From Salesperson to Marketing – in One, Simple Technology
As the leader of the specialist team, founder Brian Pleet is responsible for business development — identifying new clients, proposing the group’s expertise and managing the client’s satisfaction. A long-time Maximizer customer, Pleet uses CRM software to manage the growth of Strategico Marketing Group including tracking all interactions with clients, managing delivery of a relevant, monthly newsletter and building proposals to new and existing clients. After 20 years using the system, Pleet has achieved a 100% customer retention rate, grown the business to include twelve industry specialists and is on target to double revenues over the company’s last fiscal year.
|Challenge: Staying "top of mind" with 5,000 contacts|
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