What was the scope of their involvement?
They developed new features and integrated new functionality into the CRM system. Microsoft Dynamics CRM is meant to be customized and while we did leverage a lot of out-of-the-box functionality, they were instrumental in developing new reports and other system implementations tied to performance, marketing, and automation.
What is the team composition?
We had five people actively engaged in the largest part of the project, including a project manager, an infrastructure lead, a sales process lead who liaised with our internal team, a sales account executive, and a development manager.
How did you come to work with Ledgeview Partners?
We considered other firms and got started with one, but quickly discovered they weren’t the right fit for our needs. I looked at the market and found that Ledgeview was always at the top. I started a conversation with them and it was clear that they excelled in all the areas we wanted.
They felt like a good partner and were very collaborative. They also quickly educated themselves on our status and took over the work we started with the previous company. The whole process was effortless.
How much have you invested with them?
We spent about $50,000 on their services.
What is the status of this engagement?
We started working with them around January 2017. The bulk of their work was finished within about 6–8 months. After the initial rollout, they continued to work with us in a support capacity.