Strong CRM

BACKGROUND

Please describe your company and position.

I am the Owner of Wreck Check Atlanta

Describe what your company does in a single sentence.

Wreck Check Atlanta provides independent diminished-value and total-loss appraisals to help accident victims secure the full compensation they deserve.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strong CRM to accomplish?

• Centralize Lead Management
• Automate Follow-Ups
• Standardize Workflows

SOLUTION

How did you find Strong CRM?

Salesforce

Why did you select Strong CRM over others?

• Good value for cost
• Good Communication

How many teammates from Strong CRM were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Centralize Lead Management: Consolidate all incoming inquiries—from web forms, text messages, and phone calls—into a single dashboard so no prospect falls through the cracks.
Automate Follow-Ups: Set up automated reminders and drip campaigns to ensure timely outreach and engagement at every stage of the appraisal process.
Standardize Workflows: Create consistent pipelines for diminished-value and total-loss claims, reducing human error and onboarding time for new team members.
Gain Real-Time Insights: Leverage customizable reporting dashboards to track conversion rates, average case value, and sales cycle length—so we can spot bottlenecks and optimize performance.
Improve Client Experience: Integrate email, SMS, and document uploads directly into StrongCRM, giving clients a seamless, one-stop portal for their appraisal needs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Faster Lead Response:
– Average lead-response time dropped from 24 hours to under 2 hours, boosting first-touch engagement by 92%.
Higher Conversion Rate:
– Qualified lead-to-appraisal conversion climbed from 25% to 35%—a 40% relative increase in paid cases.
Increased Case Volume:
– Monthly completed appraisals rose from 50 to 75 cases, a 50% jump, thanks to automated intake and reminders.
Greater Revenue Per Case:
– Average recovery per client increased from $3,200 to $4,100, lifting total monthly revenue by over 25%.
Reduced Manual Work:
– Automated workflows eliminated 10+ hours/week of manual data entry and follow-up tasks.
Improved Visibility & Accountability:
– 100% of team members adopted the new dashboards; we now run weekly “pipeline health” meetings using real-time reports.
Enhanced Client Satisfaction:
– Post-claim survey scores rose from 4.2★ to 4.7★ out of 5, driven by faster communication and a smoother document-upload experience.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

StrongCRM managed our implementation with a disciplined, milestone-driven approach—and they consistently delivered on schedule. From the very first kick-off call they:

Set Clear Milestones: They broke the project into weekly sprints (discovery, configuration, integrations, etc.), each with defined deliverables and acceptance criteria.
Proactive Communication: We had standing 30-minute check-ins every Monday to review progress, surface blockers, and re-prioritize as needed. They used our shared Slack channel and Jira board for real-time updates.
On-Time Delivery: Every key component—from sandbox configuration to data migration to reporting dashboards—arrived within the agreed sprint window. When a small integration glitch came up, they flagged it immediately and provided a workaround within 24 hours, then a permanent fix within the next sprint.
Flexible & Responsive: As our intake process evolved, they handled last-minute change requests (e.g. adding a new “Photos Only” stage) without derailing the timeline. Their support team was available by email or Slack, and turnaround on tweaks was typically under four hours.
Continuous Feedback Loop: At the end of each sprint, they delivered a demo, gathered our feedback, and rolled any adjustments into the following week’s plan—keeping us fully aligned and avoiding surprise delays.
In short, StrongCRM’s project management blended structure and agility: they hit every deadline, communicated transparently, and adapted swiftly whenever we needed something tweaked or expanded.

What was your primary form of communication with Strong CRM?

Virtual Meeting

What did you find most impressive or unique about this company?

Truly Tailored Workflows: They didn’t shoehorn us into a generic pipeline—every stage, field, and automation was built around Wreck Check Atlanta’s unique diminished-value and total-loss processes.
Responsive, “Customer-First” Support: Whether it was a late-night Slack message or an urgent phone call, their team answered within hours and often delivered a fix the same day.
Seamless Integrations: From our website forms to Square payments and SMS gateway, they connected every tool we use into one unified system—no more manual imports or clunky workarounds.
Agile Project Management: Their sprint-driven approach, with weekly demos and feedback cycles, kept us locked step-by-step and allowed us to pivot quickly whenever our priorities shifted.
Rich, Real-Time Reporting: Few CRMs offer the level of dashboard configurability we got—suddenly our KPIs were visible at a glance, and we could slice data however we needed without waiting on IT.
Together, those elements made StrongCRM feel less like a “vendor” and more like an embedded partner invested in our success.

Are there any areas for improvement or something Strong CRM could have done differently?

Deeper Out-of-the-Box Templates

While StrongCRM’s flexibility is a major asset, having more industry-specific starter templates for claims workflows (e.g., standard diminished-value sequences) would speed up initial setup.
Expanded Self-Serve Documentation

Their knowledge base is solid, but adding more video walkthroughs or interactive guides—especially around complex automations—would help new users get up to speed faster without relying on support.
Tiered Support SLAs

All requests are handled quickly, but offering tiered service-level agreements (e.g., guaranteed 1-hour vs. 4-hour responses) might give larger clients more confidence in critical, time-sensitive fixes.
Sandbox Data Refresh

It would be useful to allow periodic refreshes of the sandbox with anonymized production data, so we could test new automations against real-world scenarios without manual uploads.
User Onboarding Checklists

A built-in, interactive onboarding checklist within StrongCRM—tracking progress through configuration, integrations, and training—would provide extra visibility for both admin and implementation teams.

BACKGROUND

Please describe your company and position.

I am the Director of Demand Generation of Janek Performance Group

Describe what your company does in a single sentence.

Janek Performance Group is a sales performance firm dedicated to helping clients across various sectors, sizes, and locations enhance their sales effectiveness and streamline their sales processes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strong CRM to accomplish?

• Lead Lifecycle Automation
• Executive Reporting
• SFDC + Hubspot Sync Issues

SOLUTION

How did you find Strong CRM?

Online Search

Why did you select Strong CRM over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Strong CRM were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We required assistance with a variety of projects, all related to data management and processes in Salesforce and HubSpot. These included sync issues, imperfect lead lifecycle management, a lack of clarity around key metrics, and the need to find a long-term partner for future customization and development related to our CRM.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The first project tackled lead lifecycle management. Strong CRM designed a plan that was discussed in detail with our team and executed over the course of a weekend to minimize disruption to our sales staff. This change now enables us to generate much more accurate reporting on lead conversion rates and to track the lifecycle of a lead as it progresses from being an MQL to an SQL before ultimately being converted.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All deadlines are consistently met throughout our business relationship. Communication occurs via Slack, email, or phone calls. Strong CRM delivers proposals and makes revisions based on our feedback. Easy.

What was your primary form of communication with Strong CRM?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Responsiveness, ease of collaboration, attentiveness to our concerns, expertise.

Are there any areas for improvement or something Strong CRM could have done differently?

None come to mind.

BACKGROUND

Please describe your company and position.

I was the former EVP of the company. 

Describe what your company does in a single sentence.

Cybersecurity

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strong CRM to accomplish?

• Transition from Microsoft CRM to Salesforce
• Create dashboards for sales and marketing

SOLUTION

How did you find Strong CRM?

Referral

Why did you select Strong CRM over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

What was the size of Strong CRM’s team?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Strong CRM was hired to help us move from Microsoft CRM to Salesforce. They worked with us to define the scope of the project as well as suggested several areas we could improve the outcomes of our sales and marketing outreach.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Strong CRM was able to make the move to Salesforce, create new dashboards for the CEO, sales and marketing teams and provide us with incredible support as we learned how to navigate the new CRM. Their managed services were great - always there when we had questions and provided strategic insight to everyone from the CEO down.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were very responsive, and the project was delivered ahead of schedule.

What was your primary form of communication with Strong CRM?

Virtual Meeting

What did you find most impressive or unique about this company?

For a small company, Strong CRM was incredibly responsive. They also delivered on what they said they would - often going above and beyond -holding trainings for the sales and marketing teams and teaching us all how to take advantage of various automations that made life much easier.

Are there any areas for improvement or something Strong CRM could have done differently?

No. They were easy to work with and streamlined our sales and marketing automation.

BACKGROUND

Please describe your company and position.

I am a Director at an information technology company

Describe what your company does in a single sentence.

Best in class technology platform that provides support to K-12 student throughout their academic journey and connects them to meaningful higher Ed and workplace opportunities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strong CRM to accomplish?

• Evolve Revenue Operations Technology Stack
• Advanced Analytics on Pipeline, Marketing Revenue Influence, Customer Health
• Efficiency in Service Operations

SOLUTION

How did you find Strong CRM?

Other

Why did you select Strong CRM over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Strong CRM were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Soltutioning key areas in: 

• Reporting on revenue sources, pipeline health andrevenue retention in CRM and BI 
• Building custom Salesforce apps to facilitate sales, CX use cases. 
• Overhauling lead management and pipeline management processes, technology and reporting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• DataHygiene 
• Lead velocity 
• Churn Risk Mitigation

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Healthy communication at all times and transparency via a sprint format

What was your primary form of communication with Strong CRM?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Thought leadership and collaborative partnerships. Approaches complicated tasksand daunting R&D projects with enthusiasm and creativity. Strong CRM is a comprehensive and innovative thought partner that directly impacts the bottom line. They make technology malleable to objective needs and support ideation as well as execute at a very high level consistently.

Are there any areas for improvement or something Strong CRM could have done differently?

No

BACKGROUND

Please describe your company and your position there.

I’m on the marketing team and responsible for email campaigns, social campaigns, and lead generation.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Strong CRM?

We needed to consolidate two CRM systems, introduce CRM workflows and reinforce our lead assignment rules to best support the sales team. We also needed help automating our marketing campaigns and funneling marketing data into our CRM for sales and marketing use.

SOLUTION

How did you select this vendor and what were the deciding factors?

We started working with Strong CRM and in the span of a few months we were able to automate many of our marketing campaigns, and automate lead assignment workflows.

Describe the project in detail and walk through the stages of the project.

Strong CRM helped us develop a multi-stage plan to execute. We started by migrating CRMs and then moved to building workflows and enhancing our CRM database. Finally we worked to automate our marketing campaigns and integrate those into our CRM.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with Nate directly for most of our engagement. He was very present, attentive and invested in our project.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our leads were up and we were able to increase our sales response time to new leads.

How effective was the workflow between your team and theirs?

Our communication was great. Strong CRM set up weekly meetings with additional on demand meetings as necessary. They gave deliverables on time and helped keep the project moving along.

What did you find most impressive or unique about this company?

Strong CRM was always available to answer questions and provide guidance. We could tell that their goal was to help us become self-sufficient.

Are there any areas for improvement or something they could have done differently?

For a small, growing company, they had the exact expertise and guidance that we were looking for. I look forward to seeing what they can do as they grow.