CRM Customer wins | Real Customer Results Across Industries 2026

VipeCloud CRM helped The Franchising Company improve their sales processes. The case study highlights the benefits of using VipeCloud's CRM... platform. It focuses on streamlining sales and marketing efforts.
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4Degrees helped Alcorn Partners automate manual tasks and replace Excel with a single CRM system. The team used to spend... a lot of time entering and sorting data in spreadsheets. With 4Degrees, they now track contacts and deals in one place and sync email interactions automatically. This change saved them hundreds of hours. The team can now focus on building relationships and finding new investments.
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Maximizer CRM helped Automated Aquatics move from manual processes to a cloud-based system. The company needed a scalable way to... manage growing customer data and service schedules. Maximizer centralized all customer information, service histories, and work orders. The team now uses mobile access to update records on the go. Automation reduced response times and improved efficiency. Enhanced data security and quick implementation boosted customer satisfaction.
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Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more... professional for customers. My Mortgage used Floify to streamline document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.
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Insource Ltd, a healthcare software company, needed a new CRM system as their existing one was not suitable for their growing business. They chose Gold-Vision... CRM to unify lead generation, sales, and project delivery processes. The solution provided a complete view of the customer journey, project tracking, and Microsoft Suite integration. As a result, Insource streamlined processes, improved sales automation, and enhanced project management. They also benefited from webform integration for capturing leads.
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Market Leader Pro helps Nick Libert at EXIT Strategy Realty manage a 225 agent brokerage. The platform delivers exclusive real... estate leads and automates lead nurturing. Nick uses the CRM and marketing automation tools to engage and convert leads. The solution supports consistent business growth for large real estate teams. Market Leader powers lead generation and relationship management for real estate professionals.
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PureAgent Testimonials Integration helped Century 21 Select Group centralize all agent testimonials. The system syncs reviews from platforms like Zillow... and Google directly to their websites. Staff can moderate, tag, and publish testimonials easily. This builds trust with clients and supports agent recruitment. The process is now streamlined and compliant, making testimonial management fast and effective.
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VisionFlow helped HSB Brf Viggbygärdet bring all issues and projects into one shared workspace. The team moved from scattered lists... and emails to a clear, user-friendly platform. VisionFlow's flexibility let them customize workflows and views for daily tasks and big projects. The system improved team overview, responsibility, and process safety. Fast customer support and easy adjustments made VisionFlow a long-term solution for their property management needs.
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Drupal and Acquia helped Mars cut development time by 50% and maintenance costs by 40%. Mars needed a flexible digital... platform for over 180 countries. EPAM built a starter kit with shared components for brand sites. Acquia provided scalable infrastructure and easy content management. Mars now launches brand and campaign sites faster and keeps digital experiences consistent.
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NinjaOnboarding by 500apps helped KPSYNCLAB improve task and project monitoring. The platform brought all apps together in one place. This... made it easy for the team to use them at once. The CEO praised the solution for boosting productivity. The experience was positive and efficient for the company.
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SweepBright helped 1894, a real estate services company, connect 100% of their tools and centralize all information. 110 employees now... use the platform. After three months, 1894 cut administrative management time in half. Teams reported 100% positive feedback on ease of use and simplicity. SweepBright's CRM improved efficiency and streamlined communication for 1894.
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vtenext helped Banco di Napoli foundation digitize all contribution application processes. The foundation moved from paper-based workflows to a cloud... CRM with a dedicated web portal. This enabled remote work, automatic data checks, and digital archiving. The new system improved transparency, efficiency, and reporting. The project went live in just one month, even during remote work.
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Simplicate helped Bluehub, a consultancybureau, solve problems with project oversight and low productivity. Before Simplicate, Bluehub used many Excel sheets... and missed key KPIs. With Simplicate, Bluehub gained one complete solution for planning, time tracking, and invoicing. Bluehub saw a 20% increase in billability and improved revenue. The team now works faster, plans 3-6 months ahead, and enjoys higher employee satisfaction.
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Wavity help desk improved V Bazaar's communication and transparency across 16 departments and 90 stores. The centralized ticketing system enabled... real-time responses and eliminated missed sales opportunities for over 100,000 SKUs. V Bazaar replaced inefficient email and phone processes, boosting employee morale and sales. The platform's low-code features allowed quick onboarding and customization for IT, sales, and inventory management. V Bazaar now manages data and operations more efficiently, leading to better customer satisfaction and smoother retail operations.
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Mekari helped Akseleran double its operational efficiency. The company used Mekari's business management software. This improved their workflow and made... processes faster. Akseleran saw clear results in daily operations. Mekari's solution supported their growth in the financial services sector.
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Copper CRM helped On Your Feet get started quickly because it worked with Gmail. The team used integrations right away.... There was almost no setup time. Copper made it easy for them to organize contacts and manage relationships. The customer said they were sold on Copper because of its ease of use and fast setup.
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TeamGram CRM helped Metraj Tente create sales quotes faster and with fewer errors. The company now manages its entire sales... process using TeamGram. The CRM system improved efficiency and reduced mistakes in quoting. TeamGram supports sales management and process automation. The platform is easy to use and helps teams work better together.
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Method CRM helped More Prepared, a small business founded by two moms, manage rapid growth in emergency preparedness kits. The company expanded... from serving local schools to supplying kits across 50 states and Canada. Method CRM gave them tools to scale, improve customer management, and support new business. The team credits Method CRM for helping them reach the next level in customer service and operations.
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Altvia helps Growth Catalyst Partners, a private equity firm, manage fundraising and stakeholder communications. The firm uses Altvia's CRM and... ShareSecure LP portal to track conversations, store fund data, and streamline pipeline management. Altvia's secure platform replaced inefficient email processes and improved access to key information. The team can now prepare for meetings faster and collaborate more effectively. This technology supports GCP's ongoing fundraising and investment activities.
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Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based... collaboration and manage content. The solution makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.
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Xfactor. io’s Value Solution helped Accruent improve sales conversations and show clear ROI to customers. Accruent replaced manual spreadsheets with...Xfactor.io, making value communication consistent and credible. Sales teams closed new logo deals 23% faster and increased average selling price by 33%. Cross-sell win rates rose by 65%. Accruent saw better customer engagement and more bookings after using Xfactor.io.
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Udemy used Fullcast to cut go-to-market planning time from months to weeks. The platform helped Udemy streamline sales territory planning... and improve efficiency. Fullcast's AI-powered sales performance management enabled faster updates and reduced manual work. Udemy now manages GTM operations with less effort and more speed.
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Workbooks CRM helped LLW Repository LTD improve customer team processes. The company launched the CRM in March 2020, just as... the COVID-19 pandemic began. In phase two, they moved all logistical information from paper to CRM. This led to better efficiency and improved business processes. LLW Repository LTD is now planning further CRM phases with Workbooks.
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InStreamCRM helps Planners Polska Sp. z o.o manage client relationships and communication. The team uses the CRM to monitor communication... and respond quickly to client needs. InStreamCRM supports key processes like client acquisition, project delivery, and daily communication. Features like email integration, calendar, and process management help the team build strong business relationships. The system adapts fully to their needs and supports their event services business.
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American Security Programs used Soffront to improve their business. They saved weeks of man hours with automated processes. They increased... sales productivity and contact frequency. Their sales capacity grew, leading to a 77% growth rate. They were recognized as a fast-growing company.
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WeMine Intelligence helped Cosmoprof Asia manage visitor communication during a typhoon. The team used template messages in WeChat to send... real-time updates to thousands of Mainland China visitors. An AI-powered chatbot answered over 10 inquiries per minute, giving 24/7 support. Staff focused on logistics while the system handled questions. Messaging costs dropped to 1/6 of traditional SMS. Data insights from the AI helped plan for future events.
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FranConnect helped Teriyaki Madness improve training and compliance across all franchise locations. The platform integrated with World Manager to streamline... processes and boost training completion rates. Centralized data management enabled data-driven decisions and clear ROI. Single sign-on and a unified product menu increased engagement and role-specific learning. FranConnect's scalable solution supports operational excellence and brand consistency as Teriyaki Madness grows.
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The Delaware Tourism Office needed to update its outdated website. They wanted a fresh design, better user experience, and improved... digital accessibility. They used Simpleview's CRM and CMS, along with AudioEye's accessibility platform. The new website led to a 45% increase in travel guide requests, a 37% rise in event page views, and a 256% increase in attraction page views.
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iKargo is a technology company that connects shippers and transporters. They needed a technology partner to automate their e-commerce business.... With a limited budget, they sought a one-stop solution provider. After evaluating options, they chose Second CRM. Second CRM implemented the solution in six weeks. iKargo was impressed with the speed and flexibility of the solution, allowing future scalability.
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SutiSign helped Coeur Alaska meet external audit requirements. Their old PDF-based signature solution was not enough for compliance. SutiSign provided... a robust system. The implementation was fast and seamless. No IT support was needed.
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Speck Design needed a better way to manage sales contacts and track progress with decision makers. Their sales team worked... with clients from startups to Fortune 500 companies, making the process complex. They switched to a cloud-based CRM to organize customer data and improve sales efficiency. The CRM helped them identify key contacts and streamline communication. This change made their sales process faster and more effective.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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Blackbaud's suite of education management solutions helped Berwick Academy automate processes and improve efficiency. The school moved to a connected,... cloud-based system, making it easier for tech-savvy families to access resources. Parents now enjoy a seamless experience for grades, billing, and contracts. The platform improved communication and information sharing. Berwick Academy values its influence on product development with Blackbaud.
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e-automate helped Bryan S Ryan manage their office technology business. The solution improved profitability and efficiency. Bryan S Ryan used... e-automate to streamline business operations. The software provided an all-in-one management system. This made daily tasks easier for the team. The company saw better results from using e-automate.
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Eloquant's centre de contacts solution helps Mutuelle Nationale Territoriale (Groupe VyV) manage customer interactions. The platform supports voice channels and... centralizes IT requests. It uses chatbots and selfcare tools to automate support. Real-time dashboards and reporting improve IT service management. The solution integrates with existing business tools for better efficiency.
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Tall Emu CRM helped BluSky Products Group manage their B2B sales and customer data. The CRM system supports order management,... inventory, and customer service. BluSky Products Group used Tall Emu CRM to streamline their business processes. The solution offers integration with Australian data storage and support. The case highlights improved efficiency for B2B operations.
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FC Bayern faced challenges with time-consuming and manual HR processes. They used SAP SuccessFactors HCM to transition their HR processes... to the cloud, optimizing functions like employee self-services and recruiting. This allowed employees to access data securely and streamline tasks. Additionally, SAP Sports One helped in managing player health and performance. The introduction of SAP Customer Checkout improved the fan experience at Allianz Arena by enabling mobile orders. FC Bayern also consolidated fan data from 52 systems to enhance marketing campaigns.
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Teleperformance used AquaOrange Software's hardware rental services in Thailand. They rented computers, notebooks, MacBooks, iPads, monitors, and IT equipment for... events. The solution helped them manage IT needs flexibly. The service included monthly and yearly rental options. This made it easy for Teleperformance to scale their hardware as needed.
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Odoo ERP helped SA Equip fix problems with separate systems and manual work. The company had trouble with data silos,... slow processes, and tracking safety rules. Target Integration set up Odoo ERP to bring sales, inventory, manufacturing, accounting, rentals, and HR into one place. Now, SA Equip can see real-time data, manage stock better, and handle more business as they grow. The new system makes work faster and helps them follow safety rules in tough industries.
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SyncMatters helped TSL Marketing solve data silos in ConnectWise by building a custom integration with HubSpot. The new solution, Integrates.io,... enabled TSL to serve over 25 clients and achieve a 60% conversion rate. TSL gained recurring revenue and improved client retention. The integration also brought recognition from ConnectWise and streamlined onboarding for new customers.
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Ultimate Podio Email Integration lets all email go into Podio. Users can share emails with the team. Every email is... tracked and linked to the right item and contact. Emails are easy to filter and search in Podio. GameChangers uses this setup to help their clients manage email better.
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Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced the... dialler with a Lunar CRM for Contact Centres using click to dial technology. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
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Click & Pledge helped Midcoast Senior College make online registration easy for seniors. The college uses the registration package and... event management tools. Staff say Click & Pledge saves them a lot of time. Most members now use online registration, even though all are 55 or older. The donation features in CONNECT are also helpful. Support from Click & Pledge is always available when needed.
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MoxiWorks helped CENTURY 21 Beggins Enterprises boost agent productivity and growth. The brokerage used RISE by MoxiWorks to automate social... media, streamline communications, and create branded presentations. Agents using MoxiPresent earned $46,000 more on average. Full use of MoxiWorks' automations led to $43,000 higher agent income. The platform delivered nearly $90,000 in extra production per agent per year.
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ConvergeHub helped Alexa, a CEO, with their business needs. Shampa from ConvergeHub shares the story. The content highlights a personal... experience. It invites others to connect and learn more. No specific results or metrics are mentioned.
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Kapture CX helped Hamilton improve customer support. The platform enabled instant self-serve options and AI agents for both voice and... non-voice channels. Hamilton automated 90% of customer queries and freed up 60% of agent capacity. The solution provided advanced ticketing, analytics, and real-time insights. Hamilton now delivers faster, more accurate support across multiple channels.
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Damco's revenue cycle management optimization helped a large hospital network cut A/R backlog by 15–30%. The solution improved denial resolution... speed by 20–40% and delivered a 5–10× ROI on pilot costs. Damco used existing workflows, added structured processes, and made denial trends easy to track. Teams now resolve claims faster and leadership has better visibility. No new platforms were needed, and billing operations stayed stable.
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Waterfront Properties partnered with Real Estate Webmasters to enhance their online presence. They aimed to create a user-friendly platform for... luxury real estate. The new website features advanced search and seamless navigation. This collaboration improved client service and increased traffic through SEO and PPC campaigns. Waterfront Properties now offers an exceptional digital experience for luxury homebuyers.
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Brivity helped the Christin Kingsbury Group solve technology and staffing problems. Christin replaced two full-time admin employees with one Brivity... VA, cutting costs. She used Brivity’s all-in-one platform to manage marketing, CRM, and client communication. Her sales volume grew from $16 million to $42 million per year. Client satisfaction increased with automated updates and transparent processes.
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Lone Wolf Boost helped Intracoastal Realty grow their social media presence and boost their listings. The tool automated ad campaigns... and made the process seamless. Intracoastal Realty trusted Boost because of their existing relationship. The VP of marketing said using Boost was as easy as expected. The company saw improved exposure for their listings online.
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Coldwell Banker Advantage, a real estate company in Raleigh, NC, faced challenges with their previous back office software, which lacked flexibility in commission plans and had cumbersome reporting. They switched to... Profit Power in 2018, introduced by their sister company. The new system improved their workflow with better user interface, commission options, and reporting features. The implementation process was smooth, and the support team was helpful. As a result, they eliminated manual workarounds, automated report distribution, and improved customer service, allowing more time to support agents and managers.
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LeadSimple helped 1st Choice Property Management improve response times to new leads. Before LeadSimple, the team struggled with slow replies... and repetitive tasks. After using LeadSimple, they responded faster and got more five-star reviews. The software made their process seamless and consistent. Property managers now spend more time on important work, not admin tasks.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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Authentisign by Lone Wolf helped Barbara from Howard Hanna Coach Realtors manage contracts and e-signatures with ease. She used TransactionDesk... to handle every listing and paperwork electronically. This made her work faster and more efficient. She saw a 20% increase in transactions and 30% better efficiency. She saved 10 hours each week. Her clients found the signing process simple and convenient.
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A large real estate organization in India faced challenges with their sales and marketing processes. They used multiple systems, including... SAP, for managing leads, which was inefficient and time-consuming. Paramantra replaced SAP CRM, providing an enterprise-grade solution that automated lead management and reduced paperwork by 95%. This improved sales productivity and data security, allowing the sales team to focus more on selling rather than data entry.
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Radius helped 1Vision Real Estate launch a boutique brokerage in Southern California. The challenge was a lack of backend support... to build a brand-focused business. Radius provided tools, flexibility, and broker support so 1Vision could scale without losing its values. The platform enabled growth from 4 to 49 agents in less than a year. 1Vision built a standout reputation, attracted growth-minded agents, and delivered high-touch service.
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Tenant Turner helped Results Property Management Group solve problems with tenant no-shows and manual leasing. Before, Regina Ingram spent most... of her day waiting for tenants who did not show up. Tenant Turner automated the pre-qualification process and enabled secure, contactless showings. Regina cut her time spent on leasing in half. The ratings feature gave her feedback to help property owners improve their rentals. Regina calls Tenant Turner a game-changer for convenience, security, and time savings.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided built-in compliance and mobility... features. This made it easier for the agency to handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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RentCafe PHA helped Lakeland Housing Authority manage public housing and housing choice vouchers. The platform provided built-in compliance and mobility... features. This made it easier for the agency to handle their operations. The solution improved workflow and efficiency for the housing authority. The case highlights how property management software can support public housing agencies.
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Buildout helped Allen C. Buchanan at Lee & Associates win major real estate listings. He secured a $4,000,000 listing, a... $1,575,000 listing, and sold a $3,000,000 investment using Buildout. The platform made his job easier and more professional. Buildout delivered strong results for commercial real estate deals.
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Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used data, automation,... and integrations to track leads and improve agent performance. With just 7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.
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Zurple helped Oscar Contreras by integrating with his Zillow account. This integration led to an average of 15-20 transactions each... year using Zurple. Oscar used Zurple to generate more real estate leads. The platform supported his business growth and client generation.
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AllClients CRM helps Samson Properties manage leads, customers, and clients. The platform makes contact management simple. It combines marketing and... follow-up in one place. This helps Samson Properties grow their business. The CRM saves time and reduces stress for the team.
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Homesuite used Jungleworks to build a marketplace for corporate housing. The challenge was to make booking monthly furnished housing easy... and transparent for business travelers. Homesuite used AWS, Salesforce, HubSpot, Looker, Stripe, Zendesk, and DocuSign to support their platform. They ran a successful Facebook ad campaign targeting travel nurses, which increased referral traffic. Homesuite offers more affordable and comfortable options than hotels or traditional corporate housing providers.
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Muster's advocacy software helped the Richmond Association of REALTORS® fix their geo-targeting issues. RAR needed to match members with the... right legislators for advocacy. Muster's geo-coding feature turned addresses into coordinates for accurate targeting. RAR now mobilizes members for Town Hall meetings and legislative issues. The software improved their political advocacy efforts.
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IXACT Contact helps Heather MacDonald, a Keller-Williams real estate agent in Canada, organize her contacts and manage client relationships. She needed a... CRM tailored for real estate, as generic systems did not meet her needs. IXACT Contact provided features like keep in touch plans, mass emails, and a business directory. The CRM made it easy for her to track notes, correspondence, and business activities. As her business grew from solo agent to team, IXACT Contact helped her stay organized and build better relationships.
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Realvolve helped Pinnacle Realty Group triple their real estate transactions in 2021, reaching over 200 deals. Jason Brown, the owner,... credits Realvolve's workflow automation for this growth. The CRM made lead follow-up and nurturing easier. Jason says he gets more leads and referrals from past clients thanks to Realvolve. He believes the investment in Realvolve pays off many times over.
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Top Producer CRM helped Carle Properties, a family-owned real estate business in Arkansas, organize client data and streamline lead generation. Michael Allen used... to track leads on sticky notes and his phone, making it hard to stay organized. With Top Producer CRM, he built a database, reduced daily lead generation from hours to 20 minutes, and improved follow-up with clients. The system let him track every contact and manage his sales pipeline efficiently. Carle Properties closed 162 deals last year, with one agent maintaining 15-20 listings at a time.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE to 2,500 agents, those who... used it regularly saw a 30% increase in closed transactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE to 2,500 agents, those who... used it regularly saw a 30% increase in closed transactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
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Ascendix Search helped Savills Ireland improve how they use Salesforce data. Before Ascendix, teams worked in silos and used Excel... files, making data sharing hard. With Ascendix Search, they can now search properties on a map and create reports quickly. The tool saves them a lot of time. What used to take four hours now takes just ten minutes.
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Booking Ninjas helped Worldwide properties, a Miami-based real estate brokerage, manage their property listings and event management platform. The company needed... a digital management system to handle many properties and streamline operations. Booking Ninjas provided cloud-based property management features, including listings and unit monitoring. The solution improved property representation and made management easier. The implementation was successful and met the company's needs.
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CiviCRM helped a non-profit human services group in Pittsburgh move from multiple Access databases to an online system. The group needed... staff to update participant info from the field but faced high costs. Using Drupal and CiviCRM, they registered events, managed donations, and sent bulk emails. They built a new database to track program and HR data online. Improved permissions for activities and cases made CiviCRM a better fit for their needs.
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CommunitySuite by Foundant helped Albuquerque Community Foundation improve their processes. They moved from FIMS to CommunitySuite. The foundation benefited from... ongoing training and unlimited customer support. The solution supported both donor management and finances. The organization saw better operations across the board.
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Giveffect helped the Writers Guild Foundation move their in-person events to Zoom during the pandemic. The nonprofit used Giveffect’s Zoom... integration and email marketing tools to manage events and communicate with supporters. Event attendance grew from 4,504 in 2018 to 18,089 in 2021, a 4x increase. The Foundation uses Giveffect’s CRM to group supporters and send targeted messages. They also use reporting tools to track event success. Staff say Giveffect made it easy to manage tickets, donations, and communications.
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Keela helped Backpack Buddies boost online donations during a tough back-to-school campaign. The nonprofit used Keela’s email marketing, donor management,... and reporting tools to send personalized appeals and track donor engagement. With Keela, Backpack Buddies raised over $150,000 and gained 2,000 new subscribers, including 200 monthly donors. The team improved donor relationships and streamlined fundraising efforts, leading to a 10% revenue increase.
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Hope for Tomorrow used storytelling to share Aria's journey from poverty to college. The nonprofit focused on child education. Their... story showed how education can change lives. Sharing Aria's story brought strong support for their cause. Storytelling helped them connect with donors and highlight their impact. This case shows the power of authentic stories in nonprofit fundraising.
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NewOrg's case management software helped a small non-profit organization find an affordable and customized solution. The organization needed a tool... to manage client data and streamline their case management process. NewOrg provided a user-friendly system that improved their workflow. The Executive Director said they are very satisfied with the software. The solution made it easier for the team to manage cases and serve their clients.
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StratusLIVE 365 helped National FFA Foundation replace 14 separate technology platforms with one integrated Microsoft Dynamics 365-based solution. The new platform... improved donor engagement, reporting, and dashboard creation. Staff used Microsoft Office integration and Outlook plugins to streamline daily tasks. In one year, National FFA Foundation saw an 18% increase in total payment revenue and a 33% rise in average gift amount. The platform made donor data easy to access and improved team efficiency.
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Sales Cloud and Findock helped The Ocean Cleanup manage and track all donations in one place. The organization wanted better... insight into donor behavior and campaign results. Cobra implemented Findock on Salesforce, integrated multiple payment platforms, and set up automated thank-you emails. Now, The Ocean Cleanup has a clear overview of donations and can target campaigns more effectively. This helps them build stronger donor relationships and increase their impact.
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Microsoft Advertising helped St John Ambulance use generative AI tools to improve their digital advertising. The charity wanted to cut... production costs, increase creative agility, and keep their brand consistent. With Ads Studio and Copilot, they made high-quality ad assets faster and cheaper. They used AI to create custom images for campaigns, showing products like AEDs in real-life settings. This made their ads more relevant and helped protect their brand identity.
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eWay-CRM helped Castell Project manage rapid growth in their leadership programs for women in hospitality. Before eWay-CRM, Castell used Excel,... which could not handle their expanding contact database. With eWay-CRM, they organized contacts, tracked communications, and managed events more easily. The software's Outlook-like interface made it easy for the team to learn. Castell now filters candidates for events and sends professional emails quickly, improving event organization and outreach.
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Snowball Fundraising helped Friends of Franklin Parks make donating easier for supporters. The nonprofit wanted a simple, all-in-one platform with... text-to-give and easy setup. Snowball’s clean interface let new staff learn it in minutes. Their first online auction with Snowball raised over $41,000, a 64% increase from the previous year’s $25,000. Supporters gave positive feedback on the donation process, silent auction, and text-to-donate features.
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Funraise helped Dressember grow donations by 42% year over year. Dressember used Funraise's peer-to-peer fundraising platform to manage campaigns and... donor data. The nonprofit saw a 39% increase in donation dollars and a 34% rise in fundraisers. Funraise made it easy for Dressember to track supporters and boost nonprofit fundraising results.
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Bloomerang donor management software helped The Children’s Center of Wayne County achieve a 300% increase in net contributions over 36 months. The nonprofit faced... a major fundraising challenge and needed to turn around its philanthropy operations. By using Bloomerang, they improved donor engagement and streamlined fundraising processes. This led to tripled fundraising results and greater impact for their mission.
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Virtuous CRM helped Animal Humane Association of New Mexico automate their fundraising. They used automation to reach more donors. In... 7 months, they grew their monthly donors by 20%. The platform made it easier to manage donor relationships. Automation saved time and improved results. This led to more support for their mission.
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BriteBiz is a self-funded SaaS company. They chose not to take venture capital. This lets them focus on customer needs... and product quality. They grow at a steady pace and keep control of their vision. BriteBiz listens to customer feedback and adapts quickly. They donate part of their profits to charity and follow strong ethical standards.
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Scratchpad helps G2i fill missing or outdated Salesforce fields using AI. G2i used Scratchpad to review sales calls and update... fields like objections and methodology. This saved over 6,000 selling hours a year and improved Salesforce field completion to over 80%. G2i also saw 90%+ MEDDPICC adoption and a 70%+ AI suggestion acceptance rate. The sales team trusts the updates and saves hours of admin work.
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Oorwin's AI-Powered Talent CRM helped a staffing and technology consulting firm speed up client onboarding. The firm faced issues with... scattered data, lack of follow-ups, and no record of client conversations. Oorwin provided a central place for contacts, documents, and all client interactions. The solution automated lead management and gave insights into companies and contacts. As a result, the firm saw a 74% decrease in time taken to onboard new clients.
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Apptivo and G Suite helped ideaHelix improve task management and collaboration. The company struggled to prioritize tasks and track employee... activities as it grew. Apptivo's CRM and dashboards gave employees clear priorities and a 360-degree view of contacts. Centralized data reduced internal communication and improved planning. Management gained better insight into project time and resource needs.
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Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted more qualified meetings... and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The... solution made service faster and more efficient. This led to big time savings for Algo's team. The case shows how AI can help IT companies serve customers better.
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NetHunt CRM helped ViaDirect, a digital wayfinding software company, improve reporting and forecasting. The team uses NetHunt to track leads,... analyze deal outcomes, and manage client communication through Gmail integration. Filters and business review features let them quickly update and review high-potential leads. ViaDirect values NetHunt's usability, unique features, and seamless integration with Gmail and Zapier. After two years, they rely on NetHunt for daily sales management and data reliability.
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MarketSharp helped Crawl Space Ninja track leads and automate follow-ups. Before using MarketSharp, they lost sales due to poor lead... tracking. With MarketSharp, they set up automated processes for sales and follow-ups. This improved sales tracking and communication. As a result, Crawl Space Ninja had their best month ever, closing over half a million dollars in sales.
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Auro CRM built a timesheet plugin for a leading electrical and lighting solutions provider in the UAE. The company needed... to sync user, project, and task data between their ERP (SAP) and CRM, and to track billable hours. The solution included custom fields, APIs, and a timesheet plugin for accurate time entry and billing. Integration with HR and ERP systems improved project allocation and timesheet management. The company saw better productivity, accurate billable hour capture, and improved analytics.
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TopBuilder’s Bid Management Software helped Hatzel & Buehler handle hundreds of bids each month. Their old system was slow, hard... to use, and did not connect with their ERP. TopBuilder made tracking bids easy and fast. The team at TopBuilder worked closely with Hatzel & Buehler to set up the software and train users. After switching, Hatzel & Buehler increased their bid win rate by 28%.
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geoquotes helped Craftsman Concrete Floors fix their sales workflow. Before, they wasted time copying data between their CRM and monday.com.... With geoquotes and expert support from eligeo, they cut their quoting templates by over 50%. Sales efficiency improved by 50% in four months. The team now sends more quotes each day and saves at least an hour daily. Labor costs dropped and productivity went up.
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Quickbase helped Balfour Beatty solve asset tracking problems on a nuclear reactor project. The company used outdated paper processes and... faced data fragmentation. NDC introduced Quickbase’s Dynamic Work Management platform and an Asset Tag Solution with QR codes. This made asset tracking and compliance easier. Balfour Beatty saved up to £20,000 per day and improved incident reporting times. Audit time was reduced by 60% for NDC.
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JobNimbus helped Armando Jacox Jr. grow his business from zero to $2 million in just 12 months. The platform enabled... his team to handle high job volume efficiently. JobNimbus streamlined operations and improved team performance. Armando credits JobNimbus for making this rapid growth possible.
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Pipeline CRM helped Bay Area Underpinning increase sales by 15–20%. The company used the CRM to organize client information and... documents. The dashboard feature gave quick access to important data. Team members used the software for scheduling, tracking, and reporting. Custom fields made the CRM fit their unique business needs. The leaderboard feature encouraged the team to reach sales goals.
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Prophet CRM helped Alston Construction fix sales and client relations problems. Rapid growth caused disorganization and poor communication. Alston chose... Prophet CRM for its flexibility and Outlook integration. The team worked with Avidian to customize the CRM for tracking customer and opportunity data. Prophet CRM data now powers Alston's Sales IOR report, helping leaders make better decisions. The CRM also improved accountability across the company.
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Builder Prime and Wisetack helped Yellow Rose Painting fix slow, high-cost financing. The company set up the new system in... two hours. Customers now get easy, flexible financing with lower rates. Yellow Rose Painting saw a 35% increase in contracts and a 26% jump in sales in one quarter. The all-in-one platform made sales, payments, and job management simple.
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Microsoft Power BI helped a large U. S. electrical contractor improve field workforce projections. The company struggled with slow, inaccurate...Excel and SQL tools that could not combine data from ERP and CRM systems. Onware built a new Power BI solution that connects data in near real time and uses NECA models for better forecasting. The new tool gives up-to-date dashboards, detailed breakdowns, and flexible scenario modeling. This improved planning, data integration, and decision-making for the contractor.
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MCS-rm helped Baldwins Crane Rental Ltd move from manual, paper-based processes to automated rental management. The company linked Sage 50... Accounts to MCS-rm for better credit control and faster invoice processing. Staff quickly learned the new system, which reduced errors and saved time. All customer information is now in one place, improving service. Baldwins saw increased efficiency and better control over contracts and finances.
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Swinerton is a large commercial construction firm. They struggled with using two separate systems, Salesforce and CMiC, which caused data... problems and low user adoption. They needed a single solution to manage business relationships and improve data quality. Swinerton chose Unanet CRM by Cosential because it is made for AEC businesses and offers better integration and transparency. Now, Swinerton can manage contacts, proposals, and projects more easily in one place.
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Aptos ONE mobile POS helped The North Face empower store associates and reduce wait times. The brand rolled out mobile... POS before the 2022 holiday season to streamline store traffic and improve customer engagement. The new system eliminated the static cash wrap, freeing up sales floor space and enabling flexible checkout. Associates now use mobile devices for transactions, stock checks, and promotions. Training was simplified with short manuals and videos, making adoption easy for staff.
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Anthill helped Homebase replace their manual appointment booking system with a live, online solution. Homebase used Anthill to manage customer... appointments across all stores and teams. The new system improved appointment categorization, forecasting, and resource allocation. Customers can now book appointments online and share project details, making meetings more effective. Anthill's workflow automation streamlined internal processes and improved customer experience.
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GREYHOUND helped babymarkt. de improve customer service. The company faced high volumes of customer inquiries and struggled with slow response...times and double handling. GREYHOUND unified all communication, making customer history visible to the whole team. Staff could answer more questions, faster. Response times dropped to under 12 hours. With the same number of staff, they now handle 40% more requests. Customers and employees are happier.
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KeyTech helped Phone Store improve their website and digital marketing. The team did website analysis, keyword research, content writing, and... website optimization. Phone Store saw a 75% conversion rate, 90% ROI, and 95% more traffic. The project reached a 100% success rate. This case shows strong results for digital marketing and web development in retail.
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VIENNA Advantage Retail Management Solution helped Batir Spa, a modern food retail company, improve operations. Batir Spa needed fast implementation... and high automation for their new retail concept. VIENNA Advantage ERP and CRM was deployed in the cloud, supporting 10 stores and a central warehouse. The solution enabled stock optimization, automatic replenishment, and real-time reporting. Batir Spa achieved a central system with remote upgrades and offline capabilities, improving efficiency and reducing costs.
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monday. com helped Officeworks improve retail processes and data accuracy. Before, teams used scattered emails and spreadsheets, causing confusion and...lost details. With monday.com, Officeworks created clear workflows and dashboards. They replaced 635+ spreadsheets and cut over 10,000 emails. Teams now see all tasks and updates in one place. This made work faster and more organized.
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Commerce Studio helped Linda's Stuff, a top eBay consigner, automate manual business processes. The company struggled with slow, manual listing... and data tracking using Excel and Google Sheets. Commerce Studio automated eBay Best Offers, returns, and listing management, saving hundreds of hours. The team now tracks performance easily and has fully automated accounting with Quickbooks. Linda's Stuff can focus on growth and multi-channel sales without adding overhead.
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Close CRM helped Trufan replace HubSpot and scale their sales operations. The retail team of 5 used Close to improve... customer engagement and drive revenue growth. They ran social media campaigns, email marketing, and in-store events. After 6 months, Trufan saw a big increase in engagement and revenue. The project included 2 weeks of research, 4 months of implementation, and a final report.
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Odoo helped Perumda Varia Niaga Samarinda manage six business units with one system. Before Odoo, each division used separate software,... causing slow coordination and lost inventory. Odoo's multi-company features and apps like Accounting, Subscriptions, and POS unified all business data. Now, financials and inventory are tracked in real time. The company saw faster processes and better data accuracy across all business lines.
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Nextiva helped Canyon Coolers, an e-commerce retailer, improve their customer experience. The solution included AI-powered tools, agent tooling, and analytics.... Nextiva unified all customer interactions into one platform. This made it easier for Canyon Coolers to manage customer journeys. The platform offered features like real-time dashboards and intelligent routing. These tools helped Canyon Coolers deliver better service to their customers.
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SmartTouch® Interactive uses its marketing automation and CRM tools to help build to rent communities attract renters. The company started... BTR marketing in 2014, working in markets like Phoenix and Atlanta. Their 'All Lines In' strategy combines SEO, SEM, social media retargeting, and email to boost property demand. They focus on branding and storytelling to set BTR communities apart from traditional rentals. This approach helps BTR builders and developers control their brand and reach more renters.
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Teamwork. com helped Invanity, a UK digital marketing agency, modernize project and resource management. The agency replaced a legacy tool...with Teamwork.com to improve efficiency and profitability. Invanity saw a 50% decrease in time spent building project plans and 80% less time on weekly workload management. They also delivered 20% more projects on time. Teamwork.com became the operational backbone for tracking profitability and utilization.
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Vendasta helped an agency achieve 177% growth. The agency used Vendasta's AI-powered marketing platform. They attracted, converted, and engaged more... customers. The platform offered tools for lead capture, reputation management, social marketing, and CRM. The agency scaled its business and improved client results. This led to significant business growth.
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Zoho Projects helped DISC, a search marketing firm, boost efficiency and save $2000 per year compared to Quickbase. The team now... organizes workflow and resource allocation in one place. Timecard exports make invoicing easier. Resource Utilization helps schedule client work and manage sales needs. Integration with other Zoho services adds more value for DISC.
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Zoho Projects helped DISC, a search marketing firm, boost efficiency and save $2000 per year compared to Quickbase. The team now... organizes workflow and resource allocation in one place. Timecard exports make invoicing easier. Resource Utilization helps schedule client work and manage sales needs. Integration with other Zoho services adds more value for DISC.
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Zoho Projects helped DISC, a search marketing firm, boost efficiency and save $2000 per year compared to Quickbase. The team now... organizes workflow and resource allocation in one place. Timecard exports make invoicing easier. Resource Utilization helps schedule client work and manage sales needs. Integration with other Zoho services adds more value for DISC.
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Zoho Projects helped DISC, a search marketing firm, boost efficiency and save $2000 per year compared to Quickbase. The team now... organizes workflow and resource allocation in one place. Timecard exports make invoicing easier. Resource Utilization helps schedule client work and manage sales needs. Integration with other Zoho services adds more value for DISC.
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FLG helped Sales Fuel, a performance marketing agency, grow fast after joining in March 2021. Sales Fuel used FLG's CRM... and automation tools to manage leads and book sales appointments. The team broke records by generating over 1,000 leads in one day across 9 products. They booked over 200 sales appointments at a conversion rate of nearly 30%. This was a big improvement from 18 months before, showing strong business growth.
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Salesmate helped EDS Strategy grow their sales pipeline by 10x. EDS Strategy faced challenges managing sales and scaling with spreadsheets.... They switched from Pipedrive to Salesmate for a more user-friendly CRM. Salesmate enabled them to reach more prospects and increase average deal size. The company closed deals three times faster using Salesmate workflows.
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Wealthbox CRM helped Greg Brown, a financial advisor, improve his workflow. Greg used Wealthbox's automated workflow feature. He found the... CRM easy to use and liked its design. Greg shared feedback that helped shape new features. He experienced a "Zen technology moment" with Wealthbox CRM.
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PipeRun CRM helped Fix Pay, a fintech in Fortaleza, improve its sales process. The old CRM was inflexible and hard... for field sales teams to use. PipeRun gave Fix Pay more control, better data centralization, and easy customization. The team quickly saw positive results and better adoption. Integration with Power BI and mobile features made sales tracking and lead management easier. Fix Pay reduced customer service time and improved the sales journey.
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NexJ CRM helped Wells Fargo Advisors, a top financial services firm with over 20,000 advisors, improve integration. After a detailed... review of CRM vendors, Wells Fargo Advisors chose NexJ for its seamless integration with their financial systems and third-party apps. The solution supports wealth management and enterprise needs. NexJ CRM enabled better connectivity across platforms. This case highlights CRM selection and integration in financial services.
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Mercedes Finance IT wanted to improve how they worked with customers. They chose CRM-UK because they trusted the team. CRM-UK... installed the CRM system with little fuss or disturbance. The new system changed how Mercedes Finance IT deals with customers. Their customers are now happier with the improved service.
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OptifiNow TPO helped Oaktree Funding boost account executive productivity. Oaktree needed a custom CRM for their direct-to-broker wholesale lending. OptifiNow... TPO provided a tailored CRM with integrated call center tools and a scenario ticketing module. This let reps give loan quotes in under two minutes and automate account distribution. Oaktree saw more broker engagement, higher loan submissions, fewer idle accounts, and a 40% increase in sales team size.
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Doxim helped Worldsource Securities improve advisor productivity. The solution also enhanced client service. Doxim provides customer communications management and engagement... technology. The focus is on regulated markets like financial services. The case highlights better efficiency and customer experience.
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Affinity CRM helped Seaside Equity Partners close over 15 deals and track thousands of new relationships. The private equity firm... switched from Excel to Affinity, making their deal management more organized. The team now manages 10 deals under exclusivity and saves many hours. Affinity's CRM features improved collaboration and revealed relationship strengths. Seaside Equity Partners saw more deal wins after adopting Affinity.
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Merchant Central helped FLO Business Solutions fix problems with agent payouts and residuals. FLO replaced spreadsheets and generic CRMs with... an all-in-one payments platform. The new system made operations faster and more accurate. Agents now get clear, on-time payments and can see their earnings anytime. FLO built stronger agent relationships and set up for long-term growth. The platform's reporting tools let leaders and agents track deals and payouts easily.
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Cool Life CRM and VDR help business brokers manage a surge in M&A transactions from retiring Baby Boomer owners. Brokers use secure... document sharing and automated deal management to reduce compliance risks and speed up closings. The platform centralizes financial records, tracks due diligence, and protects sensitive data. CRM features improve client engagement and ensure no deal is missed. Brokers gain efficiency, transparency, and better resource allocation with Cool Life's technology.
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EcosAgile helped Bene Assicurazioni manage HR processes as the company grew. Bene Assicurazioni needed a human capital management system to... support digital transformation and employee growth. They chose EcosAgile for its flexibility and smart features after comparing many HCM systems. The solution enabled mobile access for employees and integrated AI-powered CV parsing for recruitment. This improved HR efficiency and supported the company's digital strategy.
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Datalyse CRM helped Drive&Win, a digital insurance company, manage its growing sales and operations team. Drive&Win needed to optimize sales... cycles and reduce high telecom costs. Datalyse unified communications, automated workflows, and provided detailed sales reports. In just 3 weeks, Drive&Win increased lead conversion and lowered monthly telecom expenses. The team now manages sales more efficiently with all operations in one platform.
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Vertafore's AIM, NetRate, Surefyre, and ImageRight help XPT Specialty connect systems and improve insurance workflows. XPT Specialty uses deep system... integrations to cut manual work and speed up quoting. The company eliminates duplicate entry and boosts data accuracy for agents and carriers. This connected ecosystem supports growth and makes XPT a leader in insurance technology.
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BriteCore's cloud-based core system helped Loudoun Mutual cut underwriting turnaround time by 50%, from 8 to 4 business days. The insurer replaced... legacy systems to improve agent experience and enable quick quote workflows, efficient data management, and flexible integrations. Loudoun converted over 68,000 policies with 95% data retention. Agents transitioned smoothly to BriteQuote, boosting satisfaction and operational efficiency. The project finished ahead of schedule, supporting Loudoun's growth and digital transformation.
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CRMNEXT helped a leading life insurance company manage over 30 million customers across 350 branches. The company replaced outdated systems... and manual processes with a unified CRM platform. First-time resolution rates increased by 250%. Straight-through processing improved by 80%. Sales turnaround time improved by 70%. Operating expenses dropped by 28%. Assets under management grew by 30%. The company integrated 18 systems and decommissioned 26, streamlining operations and boosting efficiency.
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HubSpot helped Alleanza Assicurazioni improve employer branding. The company used HubSpot's platform to enhance its marketing and communication. This led... to better engagement with potential employees. The insurance company streamlined its processes with HubSpot tools. The result was a stronger brand presence in the insurance sector.
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HubSpot helped Alleanza Assicurazioni improve employer branding. The company used HubSpot's platform to enhance its marketing and communication. This led... to better engagement with potential employees. The insurance company streamlined its processes with HubSpot tools. The result was a stronger brand presence in the insurance sector.
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InsuranceSuite on Guidewire Cloud helped Aioi Nissay Dowa Management New Zealand move from a legacy system to a modern platform. The company automated... a 13-step manual business intake process. They tripled their business in six years. Product offerings grew from 1 to 8 brands, with over 50 products. The solution improved security, flexibility, and business process efficiency. The project finished ahead of schedule and on budget.
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Enrollment Rx and Salesforce helped Wingate University manage rapid growth in student admissions. The university needed a better way to... handle more students and improve communication. They set up a new CRM system in just 4 months. This change cut marketing and communication costs. The admitted applicant pool grew from 5,000 to 15,000 since 2017. Staff now use self-service tools to talk with students and prospects.
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LeadSquared helped Zell Education save over 1,000 hours by automating sales, support, and student engagement. The platform unified their tech... stack, cut manual work by 90%, and improved CSAT by 55%. First response times became 30% faster. Custom workflows and integrations with tools like WhatsApp and Zoom made student journeys seamless. Zell now delivers better learner experiences and scales faster in the EdTech market.
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Ellucian Banner SaaS helps Metropolitan Community College modernize its ERP system. The college needed a nimble, cloud-based solution to replace... a stagnant, 20-year-old platform. Banner SaaS removes maintenance needs and adapts to future technology trends. Ellucian staff partner with MCC to support migration. Students and staff benefit from improved access and a better computing experience.
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Jarvis CRM helped the Described and Captioned Media Program (DCMP) manage all client data and communications in one place. DCMP needed a... better way to track user activity and streamline processes. They chose Jarvis CRM for its customization and integration with FileMaker. After implementation, DCMP improved client management and communication. Jarvis CRM supported a surge in service requests during COVID-19 and made email communication easier.
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Leadsales helped ICEL University improve their sales process. The university struggled to reach prospects by phone and email, as students... preferred WhatsApp. Leadsales unified communications with a single WhatsApp number and automated lead assignment. The contact rate increased from 35% to 75%. Response times dropped from up to 48 hours to real time. The university exceeded its enrollment growth goals by 10%.
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LineLeader Enrol helped Story House Early Learning grow to 51 locations by streamlining enrolment and automating communication. The CRM platform... enabled consistent enquiry management and real-time pipeline visibility. Story House reduced admin work and improved brand consistency across all sites. Families and service teams saw a smoother, more personal enrolment experience. Data-driven insights from LineLeader Enrol supported better decisions and faster growth.
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Maximizer CRM helped Experience Education unify data across 20 brands and 230 users. The Single Customer View project fixed adoption... gaps and improved reporting. Central control with local flexibility made onboarding new brands fast and cost-free. Integrations and dashboards improved data quality and management. Dotdigital integration standardized email marketing for all brands.
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ExtraaEdge CRM helped Career Buddy Club manage student admissions better. CBC faced scattered leads, manual follow-ups, and no clear analytics.... With ExtraaEdge, they got a single platform for all inquiries, automated reminders, and bulk messaging. Custom dashboards gave leaders real-time data. Counselors spent less time on data entry and more on helping students. CBC now tracks every inquiry, personalizes outreach, and has higher morale and control.
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Livespace CRM helped Kaleta Group organize sales and improve teamwork. The company had issues with scattered data and slow customer... service using an old CRM and Excel. With Livespace, they created a central hub for sales and communication. The team saved time and worked together better. Sales meetings became easier to prepare for, and customer service was faster.
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StayinFront TouchCG helps Casella Family Brands improve field team efficiency. The tool lets managers see in-field activities better. Casella processes... customer orders faster. They track and report customer performance to find top outlets. The platform makes it easy to onboard field teams. These changes support growth and sustainability for Casella Family Brands.
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VisitBasis helped Unilever Kenya automate retail merchandising. Before, Golden Marketing managed 250 merchandisers manually for 500 stores, causing errors and... slow reporting. With VisitBasis, Unilever got real-time data, GPS tracking, and custom reports. The platform worked offline and online, making field team management easier. Unilever improved shelf presence and store execution across East Africa.
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Berger Paints used customer personas to create a targeted video ad campaign. The marketing team identified urban Indian homeowners aged... 35-60 as their main audience. They used Google Ads to reach people interested in home décor and waterproofing. The ad featured four customer types, making the message relatable and increasing brand recall. This approach led to more clicks and higher engagement with their painting services.
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ATOLLON helped MALCOM manage sales and service for agricultural and municipal equipment. MALCOM needed a system to handle sales, service,... and workflow. ATOLLON integrated with ABRA Flexi for accounting and inventory. The solution gave MALCOM one program for all business, sales, and service records. Staff can track orders, service, and customer data in real time. Customers benefit from transparent service records and fast responses.
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BenchmarkONE helped Alabama Sawyer, a small woodworking and furniture business, replace HubSpot with a simpler, more affordable CRM and email marketing tool. Leigh, the head... of operations, needed a solution that saved time and fit her budget. BenchmarkONE made it easy to follow up on leads, automate sales tasks, and send targeted email campaigns. Website traffic and sales increased, and Leigh made three wholesale sales from a campaign she would not have sent without BenchmarkONE. The tool's integrations with Shopify and Xero also made business operations easier.
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MAI Fulfillment helped Peepers Reading Glasses move their fulfillment operations to a new center. The goal was to improve order... accuracy and on-time delivery. MAI Fulfillment now processes 1,400 orders daily for Peepers, handling over 5,800 SKUs. They achieved a 99.5% order accuracy rate and 99.7% on-time delivery. An automated return policy improved customer service and reduced costs.
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Erpisto for Distribution helped Flexcane manage high production volumes and complex distribution needs. The solution integrated with Flexcane's proprietary plant... software and financials. Flexcane improved inventory tracking, billing, and real-time transaction visibility. The company automated shipping and receiving data, enabling accurate financial information. Flexcane now delivers timely transactions to growers and has better control over its distribution operations.
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Axelor ERP helped Thyssenkrupp Materials France (TKMF) restructure its management processes. The company needed a fast, low-cost solution that would... not disrupt production. Axelor deployed its ERP in just six months, much faster than the industry average. TKMF now manages production flows, inventory, and pricing in real time. Sales managers can issue quotes faster, and operators use handheld terminals for operations. The ERP's low code technology made the rollout quick and flexible.
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Pipeliner CRM helped Lorama Group improve sales team transparency and efficiency. The company needed a CRM that worked offline for... its international team. Pipeliner CRM Hybrid Version met this need and allowed easy data reporting. Lorama Group valued the system's customization and simple administration. Management gained real-time transparency and unified data collection.
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Sugar Sell helped Creative Foam increase their sales pipeline by 42% and exceed their annual sales goal by 44%. The company automated... its sales process and connected ERP, IHS, and CRM systems for real-time data. This improved data visibility and decision-making. Creative Foam now tracks quotes and opportunities in one place. The platform enabled data-driven sales growth and better business strategy.
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Glue Up helped Angel Yeast and Pilot Medical grow member engagement and build a strong global brand. Angel Yeast used... media PR, digital content, and global events to boost its brand and connect with customers. Pilot Medical used CRM tools, media PR, and created the Panther Surgical Academy for training and events. Both companies improved their international presence and customer relationships with Glue Up.
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Barantum helped PT Dharma Guna Wibawa manage employees and reach customers in remote areas. PT DGW faced problems with data... access and exporting, which hurt their business. Barantum's mobile-friendly CRM system let staff access and export data in 1-2 minutes, anywhere. The system is easy to use and supports real-time reporting. Staff productivity increased after switching to Barantum. Barantum also provides 24-hour support for any issues.
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KulaHub helped Reveal Doors and Windows organize customer data and manage sales leads. Reveal moved from spreadsheets to KulaHub’s CRM,... making data management easier and reducing errors. The new system connects email marketing, lead generation, and project tracking in one place. Reveal now has better visibility of sales and marketing activities with dashboards. Staff received training and ongoing support, making business processes more efficient and secure.
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FiveCRM helped Senior Response scale its telemarketing operations for over 20 years. Senior Response needed a CRM that was easy... for older agents to use, could scale with growth, and allowed in-house changes. FiveCRM provided a flexible, customizable platform with API integration and strong data security. The platform enabled quick campaign setup, easy user management, and direct support for client needs. Senior Response credits FiveCRM for helping win new business and supporting ongoing growth.
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PRxCloud helped a leading pharmaceutical company in Maharashtra. The company had 50+ medical representatives who struggled with manual reporting and... planning. PRxCloud automated their workflow, allowing real-time daily reports and online master lists. Managers could track targets and achievements in real time. The company increased sales by 50% after using PRxCloud.
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Veeva Study Startup helped AstraZeneca speed up study start-up. The company used the platform to make site activation faster. This... improved their clinical trial process. AstraZeneca optimized workflows and reduced delays. The solution made it easier to manage studies. The result was a more efficient start for clinical trials.
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Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's... Virtual Data Room to host due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.
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Omnipresence CRM helped Chinese Pharma solve integration and compliance challenges. The company needed a unified system for healthcare professionals, retail... sales, and events. Omnipresence CRM deployed to over 5,500 users in China. The solution improved decision making, customer engagement, and go-to-market execution. It ensured compliance with Chinese Data Residency and PIPL laws. The company reduced costs and eliminated legacy systems, accelerating digital transformation.
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Pega helped AbbVie automate clinical and R&D workflows. AbbVie needed a more flexible system than their old in-house request management... tool. They partnered with Pega and Accenture to build a reusable, flexible request platform. The new solution works across multiple research areas. This lets scientists focus on their mission and improves how experiment requests are managed.
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ADCHEM used an integrated system to manage business processes and improve communication with suppliers and customers. The company operates in... niche markets and needed better data and information control. ADCHEM distributes innovative ingredients for pharmaceutical, food, and cosmetics industries. The solution helped ADCHEM enhance flexibility and quality for its customers. ADCHEM now serves over 500 customers in more than 20 countries.
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Novatek International provided a cloud-based solution for Sanofi Genzyme to manage environmental and utility monitoring data. The goal was to... reduce workload, improve data integrity, and automate trend analysis. The system was implemented and validated in under 6 months. 8 key users were trained on site in 5 days, and 35 users were trained remotely. The project led to digitalization of the QC department's activities and improved process efficiency.
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A leading coffee distributor in the Middle East wanted to automate delivery confirmations and notifications. They used Reson8 to send... automated SMS notifications, integrating it with their ERP system and online shopping portal. This allowed customers to easily schedule or reschedule deliveries. The integration saved time, simplified the delivery process, and improved customer experience.
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Freshservice helped HelloFresh fix supply chain issues fast. The company replaced manual forms and spreadsheets with automated workflows and a... unified portal. Teams now track incidents by ingredient and use advanced analytics for better reporting. Collaboration improved with Team Huddle, and agents resolve incidents faster. Finance and procurement teams track costs and claims in one place, boosting revenue collection.
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C2CRM helped Dean Foods automate HR data entry and track employee requests. Before C2CRM, manual processes caused delays and inefficiencies.... With C2CRM, HR teams now use automated ticketing, email notifications, and detailed reporting. The system supports 14 HR groups and streamlines workflows. Management uses C2CRM reports to spot trends and improve processes. Dean Foods says C2CRM fits all their HR needs and supports future growth.
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Delta Sales App helped QSTEK Farming manage their sales and field force. QSTEK Farming wanted to move away from manual... sales processes. They used Delta Sales App to capture sales transactions in real time and generate sales reports. The app made it easy to track sales, collections, and manage the sales team. QSTEK Farming found the reports feature very useful and praised the support team for prompt help.
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Taste for Life Foods wanted to grow their business but had problems with their order process. They could only take... orders for a few hours each day and had trouble tracking deliveries. PM AM CRM gave them a system with web, IVR, and mobile app platforms so customers could order anytime. The new system sends automatic messages to customers and staff and helps track every order. Now, sales have gone up, and the company can handle more orders without hiring more people. Managers and partners can see order status easily, and the company is starting to expand internationally.
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Unbounce helped Love Child Organics grow their email list. The brand started with 2,000 email subscribers. Using Unbounce landing pages... and social ads, they reached over 16,000 subscribers in about a year. The challenge was turning Instagram followers into email subscribers. The solution was to use targeted landing pages to collect emails. This gave the brand a direct way to reach customers and boost future sales.
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Tech ICS upgraded and maintained a WordPress website for Creative and Film Studio. The studio needed a significant platform upgrade... and careful changes to WordPress plugins and artworks. Tech ICS completed the updates and continued ongoing maintenance. The project focused on delivering a smooth, cost-effective solution for managing pop culture themed content. The result was a fully updated and maintained website for the client.
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Vtiger CRM helped Altius Sports & Leisure Pvt Ltd fix problems with their old CRM. The old system was hard... to use and led to missed sales leads. Vtiger CRM was easy to set up and simple for the sales team to use. The team started entering data more often and tracking leads better. Sales processes became more organized. The company now captures every lead and supports business growth with Vtiger CRM.
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Vtiger CRM helped Altius Sports & Leisure Pvt Ltd fix problems with their old CRM. The old system was hard... to use and led to missed sales leads. Vtiger CRM was easy to set up and simple for the sales team to use. The team started entering data more often and tracking leads better. Sales processes became more organized. The company now captures every lead and supports business growth with Vtiger CRM.
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SP Facilities helped Atlas Performing Arts Center manage their growing facility needs. The center used SP Facilities on Microsoft 365... to move away from emails and spreadsheets. This solution let them log tickets, create work orders, and manage assets in one place. Staff used a familiar interface, which reduced training needs. The system improved security and made operations more efficient. Atlas Performing Arts Center now serves patrons and tenants better.
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Gleantap helped Altitude Trampoline Park boost email open rates by 300% at Bossier City. The platform enabled automated SMS and... email marketing, driving higher engagement and bookings. Odessa booked nearly 500 birthday parties from one campaign series. Gastonia achieved a 52% open-to-click ratio. Gleantap improved campaign results, customer engagement, and ROI for this nationwide franchise.
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Accrisoft launched a new website for Spot Out Fabric & Floor Cleaning. The site is mobile-friendly and easy to manage,... helping Spot Out attract more local customers. Integrated ServiceMonster software streamlines lead management. Since launch, the website generated 86 web form leads, with 19 in June. Strategic SEO and city-specific landing pages boost local search visibility and lead generation.
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RedHorse CRM helped Security of Los Angeles (SOLA) manage customer accounts in one place. SOLA switched from multiple software tools... to RedHorse for better integration. The CRM let them manage telemarketers, service tickets, and billing with QuickBooks. RedHorse improved email, document storage, and company-wide visibility. SOLA reduced paper use and improved business operations.
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Joyweek needed a better way to manage their sales and service processes. Their old system was not a good fit... and made updates difficult. They chose SuperOffice to create a cloud solution that holds all customer, agreement, and machine information. The new system supports their sales and service teams and connects with other business tools. Staff can now handle cases faster, save time, and provide better customer service.
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SmartMatchApp helps Date for 2 match well-educated singles for serious relationships. The team uses the matchmaking platform to build detailed... profiles and make quality matches. Members usually get their first introduction within four weeks. The service includes coaching and support for dating success. Date for 2 focuses on efficient, results-driven matchmaking for selective clients.
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Wingmate's Lead Generator and Simple CRM helped Sitex boost lead submission by 700%. Sitex replaced a paper-based route lead program... with a digital solution. The team achieved 75% actionable leads, a 60% conversion rate, and 85% employee engagement in one month. Over 300 leads came in across 26 routes in just 2 months. Communication and efficiency improved for route service reps and sales.
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Pipedrive helped Ari Motors GmbH increase sales tenfold. The company switched from spreadsheets to Pipedrive CRM to manage growing demand... for electric vehicles. LeadBooster and pipeline management made sales more efficient and targeted. The team grew from 2 to 31 employees. Ari Motors now handles ten times as many inquiries with automated workflows and multiple pipelines.
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Aldarest OÜ, an Estonian company, develops car parts search systems. They used Nextcloud before discovering ONLYOFFICE Workspace. ONLYOFFICE offers document... editors, mail, and chat, which met their needs. They found the ability to connect multiple email addresses to one account useful. Collaborative editing and secure data storage with two-factor authentication were also beneficial. ONLYOFFICE saved them time and money on document handling. They recommend it to clients and entrepreneurs.
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SalezShark CRM helped a leading automotive dealership group cut lead assignment time by 73%. Sales reps now contact 97% of... high-value leads within two hours. Sales conversion rates rose from 10% to 13.5%. Customer satisfaction increased by 22%. Response time dropped from 7 hours to under 1.5 hours. The team now works faster and builds stronger customer relationships.
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CREST-ERP helped Aldica Technologies improve production planning and inventory management. Before, Aldica tracked inventory and production with manual processes and... excel, leading to errors and downtime. With CREST, Aldica automated production plans, die management, and sub-contracting. This improved machine efficiency, reduced downtime, and made costing more accurate. The new system also cut errors in quality control and made it easier to track finished goods and die usage.
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Amerityre Corporation uses SpotlerCRM to improve customer management. This helps them achieve excellence in the tyre industry. The case study... highlights their innovation efforts.
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RaiseNow TWINT helped Lumberjack, a cultural association in Lucerne, boost event donations by 40%. They used QR codes for easy... digital payments at live music events. The average donation rose from CHF 12 to CHF 14. Total festival donations reached CHF 8,000, with CHF 3,200 collected digitally. This solution made giving simple and increased support for local artists.
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Leap Event Technology helped New York Comic Con boost attendee satisfaction by 30% with its mobile app. The event used... Leap’s full suite, including convention management, ticketing, and experiential marketing tools. The app’s new personalization and interactive maps made it easier for fans to find events and navigate the venue. 90.6% more exhibitors used lead capture, and 3,000 attendees checked into a panel in 45 minutes. Over 200,000 fans attended the four-day event.
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Nintex Drawloop DocGen with Salesforce helped an event management firm automate document creation and delivery. The client struggled with manual,... error-prone processes for invitations, document management, and invoicing. Cyntexa implemented Nintex Drawloop DocGen, enabling template-based, data-driven document generation and email automation. This reduced manual work, improved accuracy, and streamlined bulk invitations and invoicing. The firm saw increased efficiency, better time management, and higher customer satisfaction.
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Nintex Drawloop DocGen with Salesforce helped an event management firm automate document creation and delivery. The client struggled with manual,... error-prone processes for invitations, document management, and invoicing. Cyntexa implemented Nintex Drawloop DocGen, enabling template-based, data-driven document generation and email automation. This reduced manual work, improved accuracy, and streamlined bulk invitations and invoicing. The firm saw increased efficiency, better time management, and higher customer satisfaction.
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Kommo’s CRM for event planners helped B_Entertained DJs and More speed up their response rate by 50%. The company organizes... weddings, corporate parties, and community events. They used features like Digital Pipeline, RingCentral, amoFORMS, Instagram, Facebook Messenger, Facebook Lead Ads, and Email Parser. Kommo’s Advanced plan supported their team in managing leads and client communication. The result was faster replies and better service for their clients.
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WEM's no-code platform helped TSN Groen improve logistics operations. TSN Groen wanted to reach 100% CO2-neutral operations. They used WEM... to build and deploy modules fast. The platform made HR and logistics tasks easier. TSN Groen saved money and time. They improved client service and grew revenue. The company is now on track for full sustainability.
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Zendesk helped AboitizPower, a major electricity distributor in the Philippines, fix problems with old systems and scattered data. After using Zendesk,... AboitizPower saw all customer interactions in one place and made work faster for employees. The company saved over 300 hours each month by automating tasks. Now, 85% of customer questions get answered within 12 hours. Agents respond in about 2 hours on average. Zendesk reporting helps AboitizPower keep strict service standards and improve customer care.
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Zendesk helped AboitizPower, a major electricity distributor in the Philippines, fix problems with old systems and scattered data. After using Zendesk,... AboitizPower saw all customer interactions in one place and made work faster for employees. The company saved over 300 hours each month by automating tasks. Now, 85% of customer questions get answered within 12 hours. Agents respond in about 2 hours on average. Zendesk reporting helps AboitizPower keep strict service standards and improve customer care.
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BuddyCRM helped LTS Global Solutions solve data fragmentation and manual process issues. LTS used BuddyCRM to centralize client data and... automate routine tasks. The CRM integrated their warehouse, client management, and finance systems. LTS saw 20% faster client response times and a 90% same-day query resolution rate. The team now works more efficiently and clients are happier.
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Atria Senior Living’s El Camino Gardens, led by Natasha Georges, won the Q Award for high-quality resident care. They used Aline... Quality, a mobile quality management solution, to conduct thorough assessments and ensure compliance with standards. Georges implemented action plans to address issues, focusing on critical factors like timely assessments. Weekly meetings and mock audits helped maintain compliance. The Q Award now helps them build trust with prospects and differentiate from competitors.
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TrackSuite helped Resort Group automate property management and save on payments. Resort Group manages over 5,000 units and 90 HOAs... in Steamboat Springs, CO. Their old property management system became obsolete and the replacement did not meet their needs. The CFO and team chose TrackPMS, TrackDistribution, and TrackPayments for smart automation. This improved efficiency and reduced manual work for their large hospitality operation.
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SevenRooms helped Gosford RSL improve member engagement and Google reviews using automation and AI. The club used SevenRooms' CRM, marketing... automation, and review management tools. Automated emails led to a 54% open rate and $121,380 in revenue in less than a year. The platform helped the team address negative feedback quickly and improve their Google score. SevenRooms allowed Gosford RSL to manage over 30,000 covers a month while keeping a personal touch with members.
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BIGContacts helped Anchor Resort manage 136 condominiums in one place. Before, they used spreadsheets and Word documents, which was slow... and hard. With BIGContacts, they tied data to condo units, not owners, making it easy to track history. The all-in-one CRM features saved time and boosted team productivity. Customer service from ProProfs stayed strong after the acquisition.
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JunariCRM+ helped Franklins Fire and Safety Ltd fix slow and manual reporting. Before, the team spent days making management reports.... Now, with JunariCRM+, reports take just 10 minutes each week. The system is tailored to their needs and easy to use. The support team is quick and proactive. This change lets the team focus on business growth instead of paperwork.
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RSoft CRM helped Bio System, a health care equipment manufacturer, automate support for 5,000+ clients and 150+ service engineers across India. The company needed... to manage customer issues and engineer locations efficiently. RSoft delivered a web and mobile solution in under a month, automating ticket assignment, warranty checks, and customer notifications. Bio System now resolves issues faster, tracks engineer activity, and collects real-time feedback. Customer satisfaction improved with timely updates and transparent support processes.
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Teamgate Sales CRM helped Animacel d. o.o., a Slovenian veterinary technology startup, manage their sales pipeline and set clear sales...goals. The CRM made it easy to track leads, analyze customer data, and automate daily sales tasks. Animacel saw a 10-20% reduction in average deal closing time. The company praised Teamgate for its professional support and user-friendly features. Animacel now recommends Teamgate to other startups looking to improve their sales process.
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Thryv helped Paternity Testing Solutions build a digital foundation. The business owner replaced scattered paperwork with Thryv's CRM and client... management tools. He launched a professional website and used social media management to boost credibility. Thryv's platform doubled his revenue and filled his calendar. Courts and legal professionals now trust his streamlined process.
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bxp software helped Dublin City Council with their needs. The council said the bxp team always helps and gives them... confidence. This shows strong support and good service from bxp software. The testimonial highlights trust and satisfaction with the solution.
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Infor CloudSuite Public Sector helped Saint Paul, Minnesota, modernize its ERP and HR systems. The city replaced legacy infrastructure with... a secure, scalable cloud platform. This unified finance, HR, and supply management, and improved workforce agility with mobile access and automation. The new system supports smarter decisions and efficient public services. Saint Paul now has a strong foundation for AI and advanced analytics.
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HyperTeam used its PM Toolbox to build a digital workplace for Collier County Public Utilities Department's Engineering & Project Management Division. The solution included... a cloud-based SharePoint 2016 system with modules for project approval, management, and reporting. Project managers now track and manage projects, collaborate, and generate reports in minutes instead of days. The new system improved work efficiency and centralized project data. The solution also enabled quick, organized documentation and easier project coordination.
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OnePageCRM helps L&J Tax attract and keep tax clients. Before using OnePageCRM, Laura Lynch struggled to remember client details and... follow-ups. The CRM lets her record notes, track referrals, and set reminders. L&J Tax uses the pipeline feature to manage projects and keep clients updated. Regular check-ins with clients help build trust and improve service quality.
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WORKetc helped Permit Place speed up permit approvals. Permit Place used to handle lots of paperwork. They needed a better... way to manage permit applications. With WORKetc, they tracked customer interactions and projects in one place. This made it easier to get permits approved faster. Permit Place grew into one of the largest permit expediting companies in the US.
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Teamleader Focus helped Digly automate scheduling for online meetings. Digly faced challenges matching multiple calendars and managing a growing number... of appointments. The integrated scheduling feature replaced separate tools like Calendly and Zapier. Digly now saves 15 minutes per appointment, totaling 2-4 hours weekly. The solution reduced interruptions, decreased no-show rates, and improved meeting preparation. Fewer errors occur in scheduling and customer data entry.
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Sage Intacct helped Ground Control manage multi-entity financial consolidation and recurring revenue. The company reduced its monthly close time by... 55%, from 11 days to five. Overdue debt dropped from 22% to 8%. Ground Control freed up over £900k in operating cash flow. Staff productivity and job satisfaction improved. Order-to-cash efficiency increased with Salesforce integration.
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Upsales helped Soluno BC transform their sales process. Cold calling stopped working, so Soluno BC needed a new approach. They... used Upsales to unify sales and marketing with CRM, marketing automation, analytics, and multi-channel tools. The platform let them segment buyers, nurture leads, and track results. Now, 70% of meetings from inbound leads convert to won opportunities. Soluno BC can see real-time performance and has a single team focused on revenue.
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A DG set vendor managed over 30,000 diesel generators at telecom sites across India. They struggled with outdated software and... needed better asset tracking, cost control, and service quality. They used Saleswah CRM to manage field service operations, including asset health, spares, and contract compliance. The CRM helped improve response times, SLA compliance, and stock visibility. The customer could now track asset history, prevent revenue loss, and pass quality audits.
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Qymatix Predictive Sales Software helped a leading electrical wholesaler in Baden-Württemberg improve customer lifetime value. The company wanted to use... AI to boost pricing, cross-selling, and reduce customer churn. Qymatix enabled dynamic pricing and better sales recommendations. The wholesaler saved up to 0.5 million euros in pricing, gained 2.5 million euros in extra CLV, and retained about 5 million euros in revenue each year. Sales teams now get clear product suggestions for each customer.
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White Cup BI helped Callico Distributors transform their business with easy, on-demand reporting. The platform made it simple for sales... teams to create reports and use data for decisions. Callico saw more data-driven choices, better tracking of sales trends, and new ways to boost profit margins. The tool is user-friendly and does not need a big team of analysts. Callico recommends White Cup for its ease, insights, and value in wholesale distribution.
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weclapp helped BoBoQ GmbH manage their wholesale bubble tea business in Germany. BoBoQ faced challenges with unorganized processes and slow... information flow. They chose weclapp for its easy interface and modular setup. The onboarding and data migration were smooth. With weclapp, BoBoQ improved IT integration, reduced data redundancy, and lowered return rates. They now save 6-20 hours of work and cut costs by 10-25%.
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OutSystems helped TAP build the Flight Dispatch Control Center. TAP needed to end constant interruptions for flight operations officers. The... new dashboard gives a 360° view of all flights and prioritizes actions. Officers now focus on important tasks and flight safety. TAP achieved 100 percent user adoption with OutSystems.
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Service Creatio helped DB Schenker cut customer research time by 30%. The company automated 100% of its reports and improved... case management with auto-assignment and custom dashboards. Customer waiting time on the phone dropped to 10 seconds, and request handling time fell to 90 seconds. Negative feedback decreased to 2%. DB Schenker now delivers faster, more transparent customer service in global logistics.
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Front helped Talon Air save 20,000 hours a year by streamlining private jet charter operations. The team moved from Outlook... to Front for better shared inbox management, routing, and automation. Agents now respond faster, avoid duplicate replies, and use templates to handle document-heavy requests. Front's features improved productivity and made it easier to track team performance. Talon Air delivers better customer service and manages complex workflows with Front.
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Ponte Vedra Plastic Surgery offers cosmetic and reconstructive treatments in Northeast Florida. Their team includes surgical and nonsurgical providers and... support staff. The case study highlights their practice profile. No specific challenge, solution, or results are described in the content.
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medi used Microsoft Azure to move from on-premise to the cloud. The goal was to improve performance, scalability, and cost... efficiency for their data platform. b.telligent delivered a cloud-first approach for a smooth migration. medi now has a modern analytics foundation and supports future growth. The project connected many data sources and kept reporting formats stable for users.
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Soleran ICM helps Hurley Medical Center manage compliance and facility operations. The platform offers work order management, asset maintenance scheduling,... risk scoring, and permit management. It streamlines physical environment tours and incident tracking. Hurley Medical Center uses Soleran to reduce data entry and lower operating costs. The solution increases efficiency for hospital staff.
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Prospect CRM and Unleashed helped Trimbio, a medical equipment supplier, solve integration and manual data entry problems. The company saw... a 16.6% growth in sales and an 18.8% increase in gross margins. Admin time dropped by one day per week across all departments. Staff can now track customer conversations, manage stock, and coordinate repairs more easily. The solution improved quoting, order tracking, and customer retention.
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Act! CRM helps Asian Medical, Inc. manage international sales. Michael O’Malley uses Act! to organize contacts and schedule key meetings.... The mail merge feature lets him send personalized emails to dealers worldwide. Outlook integration logs every email and sales activity. Act! gives sales insights to track data and spot prospects needing attention. This helps Asian Medical, Inc. grow and serve both factories and dealers efficiently.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed a CRM to unify data... from events, magazines, and websites. Their previous CRM was costly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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EspoCRM helped Live Healthcare Media manage complex relationships with executives and sponsors. The company needed a CRM to unify data... from events, magazines, and websites. Their previous CRM was costly and hard to use. EspoCRM offered lower costs, easy data management, and a user-friendly interface. The team found the software reliable and flexible for their needs. Integration challenges remain, but EspoCRM meets their expectations so far.
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360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed a better CRM system. They... chose the 360 View growth platform. This led to increased profit and positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.
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SK Finance Ltd had slow and manual loan disbursement processes. This caused long turnaround times and fewer loans given out.... They started using Toolyt’s mobile CRM to fix these problems. The new system made their work faster and easier. Their loan turnaround time dropped by 64.5%. They also saw an 86.1% increase in loan disbursements.
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Membes Association Management System helped The Association Specialists modernize membership management for their clients. Manual processes and outdated websites were... replaced with automated renewals and a streamlined website overhaul. Membes enabled faster, higher renewal rates and easier event registration. The system's user-friendly features, flexible access controls, and robust reporting tools improved member engagement and decision-making. Megan Ogier praised Membes for saving time and elevating the member experience.
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Precursive helped Kantar Consulting improve resource and project planning. The team found the tool easy to use, which saved time.... With integration into Salesforce, Kantar gained a dashboard view of resourcing across people, projects, and accounts. This made it easier to align sales and delivery teams. Kantar can now mobilize the right skills quickly for clients.
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Voyado helped Blutsgeschwister, a fashion brand, move from generic campaigns to advanced segmentation and personalized automation. The team used Voyado... to target different customer journeys and manage marketing in-house. They saw a 69% increase in conversion rate, a 29% rise in email open rates, and a 60% boost in click-to-open rates. The average receipt value went up by 8.2%. The brand built loyalty through emotional connection, not discounts, using Voyado’s easy-to-use but powerful tools.
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Alore helped a fashion e-commerce company in Delhi reach 24,000 prospects with targeted messaging. They started 8,640 conversations and generated... 112 qualified leads. The campaign cost $4,500 and created a pipeline value for the client. The process was handed over to the client after three months. The client wanted to quickly build a new distribution channel as lead generation from cold calls had slowed.
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Angaza helped RDG start selling affordable smartphones in emerging markets. RDG used Angaza's platform to access business data and test... a smartphone pilot. The pilot achieved a 50% gross profit margin in six months. Angaza's analytics tools supported RDG's decision to expand product lines. RDG plans to scale mobile device sales using Angaza's features.
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VeryConnect provided APPLiA, a European home appliance trade association, with a custom membership management platform. APPLiA needed a faster, more... secure system for managing members, documents, and billing. VeryConnect built a solution that loads data quickly, supports 250,000+ emails per year, and meets strict security needs. The platform includes automated invoicing, CRM features, and tools for working groups. APPLiA now saves time and engages members more effectively.
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Fakturownia. pl needed a way to handle customer support as their user base grew. At first, one person managed up...to 250,000 accounts using Sugester. As the company grew to over 1 million accounts, an 11-person support team used Sugester to manage all customer messages in one place. Sugester let them handle emails, calls, chat, and forum posts together. The team now answers 250-300 calls a day and can quickly help customers. Sugester helped Fakturownia.pl keep support fast and organized as they grew.
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RIDER1991 is a Ukrainian designer watch project that raised over $27,000 on Kickstarter. Co-founder Nazar Malets shares insights on their... crowdfunding experience. The watch design is inspired by motorcycle culture. The team used cloud solutions for collaboration. They emphasize the importance of studying competitors and preparing marketing content for a successful campaign.
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Dubsado helped Tracey Jazmin, a business strategist and coach, streamline her client management. She replaced manual processes with automated workflows.... This saved her hours each week. She now books more clients and delivers a polished, branded experience. Dubsado let her raise her rates and keep clients loyal. She also enjoys more free time in her personal life.
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CRMJetty Dynamics 365 Portal helped CIMSPA manage memberships and partner onboarding. Their old system caused delays and errors in tracking... and approvals. The new portal unified registration, automated workflows, and integrated payments. Admins now track applications, payments, and compliance in one place. Members and partners manage profiles and payments easily. CIMSPA gained better efficiency, transparency, and control over the membership process.
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Rhetorik’s DataCliniq helped a large online B2B data service improve data quality. The company had millions of account and contact... records, but data accuracy was falling and hurting renewal sales. Rhetorik tested and analyzed the data, then worked with the customer to revalidate and enrich key records. The program improved customer satisfaction and retention by delivering more accurate and complete data.
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