Financial Business Boosts Revenues and Efficiency

This company prides itself on providing a dedicated Client Service Manager to work closely with consumers and provide a high level of customized service specific to their situation. In 2014, the founders were ready to transform their 10-year-old business by driving sales and productivity.

The main issues were inefficiencies with the legacy client database and telephony system.“We realized that the existing phone system and CRM software was not capable of handling the growth we were anticipating,” said the company’s Co-Founder.

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