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Sterling Mortgage, Video (Mortgage Lending) :
Residential mortgage lender working to track clients as well as referral partners. 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 Business Contact Manager, ShipRush and CashRush to "cut the transaction time rom 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. They needed to "smooth out" the renewal process and be able to offer additional services to their existing client base.
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