CRM Consulting Services for Financial Consulting Company
- API Development CRM Consulting and SI Other Marketing
- Confidential
- Mar. - Aug. 2023
- Financial services
- Pasadena, California
- 1-10 Employees
- Online Review
A financial consulting company hired IOA Digital to streamline workflows and automate repetitive tasks. The team implemented integration software and automated everything from lead generation to CRM updates.
Thanks to IOA Digital's efforts, the client saw a low error rate and a significant improvement in client relations. They were responsive to the client’s needs and communicative through virtual meetings, emails, and messaging apps. Overall, they stood out for their flexibility and professionalism.