Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business
Customer Company Size
SME
Region
- America
Country
- United States
Product
- PieSync
- Pipedrive
- Redtail CRM
- ACT
Tech Stack
- Real-time two-way sync
- Cloud apps
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
Technology Category
- Platform as a Service (PaaS) - Connectivity Platforms
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Professional Service
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- System Integration
- Software Design & Engineering Services
About The Customer
Integrated Life and Financial Planning is a life coaching and financial planning advisory service based in Durham, North Carolina, United States. The company focuses on helping clients achieve their financial and life goals through hyper-personalized services. Founded by Jerry Bergner, who has 25 years of experience in the finance industry, the company aims to provide a seamless and efficient service to its clients. Bergner's extensive experience with CRMs and his commitment to client satisfaction drive the company's operations. The business is in its early growth stages and is looking to expand rapidly in the next 12 months.
The Challenge
Founder Jerry Bergner left the finance industry after working in it for 25 years to begin Integrated Life and Financial Planning. He initially used ACT for managing his database but found it lacking in contact management capabilities. Bergner then tried Redtail CRM, but it proved to be non-intuitive and difficult to use, especially when importing contacts. The lack of an import function and the need for a consultant to map data led to significant delays and frustration. Bergner realized that he needed a more efficient and user-friendly CRM system to manage his rapidly growing business.
The Solution
PieSync has been instrumental in solving the contact management issues faced by Integrated Life and Financial Planning. The real-time two-way sync feature ensures that business contacts are always up-to-date and accurate. This eliminates the need for manual data entry and reduces the chances of errors, such as calling the wrong number or using outdated email addresses. PieSync works seamlessly in the background, allowing Bergner to focus on his core business activities without worrying about data synchronization. The integration with Pipedrive further enhances the efficiency of the business, making it easier to manage contacts and appointments. The combination of PieSync and Pipedrive has proven to be a game-changer for the company, enabling it to scale its operations smoothly.
Operational Impact
Quantitative Benefit
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