Transforming Business One Relationship at a Time.

Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing, and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation.

Ledgeview Partners’ consultants combine savvy business intellect with the strong technical aptitude to provide solutions that extend well beyond software implementations.  It’s about building relationships, transforming business, and delivering phenomenal customer experiences.

Ledgeview Partners is a Microsoft Dynamics Gold Partner and a Salesforce Silver Consulting Partner.

50 - 249
Show all +
Appleton, WI
  • 14 Tri-Park Way
    Appleton, WI 54914
    United States
other locations
  • United States


Key clients: 
Ledgeview Partners Consultants work with a variety of businesses throughout different industries to address their individual marketing, sales, customer service, and CRM consulting needs.


Sort by

CRM Consulting & Dev for Manufacturing Firm

“They were the right partner for this project. We wouldn’t have succeeded without them.”

Willing to refer: 
The Project
$50,000 to $199,999
Jan. - Oct. 2017
Project summary: 

Ledgeview Partners took over from another company to complete a customized CRM system for a manufacturing firm. Using Microsoft Dynamics, they created new functionality to improve global sales knowledge.

The Reviewer
501 - 1,000 Employees
Buffalo, New York
Tony Darden
Director of IT, Caplugs
The Review
Feedback summary: 

Ledgeview took sales rep concerns into consideration and created an integral, user-friendly tool. They provided the right resources for the project and were collaborative partners. They identified and resolved issues and saved a lot of time and frustration.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.


Introduce your business and what you do there.

I’m Director of IT with a manufacturing company with locations around the world. We do product protection for over 50,000 unique items in a variety of industries.


What challenge were you trying to address with Ledgeview Partners?

We had limited visibility in the sales pipeline, which made it difficult to plan ahead. Each sales rep kept track of his or her own opportunities through manual spreadsheets. Since sales reps naturally transition in and out of companies over time, they took much of their product and customer knowledge with them. We needed a more global solution and wanted a granular, portable CRM system that outlined what worked well for us and what needed improvement.


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.


What evidence can you share that demonstrates the impact of the engagement?

There was some initial pushback from our sales team, either because they had bad past experiences with a CRM, they had never used the technology, or they were used to Salesforce or other solutions. Ledgeview took those sentiments and created a system that is user-friendly, fast, and a good tool. Now, the sales team relies on the system and has an easy time using it.

How did Ledgeview Partners perform from a project management standpoint?

They provided the resources that were best suited to the task or our needs. They were willing to put their best people forward and created conversations and collaborations with us to our advantage. They helped identify problems we didn’t know we had and saved us a lot of time and user frustration.

We had bi-weekly sprint sessions over the phone and would email regularly. They managed the project, documented everything, and provided status updates. The whole process worked really well.

What did you find most impressive about them?

We’ve learned a lot throughout this rollout. We had a rocky start before we engaged Ledgeview but they were the right partner for this project. We wouldn’t have succeeded without them. They have seasoned, experienced professionals who serve specific purposes and dedicated infrastructure, training, and marketing teams. It’s been a really good experience and I look forward to future projects together.

Are there any areas they could improve?

I can’t think of anything they should improve. We caught them at the right time and everyone was available to us. They were completely reasonable and we feel like we would have saved money had we gone to them first. They’re the best company we spoke to.

Overall Score It was a great experience. CRM is a tough solution to implement but you wouldn't know it working with their team.
  • 5.0 Scheduling
    They were on time and on budget.
  • 5.0 Cost
    Value / within estimates
    Their costs were a little higher than we’ve paid for other vendors, but you get what you pay for.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer