Here are just a few CRM case studies of how our clients have achieve success by upgrading and simplifying their sales process.

iWeb Assist

iWeb Assist required a very easy to use application that had direct integration with their websites for the automatic delivery of leads into their Marketing Optimizer account. There was a requirement that different permission levels would be offered for their users. [More…]

Leader One Financial

Leader One Financial needed a system that is like no other that we had built. Their requests started with the need to import over 300,000 leads in the beginning. In addition a fully functional email platform with the ability to attach secure documents to the emails. [More…]

Guardian Oil & Gas

Mullins and White Exploration needed a user friendly application that would be adopted as enthusiastically as possible by their sales rep, and had a few very specific technical requirements. These technical requirements included a complex integration with their legacy software, as well as the ability to capture and import leads from multiple sources. [More…]

Murray Insurance Agency

The immediate needs revolved around the ability to have a system that would delegate the leads to their Agents based on the state and zip they are located in. Leads are being captured from multiple sources and it was a requirement that we integrate with the lead providers so that there would be a seamless integration between Marketing Optimizer and the lead provider. [More…]

The Credit Card Solution

There was a immediate need to find one solution for all of their agents to access no matter the region. The ability for the software to integrate with their websites and capture leads from multiple sources was a must. After those leads were captured the next step was for them to be delegated in a automated fashion to their agents due to the region that the lead was located in. [More…]