Unlock the mystery, unleash the potential

WITH ALL OF OUR SERVICES, YOU CAN COUNT ON THE FOLLOWING:



We focus on Customer Relationship Management (CRM).


When you initiate a project with us, we make it our priority to stay on time and within budget.


We pride ourselves on being good listeners.


We focus on hiring the best, most talented staff.


OUR SOFTWARE PARTNERS:





CUSTOMER QUOTES

  • “Ledgeview Partners has been one of the best partners I have ever worked with.”
  • “They have a willingness to help, and a shared passion to succeed.”
  • “They really worked to understand our business and to break the project down into manageable pieces.”
  • “They are quick to response to our requests.”

Microsoft Dynamics CRM is a customer relationship management suite complete with marketing, sales and service capabilities that allow you to manage, develop, and grow your customer relationships.

Consulting. The process starts with creating a roadmap for how to add Microsoft Dynamics CRM to the framework of your organization. Our qualified consultants work with you to define your business processes, customer contact points and sales & marketing strategies.

Implementation. Implementation of your Microsoft Dynamics CRM system includes:

  • Software installation: online, on premise, or partner-hosted
  • Software customization: Tailoring CRM to meet your business needs
  • Software integration: blending CRM with existing business applications including:
    • Microsoft Sharepoint
    • Accounting packages (Microsoft or other industry solutions)
  • Data migration: Moving existing data to your new CRM system
  • Training: Standard or customized classes with leave behind Quick Reference Cards to provide your team with easy to follow materials

Support. As your trusted partner, we will continue to enhance, upgrade and support your CRM application according to your needs and changing business environment. Continuing CRM education opportunities, enhancement evaluations, and product version updates are offered to keep you on top of the changes in the marketplace and your business environment.

What could you accomplish in the marketplace with a clearer view of your customers and potential customers?

Interested in a consultation? Read more to learn why you can count on us.

Appleton Office:

Ledgeview Partners, LLC
14 Tri Park Way, Building 1
Appleton, WI 54914
920-560-5571 (main)
920-560-6888 (support)

CRM Software Services

Doug Fissell
Vice President of Sales
920.560.5579
dfissell@ledgeviewpartners.com

CRM Software Services

Jim O’Neill
Indiana
920.560.6896
joneill@ledgeviewpartners.com

CRM Software Services

Julinda Prekop
Wisconsin and Illinois
920.560.6897
jprekop@ledgeviewpartners.com

CRM Software Services

Kevin Brown
Energy Distribution and High Performance Trials
920.560.5552
kbrown@ledgeviewpartners.com

Are you ready to take the next step with your customer relationship management?

Our sales team is ready to listen to your needs, offer product demonstrations, or set you up with a 30-day trial of Microsoft Dynamics CRM. You can contact us directly using our phone directory at the right or, if you would rather, simply fill out the form below.

 
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Thank you for contacting Ledgeview Partners, LLC.  We will respond to your request within one business day.  If you need to reach us immediately, please contact us at 920-560-5571.