Early in the recent recession, a large local non-profit was falling behind its annual fundraising target. This organization had never done any successful online fundraising, but wanted to immediately launch an online giving campaign to help make up the projected deficit. The organization did not have the technology capability to accept donations online. The responsibilities … Read More →
Category Archives: Clients & Crm
a start-up needed a sales process and crm solution…
A start-up with deep industry knowledge and a talented young business development leader needed to build a pipeline and client base for its commercial real estate financial services business. The team wanted to create a repeatable and scaleable sales process and rapidly grow the development team and pipeline. The work needed to be accomplished very … Read More →
building customer loyalty & extending the brand….
A large homebuilder had significant existing relationships with vendors, including telecommunications, electrical and others – while their homebuyer customers tend to make many major service provider decisions at the time of their move. The homebuilder wanted to provide extended features and benefits to their customers, to provide added value and build loyalty. This represented a … Read More →