Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business
公司规模
SME
地区
- America
国家
- United States
产品
- PieSync
- Pipedrive
- Redtail CRM
- ACT
技术栈
- Real-time two-way sync
- Cloud apps
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
技术
- 平台即服务 (PaaS) - 连接平台
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- Professional Service
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
服务
- 系统集成
- 软件设计与工程服务
关于客户
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.
挑战
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.
解决方案
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eliminates the need for manual data entry and reduces the chances of errors, such as calling the wrong number or using outdated email addresses.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.
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