No results found

Try adjusting your search terms

Financial Services Case Studies and Customer Success Stories with Stonefield Query

 

FimAT - Financial Services - Large

Montreal, Canada

FimAT, an institutional brokerage firm in Montreal, needed better reporting from ACT! . The built-in tools could not handle their...complex mail merges and trade documentation. They chose Stonefield Query for ACT! after a trial and webinar. The software made it easy for them to create custom reports and mail outs. FimAT found Stonefield Query much simpler and more powerful than ACT!'s reporting tools.

Read on →
 

Veracity Credit Consultants - Financial Services - Small

Denver, USA

Stonefield Query for GoldMine helped Veracity Credit Consultants simplify report creation. Before, staff needed IT help and spent days making... reports. Now, employees run and schedule reports on their own. Security features control access to sensitive data. The tool lets them track productivity and callbacks, closing workflow gaps. Processing times dropped, and business flow improved. Veracity uses Stonefield Query daily for all GoldMine reporting needs.

Read on →

Beene Garter - Financial Services

Stonefield Query for GoldMine helped Beene Garter, a financial services firm, solve their reporting problems after switching to GoldMine. The team found... GoldMine's built-in reporting tools too hard to use. Stonefield Query for GoldMine made it easy for them to create mail merges, client reports, and tax audits. Ten employees learned the software quickly. Now, Beene Garter uses Stonefield Query for GoldMine for 99% of their reporting needs.

Read on →

Active Money Management - Financial Services

Stonefield Query for ACT! helped Active Money Management, a financial services firm, solve reporting challenges after switching to ACT!. The... built-in ACT! report writer was too confusing and did not meet their needs. Stonefield Query offered easy-to-use, flexible reporting for client status and project management. The IT coordinator could quickly create and modify reports by business unit, product, and priority. The company found the software intuitive and user friendly, making reporting much easier.

Read on →

Construction Case Studies and Customer Success Stories with Stonefield Query

 

Brighter Mechanical Limited - Construction - Medium

Richmond, Canada

Stonefield Query for BusinessVision helped Brighter Mechanical Limited solve complex reporting challenges. The company struggled with Crystal Reports, which was... hard to use and slow to deliver needed job costing reports. Stonefield Query made it easy for staff to create and modify reports without consultants. Brighter Mechanical used the tool to build multi-year job costing reports, improving budgeting and quoting. The company became more profitable and now provides better service to clients.

Read on →

United Structural Systems Ltd., Inc. - Construction

Stonefield Query helped United Structural Systems Ltd. , Inc., a small foundation repair contractor, improve their use of the ACT...database. Before Stonefield, they needed a full-time employee just to manage reports and keep sales reps updated. Stonefield automated report generation and notifications, saving time and reducing staff needs. This allowed office staff to focus on new marketing strategies and grow the business. Over five years, the company saved about $300,000 thanks to Stonefield Query.

Read on →

Hospitality Case Studies and Customer Success Stories with Stonefield Query

 

Realstar Hospitality - Hospitality - Medium

Toronto, Canada

Realstar Hospitality struggled with GoldMine's reporting tools, which were hard to use and lacked depth. They needed a simple way... to create detailed reports without hiring programmers. Stonefield Query for GoldMine solved this by letting staff easily set up, customize, and schedule reports. The tool made reporting fast and reliable, helping Realstar use GoldMine to its full potential. Staff now edit and deliver reports automatically, saving time and effort.

Read on →

Events Services Case Studies and Customer Success Stories with Stonefield Query

 

Skyline Displays Colorado - Events Services - Small

Centennial, USA

Stonefield Query for GoldMine helped Skyline Displays Colorado solve reporting challenges with their CRM. Before, sales staff had to manually... enter reports and data was hard to access. After using Stonefield Query, Hunter Clark could quickly design reports and view information on demand. Sales meetings now include clear numbers and activity reports. The team spends less time on manual tasks and more time on sales calls. Skyline Displays Colorado can now track tradeshow attendance and customer details easily.

Read on →

Food & Beverages Case Studies and Customer Success Stories with Stonefield Query

 

Big Geyser - Food & Beverages - Medium

Maspeth, USA

Stonefield Query for AccountMate helped Big Geyser, a major beverage distributor in New York, replace Crystal Reports. Before, report creation... was slow and required IT help. After switching, employees could quickly create and edit reports on their own. Overtime dropped, and staff could track sales and customer activity easily. The company now uses daily reports to monitor product performance and plan sales.

Read on →

Non-Profit Organization Management Case Studies and Customer Success Stories with Stonefield Query

 

The Connection for Women and Families - Non Profit Organization Management - Small

Summit, USA

Stonefield Query for AccountMate helped The Connection for Women and Families in Summit, NJ, solve complex reporting challenges. Their old tools... were hard to use and could not filter or join data across tables. With Stonefield Query, Sue Andersen quickly learned to create mailing lists, financial, and membership reports. She now exports data easily and saves significant time. The software upgrade made reporting simple and accurate for this nonprofit organization.

Read on →

Restaurants Case Studies and Customer Success Stories with Stonefield Query

 

XPIENT Solutions - Restaurants - Medium

Charlotte, USA

XPIENT Solutions replaced Crystal Reports with Stonefield Query for HEAT to solve reporting issues after a system upgrade. The help desk... team can now generate reports instantly for clients, improving customer service and communication. Over sixty report templates were created, and more than forty reports are sent daily. Clients now receive daily reports for free, which sets XPIENT apart from competitors. The solution is easy to use and has increased client loyalty.

Read on →

Design Case Studies and Customer Success Stories with Stonefield Query

 

Gillespie Graphics - Design - Small

Wilsonville, USA

Stonefield Query for GoldMine helped Gillespie Graphics solve reporting challenges. Before, their team struggled to create custom sales reports and... mail merges in GoldMine. After switching, they quickly built detailed sales forecasts and automated report delivery. The sales team now tracks pipeline stages and sales activities weekly. This made their sales process more effective and improved access to business data.

Read on →

Insurance Case Studies and Customer Success Stories with Stonefield Query

 

DI Broker - Insurance - Small

Lake Oswego, USA

Stonefield Query for GoldMine helped DI Broker solve complex reporting needs across departments. The insurance wholesaler needed a simple tool... for data mining and report writing. GoldMine's built-in reports were too hard to use. Stonefield Query made it easy for all staff to create and share reports. Now, every department can access the reports they need. DI Broker relies on Stonefield Query for all their reporting tasks.

Read on →

Government Administration Case Studies and Customer Success Stories with Stonefield Query

 

LOGIS - Government Administration - Medium

Minneapolis, USA

Stonefield Query helped LOGIS, a Minneapolis-based government consortium, solve their data mining and reporting challenges. LOGIS needed an ad-hoc query... tool that worked across complex networks and was easy for all users. Stonefield Query's customized solution integrated seamlessly and required only half a day of training for over 260 end-users. LOGIS found the tool cost-effective and now recommends it as their only reporting solution. The software enabled both IT experts and novices to create daily reports with ease.

Read on →

Marketing and Advertising Case Studies and Customer Success Stories with Stonefield Query

 

Charles Tombras Advertising - Marketing And Advertising - Medium

Knoxville, USA

Stonefield Query for ACT! helped Charles Tombras Advertising automate complex report creation. Before, staff spent hours making reports by hand,... often with errors. With Stonefield Query, they now pull detailed data from ACT! and generate reports in minutes. This reduces mistakes and saves time. The team can focus on business growth instead of repetitive tasks. Valerie Fields, director of trade advertising, says the software delivers exactly what they need.

Read on →

Manufacturing Case Studies and Customer Success Stories with Stonefield Query

 

Lawrence Pumps Inc. - Manufacturing - Medium

Lawrence, USA

Lawrence Pumps Inc. needed a simple reporting solution for SalesLogix. Their IT team lacked the advanced skills for Crystal Reports.... They tried Stonefield Query for SalesLogix and quickly learned to use it. The tool let them create sales and marketing reports for staff without SalesLogix access. These reports help manage sales activities and plan opportunities. Lawrence Pumps has used Stonefield Query since 2004 and upgraded as new features were released.

Read on →

Information Technology and Services Case Studies and Customer Success Stories with Stonefield Query

 

Crimestar Corporation - Information Technology And Services - Small

San Jose, USA

Stonefield Query helped Crimestar Corporation solve a major reporting challenge. Crimestar needed a data mining and reporting tool that worked... with both Visual FoxPro and SQL Server. Stonefield Query was the only solution that could link codified tables and provide easy ad-hoc queries. Crimestar now uses Stonefield Query as the official reporting tool in all its software. The tool improved reporting quality and efficiency for law enforcement agencies using Crimestar RMS.

Read on →