Customer Relationship Management Specialists

  • Upcoming Events
    • CRM for the Sales Executive Lunch-n-Learn
    • Thu, Feb 9, 2012 11:30 AM - 1:30 PM
    • Seminar
    • The Gillespie Conference Center, 53995 Indiana State Route 933, South Bend, IN, 46637, USA
    • Event Location Map
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    • ClickDimensions & CRM
    • Wed, Mar 7, 2012 11:00 AM - 12:00 PM
    • The Convergence of Marketing Automation & CRM
    • Webcast
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At Ledgeview Partners we take the time to learn about you and your business. We match our experience in technology application and industry best practices with your specific business plan to create the best strategy for sales and/or implementation. Together, we ensure that your strong customer relationships continue to provide the foundation for your success.

Whether you team up with us for your sales efforts, or implement Microsoft Dynamics® CRM technology in-house, you will enjoy improvements in marketing, customer service, brand awareness, customer loyalty and increased revenue and market share.

Sales & Customer Care Services

Ledgeview Partners will replicate the duties of a field sales force through account managers who implement an inside sales approach.
  • Analyze and segment the account base according to your needs
  • Create a contact strategy, including call frequency and scripting
  • Build strong relationships that align with your existing customer services and provide new sales opportunities
  • Generate and qualify leads to bring in new business and expand your market share
  • Manage all communications and activities in Microsoft Dynamics® CRM to provide a 360-degree view of the customer
Learn more about our Sales and Customer Care Services


CRM Software Services

Our CRM Software Services team will lead you from start to finish through your Microsoft Dynamics® CRM implementation.
  • Consulting –Develop a strategy for successful implementation by first sitting down together to examine your existing business processes and desired outcomes
  • Implementation – Acquire and implement software, customize a solution based on your needs, migrate data and train your team
  • Support – Provide on-going training, support, customization and whatever is needed to ensure your CRM success
Learn more about our CRM Software Services


Microsoft Dynamics® CRM for Energy Distributors

Customizing and implementing software takes time. To make better use of yours, we have created an energy distribution solution that employs all of the power of CRM along with features specific to the traditional fossil fuel and renewable energy source industries. A complete and fast solution that will meet your needs today.
  • Sales Goals vs. Actuals Tracking
  • Share of Wallet Management & Cross Sell Identifications
  • Gas Station Business Management
  • Equipment Tracking
  • Mobile Access
Learn more about our CRM for Energy Distributors

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

How can we help you?

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.