Leading Document Integrity Software Provider Switches to Salesforce.com to Create “CRM anywhere”; Integrates With In-House Built Licensing Server to Ease Management of Licensing Codes

Workshare is the industry-leading provider of document integrity software applications for professionals. It is one of the 15,500 companies of all sizes, industries and geographies that comprised the salesforce.com customer base as of April 30, 2005.

“With offices opening up around the world, and with users in the United States, the United Kingdom, Germany, Hong Kong and Australia, we needed CRM that was accessible anytime, anywhere,” said Jackie Heath, program manager, Workshare. “We also needed a solution that our sales teams would find easy to use. The on-demand availability and functional layout of Salesforce, and the fact that it gives us a 360-degree view of our business, helped us to make the decision to switch; further, these qualities have helped us achieve eager buy-in from our users.”

Workshare has integrated Salesforce with an in-house licensing server, which manages licensing codes for its software products. These authorization codes are stored in Salesforce. Workshare is also using Supportforce and its Web self-service portal to manage customer cases, and to supply metrics on age of cases, case queue routing, and number of cases by product and region.

“Within our first month of using Supportforce, we had more than 400 external customers using the customer Web portal,” said Jackie Heath. “Previously, we had purchased the Siebel self-service portal but it proved too time consuming and costly to roll out.”