Planning Your 2024 Tech Stack As we begin 2024, it’s time to get your marketing tech game in gear! A well-planned tech stack can make all the difference in streamlining operations, improving customer experience, and boosting revenue. However, choosing the...
3 tips to implement in your CRM today! In today’s competitive business landscape, using a CRM effectively is more crucial than ever. A CRM system can keep you organized, help you manage customer relationships, and boost your overall productivity. However, using...
SITUATION This specialty eCommerce store is based in Rhode Island but operates on a national stage. They specialize in offering high-quality pens and refills that contain superior inks. Despite their small size, they compete against nationwide giants like JetPens,...
Is your Salesforce organization meeting all of your business’s expectations? Do you still have time-consuming manual processes? Your company has allocated precious resources to Salesforce, in exchange your org should be a seamless extension of your team’s...
America Steel Trade & IMG Prior to utilizing Salesforce, America Steel Trade relied exclusively on spreadsheets for all their business requirements including keeping track of clients, suppliers, leads, deals, activities, reporting, price calculations, quotes,...
Greenspring Advisors & IMG Greenspring Advisors is a financial consulting firm that specializes in holistic, progressive and unbiased investment advisory services. They were looking to reopen their Grant Application program, but wanted a fully-integrated system...
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