THE SITUATION

Ledgeview Partners Case StudiesMorey’s Piers had been using on-premise Microsoft Dynamics CRM 4.0 for many years, until gradually over time they saw a need to upgrade. As the system was slowly no longer meeting their needs, they sought out other options over the course of three years to set them back on track.

Merideth Fiorucci, Director of Group Sales at Morey’s Piers, says the change was necessary.

“The system was becoming so antiquated and could no longer support what we needed to accomplish,” Fiorucci says.

Morey's Piers
Image Courtesy of Morey’s Piers

Fiorucci says Morey’s Piers was “limping along” with CRM 4.0 for the past few years because they wanted to be sure the new solution they chose would be worth the capital investment. Sandy Verzella, IT Manager at Morey’s Piers, dedicated the time and research for choosing a CRM partner and solution.

During the evaluation period, Verzella and Fiorucci considered their CRM Users’ needs and found what Morey’s Piers was searching for in Ledgeview Partners and Microsoft Dynamics 365 Online.

Since they knew Morey’s Piers sales team would continue to be the sole CRM Users for the foreseeable future, they wanted a system that would enhance the team’s day-to-day processes, which includes field sales, information recording, software-compatible mail merges, and more.

“CRM 4.0 had really been very good for us,” Fiorucci says. “It helped us manage everything from sales leads to invoicing to reports to accounting, but it was finally time to make the move.”

The primary purpose for Morey’s Piers to upgrade their CRM was to stay modern to meet industry demands.

“The timing was right from a financial standpoint to considering our reinvestment to making sure we were maintaining departmental efficiencies,” Fiorucci says. “We knew we needed an updated CRM system.”

CRM 4.0 had really been very good for us. It helped us manage everything from sales leads to invoicing to reports to accounting, but it was finally time to make the move.

Merideth Fiorucci, Director of Group Sales at Morey’s Piers

THE SOLUTION

Ledgeview Partners Case StudiesMorey’s Piers’ CRM upgrade had taken a backseat to safety capital investments in the past, but it was finally time in their recent history to prioritize with technology.

“We were confident we wanted to stay with CRM and the Microsoft version with an upgrade,” Fiorucci says.

Given the sales team’s experience with CRM 4.0, user adoption was a non-issue in moving to Microsoft Dynamics 365 Online.

“There are always challenges along the way, but our overall experience has been positive,” Fiorucci says. “Ledgeview has always been responsive and committed to making sure, in the end, they delivered on what the outline and scope of work were. They wanted to be sure we were using the system in the way we envisioned and were pleased with the end-result.”

Morey’s Piers has worked closely with Ledgeview to meet ongoing needs with this major project.

The CRM project solved Morey’s Piers’ ongoing needs to more efficiently manage leads, use it as an extension of their accounting department, manage product types, and more. The sales team is able to record information remotely while it is top of mind with the upgrade, and delicate NJ taxing is more easily tracked and managed among customers.

There are always challenges along the way, but our overall experience has been positive. Ledgeview has always been responsive and committed to making sure, in the end, they delivered on what the outline and scope of work were. They wanted to be sure we were using the system in the way we envisioned and were pleased with the end-result.

Merideth Fiorucci, Director of Group Sales at Morey’s Piers

THE BENEFITS

Ledgeview Partners Success StoryWith all of the moving parts that Morey’s Piers has to consider as part of their CRM environment, they feel their needs have been properly addressed in the CRM project.

“Ledgeview has been there right along with us,” Fiorucci says. “From data migration to the initial programming to the testing phase, Ledgeview has been committed to ensuring we’re getting our money’s worth. What we would’ve hoped for, we got.”

NJ taxing is very complex, but the new CRM system allows Morey’s Piers to easily manage and track the data they need to make sure the venue is properly regulated.

From state sales taxes to hospitality tourism taxes, clients may fall into a number of different categories visiting Morey’s Piers, or may even be tax exempt, so their new online CRM system especially comes in handy to keep these taxes straight and supplement the Morey’s Piers accounting team. It also helps to apply taxes specifically to taxable products.

“This version of CRM will help us to be more efficient and in the processing of our information,” Fiorucci says. “Since a lot of our team works remotely, they’re able to do that pretty easily now that we have an online system.”

Day-to-day efficiencies have increased as a result of Morey’s Piers upgrading from an on-premise system to online, invoicing and taxing are easier in their new CRM environment, and Morey’s Piers is confident about their future with the upgrade.

Morey's Piers
Image Courtesy of Morey’s Piers

“Sales is able to do a better job with lead-tracking in the new CRM environment,” Fiorucci says. “Upgrading was a necessary thing in order for us to respectively manage our business on the back end and interface effectively with accounting.”

Many positives have come out of the project, and Fiorucci excites over the possibilities.

“Ledgeview is very thorough and committed,” Fiorucci says. “I’ve been impressed by that from the start. Ledgeview won’t rest until they are confident we have everything we need, and they’ve fulfilled our expectations as to what we hoped to get out of our environment.”

Fiorucci is as positive about the partner as she is the solution.

“I would absolutely support Microsoft Dynamics 365 online for any organization considering using it,” Fiorucci says.

Ledgeview is very thorough and committed. I’ve been impressed by that from the start. Ledgeview won’t rest until they are confident we have everything we need, and they’ve fulfilled our expectations as to what we hoped to get out of our environment.

Merideth Fiorucci, Director of Group Sales at Morey’s Piers

ABOUT THE COMPANY

Morey’s Piers and Waterparks celebrates its 50th season of operation in 2018, with the Morey brothers, Will and Jack Morey, as head of operations. The family-owned amusement and entertainment company was officially founded in 1969. Morey’s Piers includes an impressive 3 amusement piers, 2 oceanfront waterparks, many popular restaurants, and several hotels on the island.  The multi-facility entertainment and resort venue is located in Wildwood, NJ, as a beloved part of the Jersey Shore experience that tourists and locals have excited over for half a decade.

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