List of Wolters Kluwer Prosoft CRM Customers
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Since 2010, our global team of researchers has been studying Wolters Kluwer Prosoft CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Wolters Kluwer Prosoft CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Wolters Kluwer Prosoft CRM for CRM include: Carvalho E Advogados Associados, a Brazil based Professional Services organisation with 500 employees and revenues of $45.0 million, Gerencial Consultoria, a Brazil based Professional Services organisation with 29 employees and revenues of $4.0 million, Nova Equipe M Consultoria, a Brazil based Professional Services organisation with 20 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Wolters Kluwer Prosoft CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the CRM software purchases.
The Wolters Kluwer Prosoft CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Carvalho E Advogados Associados | Professional Services | 500 | $45M | Brazil | Wolters Kluwer | Wolters Kluwer Prosoft CRM | CRM | 2013 | n/a |
In 2013, Carvalho E Advogados Associados implemented Wolters Kluwer Prosoft CRM as its CRM. The deployment targeted firm-wide client relationship and matter lifecycle management and aligned IT support responsibilities for delivery systems, applications, networks and telecommunications.
Wolters Kluwer Prosoft CRM was configured to support contact and matter tracking, client communications workflows, and service ticketing integration consistent with CRM functional patterns for professional services firms. Configuration work included role-based access, client record taxonomy, and workflow automation to route matters and support requests to delivery teams.
Operational coverage explicitly included user support for email setup, printer installation, and desktop configuration spanning Microsoft Windows 98 through Windows 8.1 and Office XP through Office 365, and day-to-day support for hardware and software resources. The implementation also operated alongside and provided support integration with the TsCobra ERP environment, enabling coordination between CRM-driven client data and back-office ERP processes.
Governance and operational processes emphasized centralized application support and a helpdesk model to manage deployments and ongoing configuration changes, with clear responsibilities for IT support of telecommunications and networks. Rollout activity focused on configuring end-user environments and embedding Prosoft CRM into existing delivery workflows to ensure continuity of client-facing operations.
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Gerencial Consultoria | Professional Services | 29 | $4M | Brazil | Wolters Kluwer | Wolters Kluwer Prosoft CRM | CRM | 2017 | n/a |
In 2017 Gerencial Consultoria implemented Wolters Kluwer Prosoft CRM in a CRM deployment to accelerate service responsiveness and improve internal collaboration across its accounting practice. The professional services firm, operating with 29 employees and serving more than 300 clients, prioritized agility in client service, secure data archiving and time optimization when expanding its use of Prosoft software after Wolters Kluwer acquired Prosoft in 2013.
The Wolters Kluwer Prosoft CRM deployment emphasized client record unification, service workflow automation, document management and secure archival and backup processes, reflecting common CRM functional patterns for contact management, case tracking and productivity optimization. Configuration work focused on aligning client lifecycle and customer service workflows with accounting routines to reduce redundant manual steps and centralize client-facing information.
Operational coverage centered on accounting and client service teams with integrated information flows across internal departments to support client onboarding, ongoing service delivery and archival of client documents. The implementation included secure backup practices to support data retention requirements and to minimize time spent by staff on routine data retrieval.
Implementation governance was supported locally by Plan A, the Wolters Kluwer business partner in Rio Grande do Sul, which provided implementation and post go live support and helped standardize service processes and backup policies. Process adjustments established centralized client records and standardized handoffs between advisory and accounting functions, enabling clearer accountability for client service tasks.
The Prosoft relationship is long standing, exceeding 15 years between Gerencial Consultoria and Prosoft, and the implemented Wolters Kluwer Prosoft CRM is credited with a reported 20% increase in productivity and sustained firm growth of about 15% per year as a result of improved collaboration and time optimization.
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Nova Equipe M Consultoria | Professional Services | 20 | $3M | Brazil | Wolters Kluwer | Wolters Kluwer Prosoft CRM | CRM | 2017 | n/a |
In 2017, Nova Equipe M Consultoria implemented Wolters Kluwer Prosoft CRM. The deployment targeted CRM use cases across tax services, accounting and the Personnel Department, reflecting a partnership with Prosoft that follows Wolters Kluwer's 2013 acquisition of the Prosoft Tax and Accounting Business Unit in Brazil.
The Wolters Kluwer Prosoft CRM implementation emphasized client and engagement management, case and service management for tax and accounting workflows, scheduling and task automation to reduce manual handoffs, and standardized document templates and forms to mitigate errors. Configuration prioritized lightweight, role based workflows appropriate for a 20 person professional services firm, enabling process consistency across client intake, engagement tracking and personnel related service tickets.
Operational scope covered front office client advisors and back office accounting and personnel functions, with governance instituted through role permissions, workflow rules and standardized procedures to reduce rework. Objectives explicitly included optimizing time and mitigating errors to improve profitability through fewer corrections and rework, with system use centered on improving productivity in tax services, accounting and Personnel Department operations.
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