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 was hired by a global manufacturing company to address the challenge of limited visibility in their sales pipeline. The company had been relying on individual sales representatives to manually track their opportunities, leading to a lack of consistent and comprehensive data. Ledgeview developed a tailored CRM system, integrating new features and functionality to provide a more global solution. The team of five, including a project manager and development manager, completed the bulk of the work within 6-8 months. The client invested approximately $50,000 in the project and found the collaboration with Ledgeview to be effortless and highly effective.
In another project, Ledgeview Partners was engaged by a credit union to create a more efficient data tracking system. Previously, the credit union had been using Excel spreadsheets, but needed a more comprehensive tool. Ledgeview built a customized program from scratch, designed to track packets sent out to members rather than traditional sales data. The credit union worked with a team of four from Ledgeview, including a program builder and trainer. The project lasted from July 2017 to April 2018 and the credit union found Ledgeview's work to be highly satisfactory, reflecting the positive experience of one of their subsidiary companies with Ledgeview in the past.