Krause Financial Services, a leading provider of specialized insurance products for elder law attorneys, teamed up with Ledgeview Partners to create a single, streamlined Salesforce system that gives Krause a 360-degree view of their business, and the platform to develop deeper and more valuable relationships with new and exciting customers.
“We found Ledgeview Partners and reached out to them. We loved their consultative approach and focus on customization.”
“Ledgeview made things easy, and they were great to work with. We could talk through the process without getting too technical, instead of focusing on what we needed the system to accomplish. Their deep understanding of our business made a big difference in the process.”