Monograph Implementation andManaged Services Case Study
Situation Monograph was facing challenges with poor lead acquisition and bad data quality. The salesteam struggled to identify and track potential customers. The marketing team had difficultyanalyzing customer information to inform their campaigns. And the leadership team wasinexperienced and had little knowledge about how to effectively implement or manageSalesforce, the company’s chosen CRM platform. The […]
Coast Credit Card Application CaseStudy
Situation A payment processing company routinely processes an average of 50 service applications eachday, with these applications serving as their primary source of inbound leads. The company’ssales team faces considerable difficulties in promptly identifying and following up on theseapplications. As a consequence, response times to these leads are significantly extended,resulting in a tangible loss of […]