CASE STUDY: Caplugs Plugs into CRM to Transform their Business with Ledgeview Partners and Microsoft Dynamics

Image Courtesy of Caplugs

Looking at the end of the calendar year, important questions came up that encouraged Caplugs’ leadership to reassess their technology.

They were facing three critical challenges they could not fully solve with what they had:

1. Limited Sales Pipeline Visibility
2. Better ways to document and visualize data to make their processes “portable”
3. Identifying why they were winning or losing Opportunities

After evaluating a few CRM solutions, Anthony Darden, Director of IT at Caplugs, and Jeff Conrad, Sales Operations Manager at Caplugs, decided on Microsoft Dynamics CRM for the customization and synergy the system provided their organization.

Time-savings, budget, and usability were also huge factors that led them to decide on Ledgeview Partners and Microsoft Dynamics.

What Caplugs particularly liked about working with Ledgeview from the start of their CRM project, was Ledgeview’s holistic business approach.

Caplugs’ leadership wasn’t looking for a “jack of all trades, master of none” partner, but one that could address their overall needs.

“The talent was obvious, and the communication I got at Ledgeview was excellent from the start,” Darden says.

“I don’t look at Ledgeview as just another vendor to our business, but rather a partner. What’s a breath of fresh air for us is knowing we’re in capable hands and that an idea will get flushed out and grow organically with Ledgeview. It’s not a binary process, but rather a process of evaluation and evolution.”

Darden confirms that deadlines and design goals were met at Ledgeview.

Ledgeview Partners has also helped Caplugs implement a marketing automation software that contributes to their overall business goals to reach their customers in more effective ways and become smarter sellers.

With Ledgeview Partners and Microsoft Dynamics, Darden says, “when we win, we know why we won and what we’re doing a great job at because of CRM; and, when we lose, we know what we need to re-think and become smarter sellers.”

Image Courtesy of Caplugs

Ledgeview has helped Caplugs identify problems they didn’t even know they had, saving the Caplugs team a lot of time and user headaches.

“I definitely recommend working with Ledgeview,” Darden says.

“I don’t think anyone’s a 10 out of 10, but Ledgeview is pretty close. They have seasoned and experienced professionals serving a specific purpose. They have dedicated infrastructure, training, and marketing teams, among others. I can’t speak enough to the value they bring.”

Throughout the project and partnership, Caplugs has enhanced their sales strategies to create more effective day-in and day-out processes. Among other valuable outcomes, users embrace the technology and continue to uncover its expansive value.

Caplugs is happy to be able to manage their sales funnel with CRM, keep track of customer information, quote close rates, calls, emails and much more.

Ledgeview continues to be a collaborative partner for their team.

Caplugs is committed to their CRM system and partnership with Ledgeview that makes their business transformation complete.

Read the entire success story here.