Ledgeview Partners

Introduce your business and what you do there.

I’m the assistant manager of operations for a credit union’s compliance department.

What challenge were you trying to address with Ledgeview Partners?

We wanted one tool to help us track more data and keep all of our information in one spot. We’d been using Excel spreadsheets and needed something better.

What was the scope of their involvement?

Ledgeview Partners built a customized program based on our needs. Instead of a traditional CRM tool that tracks applications and sales, we wanted ours to track packets that we send out to members. They took our requirements and built the program from scratch. We then did a huge data dump to input a year’s worth of data into the system.

What is the team composition?

We worked with four people: one to build the program, one to train us on it, and two to be account managers.

How did you come to work with Ledgeview Partners?

One of our subsidiary companies had used Ledgeview Partners before and had a great experience, so we hired them.

What is the status of this engagement?

This project lasted from July 2017–April 2018.

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

We’ve received great internal feedback on the system, and users say it’s a fantastic hub that stores all the information they need. It’s a lot better than having to access numerous separate spreadsheets. It’s much easier to use and streamlined our workflow.

How did Ledgeview Partners perform from a project management standpoint?

Initially, we had a lot of phone calls to determine exactly what we wanted from the software. They told us what would and wouldn’t work and helped us understand how to accommodate certain needs. We mainly met through GoToMeeting and over the phone.

What did you find most impressive about them?

They were accommodating and listened to our needs. They then tailored the product to our expectations.

Do you have any advice for future clients of theirs?

Compile a wish list and figure out what you want before you engage with them. It’ll make things run much smoother.

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.