valuable employees. bisTrack helped us be more productive with fewer people."

    Candy Loweke
    Process Analyst, Raymond Building Supply

  • "With bisTrack we have cut our costs while increasing the speed and quality of service to our customers."

    John Steinman
    VP of Purchasing and IT Services, Forge Lumber

  • "We used to go blind on what our costs were. Now we can audit every single job in millwork, see what our waste is and know what things are really costing us."

    Lan McIlvain
    Alan McIlvain Company

  • "We were looking for software we could grow with. lumberTrack and Great Plains are going to give us the ability to dig down and get the reporting data we need to make our decisions. They have streamlined our workflow and the general ledger."

    Sherry Sabbatini
    Deer Park Lumber

  • "I think highly of the people at Progressive Solutions. They have a professional approach, they understand the lumber business, and they meet their commitments."

    Joe Kusar
    Vice President & General Manager of Tolleson Lumber Co

  • "lumberTrack’s™ business logic is rock solid. It’s a very configurable system and Progressive Solutions, as a business partner has been awesome."

    Mike Beye
    Chief Value Officer of Vaagen Bros. Lumber Co