Wintec Group Inc.

Wintec Group Inc. was hired by Pyvot, a company that imports and distributes products to biotech, pharma, and medical device companies, to assist with the migration from Microsoft Business Contact Manager to Maximizer. Wintec was chosen due to their proximity, culture fit, cost value, and aligned company values. The project involved the migration, configuration, and training aspects, with a single Wintec employee assigned to the project. The result was a quick start in the new CRM, with all existing data properly mapped. Wintec also helped set up the system for both sales and marketing to work together, concluding with training in campaign marketing that Pyvot continues to use regularly.

In another project, Wintec Group Inc. was engaged by Corning Data International, an IT Consultancy firm, to improve user adoptions of their CRM, automate sales pipeline reporting, and build consistent processes across the sales team. Wintec was selected based on their culture fit, referral, and positive Clutch review. The project required a significant shift in culture and considerable training and configuration. With Wintec's CRM knowledge and experience, Corning Data International was able to utilize the native features of the CRM to deliver consistent reporting, manage the processes defined by the executive team, and greatly increase adoption. This project was also handled by a single Wintec employee, showing the company's ability to deliver high-quality results with a lean team.