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 An art handling and freight company wants to implement Dynamics CRM & Field Service Client uses three distinct types of transportation services including a “shuttle” approach with several pick ups and drop offs The client engaged Altruas to go about setting up a way to group Work Orders for a “shuttle” and optimize the route of the shuttle given the … 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
Situation The client sought to replace one of their two primary Customer Relationship Management (CRM) Systems The system being replaced, at 10 years old, had reached its end of life and it was not meeting the needs of a growing business Having been in business for almost 90 years, the client had irreplaceable historical data … Read more
Situation The company has been on a steady growth path introducing new sports camps and events and needed a tool to manage event registration and marketing The company’s main marketing and registration mechanism is their website, they needed a solution that would allow them to manage internal operations while integrating with their websites for event … Read more
