Our experience spans many business processes, technologies, and industries. Below are a few of our customer successes that exemplify our experience.

Customer Successes

Technologies Utilized

Referring physician relationship management for home health care provider.   Call-center marketing for event management; mission trip management; and major donor fundraising for a large religions ministry.    Quote-to-order and software renewal automation for a large software company.    Sales process and pipeline management for a high-tech electronics manufacturer.   EDI automation and integration for a specialty products distributor.   Global resource management for 1,400 oil field service technicians.   Web enablement / order management for a HR risk management firm.    Member, congregation, and ministry management for a religious convention

Other examples of our customer successes, by industry, include: 

Healthcare / Well-being / Insurance

·    Employee policy and claims management for a state insurance agency

·    Sales and marketing for medical training seminars

·    Customer and vendor management for insurance renewal processor

·    Prospect and pipeline management for health and fitness clinic

·    Referring hospice relationship management for durable medical equipment

·    Referring physician relationship management for physical rehabilitation clinics

·    Customer attendance management and website integration for yoga franchise

Not-for-Profit

·    Training sales and certification for a well-known, international aid organization

·     Membership management and renewal for a library services organization

·    Quote-to-order automation and customer portal for library software organization

·     Major donor and event management for a political think tank

·     Facility and event management for a historical museum

Energy / Oil & Gas Services

·     Land and lease management for a geological services company

·     Land lease, royalty, and employee management for an oil exploration company

Professional Services

·     CRM selection for a material reprocessing company

·     Technology readiness assessment for a management consulting firm

·     Pipeline management for a rebate processing company

·     Sales process management for a technology services firm

·     Customer service, time, and billing management for an IT outsourcer

·     Prospect and trip management for a luxury travel agency

Financial Services

·     National sales team contact management for education loan processor

·     Property and investor tracking for a real estate investment firm

·     Customer management for a insurance and financial services firm

·     Call center prospecting for a financial advisory company

·     Customer and vendor management for an equipment leasing company

Media & Entertainment

·     Media sales and contract management for a faith-based consulting firm

·     Ad and program campaign and contract management for national radio network

Software / High-Tech Manufacturing & Distribution

·     Sales and pipeline management for an office equipment distributor

·     Quote configuration; network, space, and power management for a data center

Industry Experience Highlights:

• Healthcare / Well being / Insurance
• Not-for-Profit
• Energy / Oil & Gas Services
• Professional Services
• Financial Services
• Media & Entertainment
• Software/ Manufacturing & Distribution

Place your cursor over the images below for more information