At Ledgeview Partners, our customers’ success is our success.

Englefield Oil’s vision for implementing a CRM system was clear from the start: to understand and get more customer information. Ledgeview offered the company “unique capabilities” other firms hadn’t, by connecting the company with a consultant who had years of experience within their industry to further build confidence and relatability in the partnership. It worked beyond expectations. Read the full case study here.

Endries International’s great record of accomplishment is amplified by its partnership with Ledgeview. Ledgeview helped the company boost their previously implemented Microsoft Dynamics 365/CRM system in order to effectively manage 600k+ SKUs the company inventories, and provide excellent customer and engineering support to their international customer base. Read the full case study here.

Liphatech, one of the world’s foremost manufacturers of rodenticide, partnered with Ledgeview to implement a CRM system that would provide more thorough customer information and meet the shifting, evolving needs of their clientele. Ledgeview boosted their previously implemented Microsoft Dynamics 365/CRM system with the administrative power they had been lacking. Coaching was a huge part of making this partnership successful. Read the full case study here.

Telmark Sales Solution, a niche sales and marketing consumer packaged goods brokerage firm, partnered with Ledgeview to implement a Salesforce CRM system. With a clear goal to adopt a system that would successfully meet the processes and personalities of each of their customers, by working with Ledgeview, Telmark exceeded their goals.  Read the full case study here.

Vital Decisions, a firm specializing in providing a personal approach to advanced illness decision making and support, harnesses the power of Microsoft On-Premise Dynamics CRM 2016 to enable its Specialists to help even more people in a more efficient and personal way. Read Full Success Story.

Technical Prospects logoTechnical Prospects, a leading supplier of refurbished and repaired parts for Siemens imaging equipment, chose Ledgeview Partners and Microsoft Dynamics CRM – Online to help them deliver even greater value to each client by gaining greater insight into their activity and needs. Read Full Case Study Here

Community Action Coalition for South Central Wisconsin, Inc., a public/private nonprofit organization dedicated to helping people achieve self-sufficiency, chooses Salesforce as its central database for Donor, Volunteer, and Participant information, enabling them to provide enhanced community support more consistently and more efficiently. Read Full Success Story

vitalware-logoVitalWare LLC, a leading provider of cloud-based technologies that help healthcare providers maintain accuracy and continuity in their documentation, coding and billing data, partners with Salesforce and Ledgeview Partners to increase organizational efficiency, access to customer data, and collaboration across departments. Read Full Case Study Here

Hampel Oil logoHampel Oil Distributors, Inc., a leading petroleum marketer based in Kansas, chose Ledgeview Partners’ CRM for Oil & Gas, powered by Microsoft Dynamics CRM, to consolidate their customer data, providing a clearer picture of their customers’ businesses and needs. Read Full Case Study

Sundyne logoSundyne recently transformed its business inside out with the Microsoft Cloud. Microsoft solutions including Dynamics CRM Online, Office 365, SharePoint, SQL and Azure connect Sundyne’s global customers and complex sales cycles—creating a unified customer experience and agile business. Read Full Case Study

ACPA LogoACPA – College Student Educators International, the leading comprehensive student affairs association that advances research and scholarship, and their translation into the professional practice of student affairs on campuses, joined with Ledgeview Partners to build a new Association Management System (AMS) using Salesforce as the system’s foundation. Read Full Case Study Here

CaptureCummins-Wagner, a large distributor of industrial and mechanical equipment, selects Ledgeview Partners to help them implement a complete security overhaul for their Microsoft Dynamics CRM system. Read Full Case Study

BemisLogoCMYKBemis Manufacturing, the largest toilet seat manufacturer in the world, expands it usage of Microsoft Dynamics CRM to help its wholesale division gather and analyze customer and competitor intelligence, harnessing the power of data to improve its products, manufacturing processes, and customer experience. Read Full Case Study

Kellerstrass Oil Logo Reflex BlueU, 871 UKellerstrass Oil, a leading petroleum marketer based in Utah, chose Ledgeview Partners’ CRM for Oil & Gas powered by Microsoft Dynamics CRM, to help visualize their pipeline in real time, increase their closing ratio on opportunities, and coach their newly formed sales team on how to strengthen their relationships with customers. Read Full Case Study

High-res logoPowell Fabrication & Manufacturing, a leading provider of equipment for the production, dilution, and handling of chemicals such as chlorine, sodium hydroxide, sodium hypochlorite, and sulfur dioxide, had no system in place to help them track and prioritize incoming leads, or manage their quoting process efficiently. They chose Microsoft Dynamics CRM and Ledgeview Partners to help them fix that. Read the full success story here

LIFT Logo LargeLIFT USA, a nonprofit dedicated to helping youth from extremely impoverished families in India, looks to Ledgeview Partners to help them leverage Salesforce to consolidate years of donor data and contact information to start building deeper, stronger relationships with their supporters. Read Full Case Study


Carson, a leader in the petroleum business, chooses Ledgeview Partners’s CRM for Oil & Gas as their primary tool for consolidating customer data, driving strategic decisions, and enabling collaboration across its many divisions. Read Full Case Study Here

St Norbert College


One of America’s best liberal arts colleges chooses Ledgeview Partners and Salesforce to build a top-notch online enrollment application process for their new MBA program. Read the full case study here

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The nation’s first, and largest, food redistributor partners with Salesforce and Ledgeview Partners to consolidate its customer data, streamline its sales processes, and spur adoption of best practices across its vast sales force. Read the full case study

BOSS Snowplow and Dynamics CRM

As BOSS SNOWPLOW continues to grow as a market leader, there was a growing need for consolidation and automation of customer data systems.  Prior to selecting Ledgeview Partners to implement Dynamics CRM, customer data was saved & managed by multiple departments with numerous methods of reporting and updating information. Read the full case study.

Ortho Molecular

Ortho Molecular required a CRM that would enforce a sales process and empower the sales reps to do their job faster and better than ever before – They found it with Dynamics CRM. Read the full case study. 

Gaubert OilWith Microsoft Dynamics CRM and Ledgeview Partners, Gaubert Oil was able to seamlessly integrate its operation, sales and customer service efforts and streamline their business approach. Read the full case study.

Illinois Soybean AssociationWith the guidance of Ledgeview Partners and CRM, the Illinois Soybean Association has focused and streamlined their business approach to deliver their message efficiently and effectively. Read the full case study. 

BernardsUsing Microsoft Dynamics CRM and Ledgeview Partners, Bernards are reaching new heights by targeting building opportunities and proposals to zero-in their business practices.  Read the full case study.

nTelos WirelessOn a recommendation from CDW, nTelos Wireless calls upon Ledgeview Partners to customize Microsoft Dynamics CRM to centralize and manage 65 Mid-Atlantic retail locations. Read the full case study.

Carter’s, the leading brand of children’s clothing, gifts and accessories in America needed their Customer Affairs Division to gain visibility, improve productivity and achieve efficiencies – they found all three (and more) with Microsoft Dynamics CRM and Ledgeview Partners. Read the full case study.

Alexis Oil CompanyStruggling to achieve success with, Alexis Oil shifted gears and turned to Ledgeview Partners’ CRM for Oil and Gas solution powered by Microsoft Dynamics CRM and the results have been nothing short of phenomenal. Read the full case study.

Ledgeview Partners took the time to understand our processes, our company, and what we needed.

Andy Winkelman, Ortho Molecular Company