Despite its crucial importance, many companies struggle to get their sales and marketing teamsto work efficiently and collaboratively together. The common narrative is that marketers work endlessly creating spreadsheets with hundreds of leads for the sales team, only to get frustrated that no one follows up with any of them. On the other hand, the … Read more
Situation A leading benefits and retirement planning agency of over 20 individual local market operating firms had no common repository for client data Due to the organization acquisition model, the organization leadership structure was distributed and often changing The organization had minimal internal IT staff to assist in the deployment of a CRM solution Due … Read more
Despite its crucial importance, many companies struggle to get their sales and marketing teams to work efficiently and collaboratively together. The common narrative is that marketers work endlessly creating spreadsheets with hundreds of leads for the sales team, only to get frustrated that no one follows up with any of them. On the other hand, … Read more
Situation The current auction management system was serving them well, but it was functioning at its maximum capability with little room for improvement The company needed an auction management application that would allow them to automate the entire auction process but provide a quick implementation timeline The real estate auction market was expanding rapidly, and … Read more
Situation The organization’s brand and messaging had eroded over time as and the company was not digitally interfacing with its donors well Their current CRM and web systems were approaching end of life and were not fulfilling the needs of the organization The organization was also going through a major restructuring and the retirement of … Read more
Situation The company has been on a steady growth path introducing a new medical device and treatments to the aesthetic market The company’s current systems were separate, the marketing, the outside sales, inside sales, service and account management teams all used different non-integrated systems We worked with the client to create a SalesForce design that … Read more
Situation A financial planning organization needed to modernize their legacy client engagement platform The legacy system was a custom developed solution that had been enhanced over a 10+ year period The organizations wanted to take advantage of a modern CRM system while maintaining their core value proposition to the military market The CRM project had … Read more
