Ledgeview Partners

Company Overview

Ledgeview Partners helps businesses transform their approach to sales, marketing and customer service by aligning these teams to focus on improving their customer’s experience, and providing management with metrics through technology to evaluate success.

CRM is really about figuring out how to build great relationships with your customers. That’s what matters. Relationships lead to loyalty, and loyalty leads to growth and sustainability for your business. At Ledgeview Partners, we’re really into helping you harness the amazing power of vibrant relationships to reshape your business, inside and out. We don’t just install a software system or build cute little widgets. We’re serious business advisors. We dig into the way you do things in order to understand how your company works. Our goal is to change the way you do business. To help you to delight your customers in ways they don’t expect. In ways that convert to growth. We take joy in your success, because it means we’ve fulfilled our purpose of serving you by harnessing our mastery of Microsoft Dynamics CRM, Salesforce and Act­-On Marketing Automation to help you grow and prosper. We realize that puts the bar pretty high, but we’ll reach it. And when we do, you’ll be amazed by what happens to your business. Visit our website at ledgeviewpartners.com for customer success studies, on-­demand videos and more.


Ledgeview’s CRM Services include:

  • Analysis / Discovery – We know the idea of implementing CRM can seem daunting. So, instead of jumping head first into CRM, we encourage you to share your business goals with us. Together we will develop a CRM roadmap that supports your ambitions without overwhelming your organization.
  • Design – A CRM system only works well when configured to work the way you do business. We start from the bottom to help you work your way up. From screens and reports, data consolidation and integration, to mobile capabilities, we cover it all.
  • Implementation – The Implementation of your CRM makes the design a reality! Your users are trained through onsite classes and/or webinars, and then you officially go live!
  • Support – Our CRM specialists provide ongoing training, support, and customization. So go ahead, ask us 100 questions. We’ll answer them all. • Existing CRM Audit – Maybe you already have a CRM in place, but adoption is low or you are just not happy with it. We are here to help. Even if your current CRM is a jumbled mess, we can turn the adoption around, set it up properly and train your team to fully utilize it.
  • Marketing Services – We can assist you with a marketing automation and technology audit, help you select the right tools and solutions and provide you with a road map to execute the right marketing strategies to achieve your business goals.

Contact Ledgeview Partners at 920.560.5571, via email at contactus@ledgeviewpartners.com to learn more.

Act-On Integration

Ledgeview Partners specializes in helping companies integrate Act­-On with two of the leading CRM solutions available – Salesforce and Microsoft Dynamics. We know it sounds cliché to say we walk you through the process step by step, but we do! Consistent communication is important to us. We don’t just sign a customer and show up two months later with a finished project. We follow a thorough process that incorporates cost, scope and timeline controls. After the project goes live, we won’t drop you. We provide ongoing support for every customer. That’s why we have a 98% retention rate.