CRM Consulting and SI
$10,000 to $49,999
Feb. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their follow-up, strong CRM skills, and specialization in the financial sector were all important to us."

Jun 16, 2025

CEO, Drucker Wealth Management

Lisa John

Financial services
Cheektowaga, New York
11-50 Employees
Online Review

Top Customer Service provided CRM consulting services for a financial advisory firm. They helped set up a CRM system to streamline the client's internal processes, including communication and data management.

Thanks to the new solution, the client improved their customer onboarding, resolution times, customer satisfaction, communication, and operational efficiency. Top Customer Service utilized their knowledge and technical expertise to deliver a high-quality product that aligned with the client's goals.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Drucker Wealth Management

Describe what your company does in a single sentence.

We provide client financial planning, investment and advisory services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Customer Service to accomplish?

We hired Top Customer Service to improve customer engagement, streamline communication, and boost client retention through efficient support

SOLUTION

How did you find Top Customer Service?

Online Search

Why did you select Top Customer Service over others?

High ratings

How many teammates from Top Customer Service were assigned to this project?

2-5 Employees

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

We engaged Top Customer Service to help us get maximize the potential, we are delighted as our CRM has become easier Client communication, and over all data flow is better than ever to better customer service.

RESULTS & FEEDBACK

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

The project included CRM system review & selection, workflow automation configuration, data migration, user training, and designing of customer segmentation to improve client engagements & operational efficiency at all departments.

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

Our customer onboarding became quicker, our resolution times were better and our colleague collaboration was stronger. There was also a marked improvement in consumer satisfaction and more efficient system of communication between departments.

What was your primary form of communication with Top Customer Service?

Email or Messaging App

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

Their follow-up, strong CRM skills, and specialization in the financial sector were all important to us.

Are there any areas for improvement or something Top Customer Service could have done differently?

Better onboarding materials and user introduction training in the early days may have helped many of our tech-challenged team members prepare for the transition

RATINGS

5.0

Business Entity Name	Top Customer Service Ltd
Source	Companies House
Jurisdiction of Formation	United Kingdom
Date of Formation	June 23, 2025
Status	Active
Last Updated	June 24, 2025
ID	16534606

International Credit Risk Assessment	Moderate Risk
Source	Creditsafe
Last Updated	July 11, 2025

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