Liphatech Takes Proactive Approach to CRM with Ledgeview Partners

Liphatech Takes Proactive Approach to CRM with Ledgeview Partners

Prior to connecting with Ledgeview, Liphatech had been working with consultants that were “causing more trouble than [they were] helping.”

Though they had attempted to implement their CRM system five years prior to connecting with Ledgeview, they were unable to find the administrative power they were looking for to use Microsoft Dynamics 365/CRM in its full capacity.

When Ledgeview came into the picture, Liphatech found the leader and coach they were looking for in a partner.

Ledgeview helped the Liphatech team feel empowered through their CRM system, instead of discouraged like with previous experiences.

As a leading manufacturer of rodenticide, pesticides formulated to kill rodents, Liphatech’s IT Manager, Nathan Zuercher, said the company’s major needs with a partnership were to create a well-designed marketing automation system, and more defined forms and reports.

Liphatechs’ state-of-the-art U.S. facility opened for the first time in Milwaukee, WI, in 1987, but their roots stretch back to France in 1946.

At the time, Liphatech was a pharmaceutical business known as Lipha, and focused their research on the treatment of heart patients.

They transformed their business model throughout the 60s, 70s, and 80s to shift focus on rodenticide after discovering three active ingredients to control their formula.

Liphatech found a partner in Ledgeview to help bring them into the 21st century of Customer Relationship Management.

Continued education with Ledgeview allowed for their CRM solution to thrive.

Ledgeview provided support and education to Liphatech with ease and comfort, helping them to increase user efficiency, gain more customer information to utilize to drive sales, and become comfortable and confident using Microsoft Dynamics 365/CRM to leverage their everyday business practices.

Liphatech is an explorative company, always looking for new things to enhance their business.

With Ledgeview and Microsoft Dynamics 365/CRM, this made analyzing new market trends to see how they could incorporate them into their own marketing strategies a whole lot easier.

Research and customer analyses are extremely visible and accessible to administrators and employees.

“Ledgeview has been in our system, knows our business well, and gets to know where we’re at with the employees in the company, what our experiences are, where we’re going and where we’re not,” Zuercher says.

“Obviously there are things we do that aren’t always correct, but Ledgeview helps us understand how to adhere to standards. They have been a big help in that way.”

Ledgeview has made a significant impact on the business structure of Liphatech.

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Liphatech Takes Proactive Approach to CRM with Ledgeview Partners

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