Ledgeview Partners
visit site- Undisclosed
- 50 - 249 employees
- Appleton, WI
Ledgeview Partners is an Appleton, Wis. based consultancy that has been in operation since 2007. Their team of 58 assists clients with CRM consulting & SI, business consulting, and market strategy.
Client Insights
Industry Expertise
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Client Size Distribution
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Common Project Size
$50K-$199K 1 project
Clients
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Highlights from Recent Projects
Ledgeview Partners successfully completed a CRM consulting and development project for a global manufacturing firm. The client was struggling with limited visibility in their sales pipeline and sought a comprehensive and portable CRM system. Ledgeview Partners developed new features and integrated new functionality into their existing Microsoft Dynamics CRM system. The project involved the active engagement of five people, including a project manager, an infrastructure lead, a sales process lead, a sales account executive, and a development manager. The work was completed in 6-8 months and cost the client around $50,000. The client expressed satisfaction with Ledgeview's collaborative approach and ability to grasp their needs quickly.
In a separate project, Ledgeview Partners developed a custom CRM system for a credit union's compliance department. The client needed a tool that could track more data and consolidate all their information in one place. Ledgeview Partners built a program from scratch based on the client's requirements and helped them input a year's worth of data into the system. The project involved four people from Ledgeview Partners and lasted from July 2017 to April 2018. The client was pleased with the outcome and appreciated Ledgeview Partners' efficient work process.