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Crimson Trace
(Leading manufacturers of laser sight equipment)
For more than 10 years Crimson Trace of Wilsonville Oregon, used basic Contact Management Software. It work fine but was not growing with their company… they needed a true CRM solution. Complicating the company’s need to complete the project quickly and ensure rapid widespread adoption of the solution was its lack of internal capacity to provide IT management and staff training. They selected Microsoft Dynamics CRM v4.0 . Now, Crimson Trace delivers more effective sales, marketing communications, and customer service through a fully integrated and easy-to-use CRM solution.
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Pacific Northwest Publishing / Safe & Civil Schools(Materials Publishing / Consulting, Training and Workshops for School Personnel)
Safe & Civil Schools provides research-based educational consulting throughout the US and Canada. Along with managing rapid growth in their consulting, training and workshop aspects, they took control of their handbooks and materials publishing to provide better service to individuals, schools, school districts and ever-changing combination’s of school cohorts and regions. To manage the complex relationships between their clients and between the two businesses, they chose Microsoft CRM 4.0.
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Sterling Mortgage, Video (Mortgage Lending)
Residential mortgage lender working to track clients as well as referral partners. Their goal was to track prospects through the sales process to funding their loans, and finally use them as referral sources for new business. View this 3 minute video to see how Gateway Solutions and Microsoft CRM solved their issues. |
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Ponzi Vineyards(Large Local Vineyard)
Managing the day-to-day operations of a large local vineyard is hard enough. Add to that the technical requirements needed for their blossoming on-line wine club membership “Amici di Ponzi.” Gateway Solutions brought in GoldMine Premium Edition, ShipRush and CashRush to “cut the transaction time from 7 minutes to 10 seconds per transaction”! Now the whole staff has all in information they need about each and every client. |
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BCI Group(Employee Benefits and Commercial Insurance)
Large northwest employee benefit and insurance provider. There challenge was to give every staff member a “Global View” into their clients information. GoldMine Premium Edition was their choice. They needed to “smooth out” the renewal process and be able to offer additional services to their existing client base. |
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