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ACT! CRM Customers Discuss How Platinum CRM Consulting and using ACT! Helped Their Businesses


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We Have GREAT Customers!

For over a decade Platinum CRM Consulting has worked closely with a variety of customers tailoring their CRM software solution to meet business objectives.  Below lists of a few of our customers and their testimonials of how we have helped them with their CRM and how CRM has helped their businesses.


Company Featured: Charter Capital

Industry Sector: Business Services
Platinum CRM Consulting Customer: Since 2003

Organization Overview: Charter Capital is a family-owned equipment finance company. Since 1977, the commercial finance firm has been providing clients with customized financing solutions for their equipment and technology acquisitions at competitive rates.

Key Business Benefits: As a highly sales driven organization, Greg Miller, partner of Charter Capital, explains how ACT! provides the functionality to maintain customer relationships at a much lower cost than competing solutions, such as Goldmine and Beyond a standard contact management solution, ACT! is easily customized to fit the needs of their sales force and organization by incorporating specific client information, such as the Dun & Bradstreet Credit Scoring Report®. Seamless integration with Microsoft® Outlook® and customized email templates allow Charter Capital to direct communication and marketing campaigns at specific clientele depending on industry or vertical. With ACT!, Charter Capital is able to effectively manage its sales forecast and as a result, knows where the business stands on any given day.


Company Featured: First Insurance Corporation
Industry Sector: Management Services
Platinum CRM Consulting Customer: Since 2001

Organization Overview: First Insurance Corporation (FIC) is a multi-state marketing organization representing health insurance carriers and agents in the health insurance industry. As a full-service managing general agency, FIC provides product training, field underwriting, claims resolution, marketing support, and policy service assistance.

Key Business Benefits: Serving as the liaison between insurance agents and insurance companies, FIC must accomplish the challenging task of effectively maintaining strong relationships through seamless communication. Tara Dewane, Marketing Director of FIC, details how the integration of ACT! with Microsoft Outlook has increased efficiency and allowed the business to be completely paperless. FIC is able to deliver tailored, multi-state e-marketing campaigns to customers using five highly customized ACT! databases with 50,000 contacts each. Using ACT! for over 11 years, FIC is able to stay above the competition as ACT! continues to grow with the business each year.


Company Featured: Superior Cleaning Equipment
Industry Sector: Wholesale Trade - Durable
Platinum CRM Consulting Customer: Since 2007

Organization Overview: Superior Cleaning Equipment is a dealership for industrial cleaning and environmental equipment systems. The company is best known for a reliable, high quality product line, a superior service center, the largest parts inventory in the U.S. Southwest, and strong use of technology.

Key Business Benefits: Acquiring the company with no existing contact management solution, Greg Sprunk, President of Superior Cleaning Equipment, quickly adopted ACT! to replace the cumbersome note-card system. Increased productivity with ACT! allows the business to employ half of the sales staff necessary if ACT! was not in place. ACT! enables management to effectively direct its sales staff by being able to view the daily performance of each representative. A centralized database allows for easy access to all relevant customer materials, such as site plans, images of locations, and quotes, necessary to expedite and close sales deals. Integration with Sage BusinessWorks allows sales representatives to increase customer satisfaction, efficiency, and profitability by having direct access to all important accounting information.



An owner, executive, professional or entrepreneur with multiple business challenges:

Managing Data - It's Everywhere
Not Sharing Information
Ineffective Communications

Obstacles Disrupt the Growth of Your Business
ACT CRM - Remove the Obstacles to Grow Your Business


A family owned CRM consulting company, since 1999, who understand the value of relationships and named:



We can implement an ACT! CRM solution for your business that will:

Improve Customer Satisfaction
Increase Productivity
Reduce Costs
Boost Profits

Remove the Challenges to Grow Your Business
ACT CRM - Get Your Sales, Marketing and Customer Service In Sync


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