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 Salesforce.com. 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
Company Featured: First Insurance
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
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
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
An owner, executive,
professional or entrepreneur with multiple business
Managing Data -
It's Everywhere Not Sharing Information Ineffective Communications Redundancy
Obstacles Disrupt the
Growth of Your Business
owned CRM consulting company, since 1999, who
understand the value of relationships and named:
TOP PARTNERS &
We can implement an ACT! CRM solution for your