Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation.

Ledgeview Partners’ consultants combine savvy business intellect with strong technological aptitude to provide solutions that extend well beyond software implementations.  It’s about building relationships, transforming business, and delivering phenomenal customer experiences.

Ledgeview Partners is a Microsoft Dynamics Gold Partner and a Salesforce Silver Partner.

With You Every Step of the Way

Ledgeview 98% Retention RateWe know it sounds cliché to say we walk you through the process step by step, but we do! Consistent communication is important to us. We don’t just sign a customer and show up two months later with their CRM. We follow a thorough process that incorporates cost, scope and timeline controls.

After the project goes live, we won’t drop you. We provide ongoing support for every customer. That’s why we have a 98% retention rate.

We chose Ledgeview because the proposal reflected what we hoped to accomplish by customizing the product for our government affairs unit. Ledgeview absolutely met our expectations and found great solutions for our business needs. We look forward to working with them again in the future.

Marissa Ingalls, State Relations Associate, University of Washington
Ledgeview Partners CRM Customer Service

Your Very Own Consultant

Our team works together very well. If one consultant handles your initial project and another steps in to provide support and enhancements, they always talk about your project to ensure a smooth transition for you. It’s just another way we build and maintain long-term relationships with our clients.



More Than a Customer, You’re a Partner

We go beyond recommending a CRM or Marketing Automation system. We delve into your business to gain a deep understanding of your industry, and your goals, and then we lead you through implementing your technology solution to help make those a reality. To us, you’re more than a customer, you’re a partner.

Planning for CRM Success: An On-Demand Webcast

Planning for CRM Success

A successful CRM implementation, upgrade or project hinges on detailed preparation. In this session we will discuss key factors in successfully planning for CRM Success. How to assemble your project team, avoiding project failures and pitfalls, best practices for designing and deploying CRM, building a successful user adoption program and achieving ROI.