Case Study at Ledgeview Partners

The Metal Ware Corporation, a manufacturer that’s rich history was founded on the company’s success with NESCO slow roasters, was lacking two key business processes at the time their team decided to pursue a new business and technology solution.

“From a sales standpoint, we did not have a good tool to track opportunities and the pipeline,” Hawkinson says. “From a service standpoint, we lacked the ability to report on the actual issues we were having and didn’t have a good way to collect and organize customer data, mainly for marketing purposes.”

Acting as the Project Sponsor, Hawkinson led his team to research solutions they thought would address their ongoing concerns. During the CRM evaluation phase, they analyzed three leading solutions in today’s CRM marketplace: Microsoft Dynamics 365, Salesforce, and Sage CRM.

Through careful analysis and deliberation, The Metal Ware landed on Salesforce for one key reason.

“Salesforce had the best overall user experience,” Hawkinson says.

Through working with Ledgeview Partners, Hawkinson and his team mapped out their CRM project phases, ensuring their business process was kept top of mind throughout their Salesforce journey.

Hawkinson says his Ledgeview rep instilled his team’s confidence by providing real-world use cases for Salesforce within the manufacturing sector.

“The team at Ledgeview did a great job keeping the project on course and the technical side was executed on as promised,” Hawkinson affirms. “We had a great experience working with them.”

Discover how Ledgeview helped The Metal Ware Corporation resolve complications on their path to success and utilize Salesforce to achieve their sales and service goals.

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