Maybe you already have a CRM in place, but you’re not happy with it. We would love to help. Even if your current CRM is a jumbled mess, we can set it up properly and train your staff so they can fully use it.

Are You Losing Valuable Data?

If you’re not using your CRM properly, you could be missing out on a lot.

  • Are you losing sales leads and missing out on new opportunities?
  • Is your support team missing past issues or conversations?
  • Does the majority of your team not know how to use your CRM?

If you answered yes to any of these questions, it is time to get your CRM audited.

CRM Audit

We start by running a diagnostic audit on your current CRM. Then we ask you what you need from your CRM and assist in setting it up to be a source of success for you, rather than a hindrance.

You Can Enjoy Your CRM

Whether you set CRM up yourself and want to improve it, or a firm implemented it and you’re dissatisfied, let us help. CRM is a beautiful thing. We want you to enjoy all it has to offer.

The success of a CRM system is in the people behind it, who are supporting, coaching and enhancing the customer experience. Ledgeview has been integral to the successful launch and continued growth in value that the CRM system adds here at Orion Energy Systems.

Girts Rubenis, Sr Manager - Sales IT, Orion Energy Systems