2012 - Levementum | CRM Services Support and Strategy · SugarCRM, Magento, Salesforce. ... provide...

CHALLENGE SOLUTION RESULTS 3

About Levementum

Levementum aggressively leverages world class CRM and eCommerce technologies to implement best in class Relationship Management strategies. Through a proven and committed ecosystem of alliance partners, Levementum is empowered to deliver competitive advantage and operational improvements for its clients. The strategic ecosystem provides an unbeatable array of technologies that are well matched to compliment the methodology that Levementum has developed and mastered over the years. SugarCRM, Magento, Salesforce.com, IBM, Pardot along with other select world class solutions comprise the technology tools utilized by Levementum.

Levementum’s clients benefit from decades of technology and business knowledge all while leveraging their cutting edge ability to drive quantifiable results.

Founded in 2005 by Doug Guilbeau and Geoffrey Mobisson, Levementum is built on decades of expertise in technology and client services. With its headquarters in Phoenix, Arizona, Levementum currently has 4 offices worldwide including Boston and Toronto, Canada.

For additional information about Levementum, our technology partners, or how we can help your business navigate successfully through the complex world of your customer and constituent relationships, visit us at www.Levementum.com or call 480-320-2500.

CHALLENGE SOLUTION RESULTS4

CRM Testimonials

“Levementum had the ability to tie it all together: the call center, the website, the ERP, and bring it all into one. They spoke our language - it wasn’t like we were trying to introduce them to our industry or anything, they had the knowledge, the turnaround time, and the pricing and it worked really well for us.”— Ernie Kozlowski, Executive Vice President, Valtim Marketing Solutions

“I like working with Levementum because they don’t tell me that something can’t be done. They think about it, and get back to me in a day and say, ‘This is how we think this should be done.’ They don’t balk at it.”

— Alex Ferrel, CRM Project Supervisor, Comtech EF Data

“Working with Levementum was a very comfortable relationship. They listened to our concerns and developed some very innovative solutions.” — Eric Tomaszewski, Director of Technical Operations, JAB Broadband


Industry:

Highlights:

CRM Integration Provides Students and Staff With Streamlined Registration

l Management of student inquiries and registrations were being tracked by individual staff members on multiple spreadsheets

l Need to centralize the data to offer visibility to the entire organization and reduce the amount of duplicated work being carried out in the application process

l A market leading CRM software solution with two custom built and highly detailed ‘Web to Lead’ forms were uploaded to the AIM Overseas website so students could register for courses that are open for applications

l Custom workflows were put into place to create tasks and calls for staff as applications progressed through different statuses

l Automated emails were implemented that provided reminders for students and administrators for documents and deposits

l By moving the registration process into the CRM, we offered visibility to the entire organization of student records and their statuses

l AIMO was able to streamline the application process by automating key areas of the application process by using CRM workflow functionality

l Moving the sales workflow into the CRM allowed leadership to forecast accurately and create reports based on opportunity percentages and sales figures

Australian Institute for Mobility Overseaswww.aimoverseas.com.au

Higher Education

Course Registrations from the website integrated into CRM

Fully automated application collection process

Learning Management System

StudentsJob Site

Administration

Teachers

CRM


Industry:

Highlights:

Visibility and Enterprise Analysis Across Complex Operations

l Needed a robust CRM for its sales, construction, and engineering groups to support the expansion of its broadband services, previously tracked in disparate systems

l For new customers, Brighthouse had to manage construction, engineering, network equipment deployment, and other field processes to ensure installations were done on time

l When valuing new customers, Brighthouse needed to assess the ROI of the customer in the form of IRR and payback periods before proceeding with construction work

l Enterprise level CRM software solution

l Integration to Avaya to support call center efficiency

l Location, construction, service, and equipment provisioning modules were created to support a very specific industry workflow

l More than 100,000 records were migrated to ensure accurate, current customer information

l Customized end user training was provided by Levementum to ensure high user adoption

l Brighthouse was able to bring all of these operational processes under one application tent

l All teams were able to view the status and progress of network services and installations

l Time to complete SLA’s improved — resulting in faster time to bill new customers

l Use has now expanded to multiple regional divisions — creating even higher ROI

Brighthouse Networks

Telecommunications, MSO

Avaya CTI Integrations, Financial Package Integration

Construction AccountingICOMS

Finance

Customer Support

Sales

RemedyAvaya

CRM


Customer Service

Industry:

Phone

Avaya

JAVA SOA

Avaya CTI/Screen Pop in High Transaction Volume Environment

l Screen pop needed to be developed and ready for go-live in an extremely short timeframe

l They were looking for a complete integration between their Avaya and CRM that would leverage a screen pop technology in real time

l Enterprise Level CRM System

l Integrated with Avaya

l With the CRM we were able to code the web service in Java and design the screen pop in PHP to perform in real-time

l Automated caller ID capture and record processing

l The enterprise level CRM system perfectly tailored to call center patrons

l Screen pops have helped C3 call center agents assist clients quickly, leading to improved resolution and satisfaction

l CTI integration has allowed for in-depth and integrated use of CRM and Avaya features

C3

BPO Call Center

Highlights:Integrated a custom CRM screen pop with AvayaDesigned using Java framework and PHPScreen pop had to support high call volumeSupports large marketing campaigns

Soft Phone

CRM


Industry:

Highlights:

Leads

MySQL

CRM Data Migration and Optimization Saves $100k Annually

l Drivers for change for Call Source were cost savings and the desire for in house control of their CRM system

l Current CRM had become unwieldy to manage; CallSource viewed this CRM migration as an opportunity to simplify and streamline business processes

l Migrated client to internally hosted marketing leading CRM environment; provided complete data migration services

l Created customized views of data for different business segments by implementing “Record Types” display dependencies for accounts, contacts, leads, cases, and opportunities

l Created a custom process which generals PHP code using the CRM’s logic for conditional display of panels

l Over $100K in annual software license cost savings

l Improved and streamlined processes

CallSourcewww.callsource.com

Marketing Services

Optimization of CRM Lead, Opportunity, Account, Contact Management

Massive data migration with 7 years of history

Opportunities

Accounts

Cases

Contacts

CRM CRM


Industry:

Highlights:

Online & Offline Quoting Tools with Web Services Synchronization

l Comtech EF sales agents used a custom quoting system that stores data on the user’s local machine

l Local quote storage was a major barrier to bringing their sales force online and taking advantage of data collected during pre-sales activity

l Their existing quoting system was highly-customized for their product catalog, and included complex rules

that handle product feature dependency

l Recreating the system would be a lengthy and expensive undertaking

l Users needed to be able to track revisions to quotes in order to offer a variety of proposals to prospective customers

l Custom web-service back end connected to UI shell of original quoting system

l New quoting workflow to automatically inherit contact, account, and salesperson info from CRM data

l One-click Excel quote generation

l Automatic quote revisioning and revision locking

l Sales users are able to create complex quotes that integrate seamlessly with their CRM without having to be trained on a new user interface

l Changes to quotes are tracked so that users can view, print, and convert previous quote revisions into invoices

l Click. Attach. Email. One –button quote generation allows users to quickly send quote revisions to customers

l Managers and business leaders now have access to pre-sales data, allowing them to track popular products and sales pipeline from a single system

Comtech EF Datawww.ComtechEFdata.com

High Tech Manufacturing

Existing system installed application for quoting was converted to run as web-based software from within the CRM

One-button XLS quote generation enables users to generate printable quotes instantly

Pre-SalesTeam

In-HouseSales

Web Services

chan

gesexport

Excel Quote Mobile Sales

Custom Quote Module

CRM


Industry:

Highlights:

CRM Upgrade and Migration with Massive Data Conversion

l Needed to upgrade from an entry level CRM on MySQL to take advantage of key features available in a market leading CRM system

l Several complex integrations to internal source systems for 7 campuses/locations; all other systems running on MS SQL database

l Connectivity issues were causing control and reliability issues

l Was using their entry level CRM solely as an integration/management tool, but the Sales team wanted to take advantage of the CRM for Opportunity and Funnel management

l Needed to give managers and users a clear view into the funnel via CRM Reporting and Dashboards

l Moved from the entry level CRM with MySQL to a marketing leading CRM with MS SQL to provide a consistent database solution

l Implemented a more flexible and usable model for Account and Campus management which gives a single source to view activity across all 7 campus locations

l Migration of high volume of data from MySQL to MS SQL

l Custom integration point between internal Quote system and CRM to auto-generate Opportunities for Sales users when an internal quote is created

l Advanced Sales Reports created for funnel management and customized dashboards were implemented for each user type

l Stable and easy to maintain integrations between all campus source systems and CRM via database level MS SQL integration

l Broader visibility to Sales users of their funnel and of sales activities across the company

l Continuing to roll out the solution to sales teams across the country

DDi Corp.www.ddiglobal.com

Technology Services

Upgrade from entry level CRM to a more robust CRM environment

Multiple points of integration

=Enterprise Level CRM Database

Web Services

CRMCustom Quote Module

CRM


Industry:

Highlights:

Streamlined Investment Management with Workflow and InvestTran Integration

l Analyst and partner activities were managed and tracked independently

l Business plans and proposals were inconsistently stored, and workflow was a manual process

l Individual teams and groups had specific information needs

l Asset and Investment Management was tracked in a separate system (InvestTran) requiring constant data duplication — this resulted in data inaccuracies over time

l Preparation of weekly, monthly, and quarterly operational reports was very labor intensive

l No central data store existed to provide source information to external applications such as websites and portals

l Upgrade to market leading CRM system for improved usability

l Integration to InvestTran, a SQL server-based investment and asset tracking tool

l Creation of custom workflows and templates to automate the production of operational reports and extracts for other systems

l Operational and business reporting time has been reduced by at least 75%

l Operational data on investment clients is now part of the company profile, providing a complete 360 degree view of the client

l Company and key contact data is automatically integrated into InvestTran, eliminating data entry tasks and guaranteeing data consistency

l Greater adoption by additional teams and greater consistency in results

Draper Fisher Jurvetson

Venture Capital, Investment Services

Integration to InvestTran Systems

Business PlanWebsite

InvestTranCRM


Industry:

Highlights:

Australian Call Center Enabled with CRM, MYOB Integration & Payment Gateways

l Before implementation, all activity managed on individual spreadsheets

l Sales funnel, process and metrics were inconsistent across the Sales organization

l Very little visibility of lead management, funnel and execution in the sales process and between the teams

l Lack of a single point of “truth” led to constant questions and ambiguity on the sales team about installation and operational progress

l As a result of poor information flow, far too much time and effort was spent by customer support

l A market leading CRM system

l Implementation of consistent definitions throughout the sales process

l Implementation of a streamlined quoting process to begin customer fulfillment

l Clear reporting and visible target tracking and a Salesperson and Sales management level

l Tight Integration with the corporate accounting system, MYOB

l Multiple consulting/adoption sessions to define scope

l Prescriptive processed based training for sales and support users

l A fast, responsive CRM, that is readily available to all sales, support and operations personnel

l A clean sales process that starts with “incoming leads” that are automatically entered into the CRM and handed to sales staff

l All leads are contacted the same day that they are received

l Sales people can now pass calls to the contracts team to authorize credit card transactions in the CRM

l The company has grown from 13 users to 70 in 12 months

Solar Energy

Integration with MS OutlookIntegration with MYOBIntegration with web siteOnline payment gateway built into the CRM for credit card paymentsCustom building the sales quoting process to be streamlined and efficient

Enviromate

Website

Outlook

Leads

Payment Gateway

Accounting SystemsMYOB

Customers

CRM


Industry:

Highlights:

Mobile Workforce Enablement and ERP Integration

l Estes needed a consolidated version of the customer across sales and operations

l The Estes salespeople, serving farms across the USA, needed mobile access to CRM and ERP data from their iPhones or Blackberries

l The Estes salespeoplealso needed access to sales order and shipment history, data that was only available to back office users in their ERP system

l The Estes salespeole in the field needed to quickly be able to look up product data and inventory data to rapidly respond to customer needs

l Market leading CRM with supporting network for the Outlook Plug-In

l Estes utilized CRM Wireless for wireless access to CRM data

l Estes built integration for customer data between its ERP (Compiere) and CRM using SOAP web services

l Estes also integrated order, shipment and product data from its ERP to CRM

l Estes added custom modules in the CRM to house ERP data, and also to display this ERP data through the wireless

l Integrations were accomplished within three weeks using web services

l The mobile sales team has all data at their fingertips… with customer, contact, order and inventory data all available through the CRM on the web and wireless

l Salespeople are exceedingly effective at responding to “bluebird” and “emergency” orders in the field

l Salespeople are also adept at working orders to the right warehouse to avoid stock outs, as they have access to inventory data through the CRM

Estes Incorporated

Agriculture Distribution

Integrated ERP and CRM

Delivery of Order and Product Data to Mobile Users Through CRM

CRM Wireless Compiere ERP

Point-of-sale

Inventory &Scanning

CRM


Industry:

Highlights:

Streamlined Customer Support with Portal and Custom Training

l Typical project lifecycle is 1-2 years with several sub-cycles of customer interaction for pre-sales, design, R&D, and testing

l Fujitsu needed to store and categorize several different levels of documentation – including templates and customer-specific documents

l Documentation and support cases required high levels of security, but also needed to be available for customer visibility on the Portal

l Market leading CRM Solution

l Tailored global search to include key opportunity and document information

l Built customer-facing portal

l Near real-time integration between portal and CRM for document sharing and collaboration

l Custom training program

l Fujitsu is able to track and share customer, design, and support information in one place for visibility and access by all team members

l The Fujitsu team is able to provide customers with Portal access for support requests and documentation sharing

Fujitsu

Semiconductor, Technology Development

Document Management; Customer Portal

Portal

India

US

ChinaCRM


Industry:

Highlights:

Website

Comprehensive Sales Enablement and Mainframe Integration

l Gerber Life previously had disjointed applications and methodologies for tracking leads and opportunities –

a different process per sales group

l They needed end-to-end tracking of how many applications were received vs how many were converted to policies as well as how much communication (emails and calls) was needed per agent for a policy conversion

l Gerber also needed a way to effectively “hand off” an application from their inbound to outbound reps, while maintaining all of the communication by each group

l Enterprise Level CRM System

l Integrated with Gerber Life’s mainframe application system through PGP-encrypted file imports

l Built complex Enterprise reports to monitor and track total applications, total policy conversions, total communications (calls made, emails sent) and success rates for each Gerber Life representative

l Built integration for inbound reps to generate a GerberLife.com quote from details in a CRM opportunity

l Allowed detailed reporting of total inputs, total effort, and total results per Representative

l Provided real-time lookup of information and customer background for reps who are on the phone and need immediate access to information

l After initial implementation, Gerber Life came back to Levementum

to implement a new process for PGP-encrypted import of new leads

from an internal application

Gerber Life Insurance Co.www.gerberlife.com

Insurance

Automatic import of applications from mainframe as accounts and opportunities

Automatic import new leads from internal systems

Complex enterprise reports for consolidated activity reporting

Customers

In-BoundRepresentatives Support

Out-Bound Representatives Sales

GerberMainframe

Complex Analytics

CRM


Industry:

Highlights:

Improved Customer Service with CRM and CTI Integration

l The Great Books Foundation was using an entry level CRM - this did not allow team-based collaboration, and forced a contact centric approach vs. customer centric approach

l Needed an inexpensive, flexible, and reliable means to create integration between their CRM instance, and their newly acquired telephony system, M5

l Needed to migrate all contact, account, and notes data from their old CRM tool to the new CRM

l Needed to be able to track agent outbound call activity, including talk time, and the history of customer contact

l Wanted a click-to-dial approach to reduce dialing time and errors

l Market Leading CRM Software

l Talend ETL tool to transform old CRM data and load into the new CRM database

l Levementum’s CTI Framework, enhanced to leverage M5’s API set

l The integration not only created a click-to-dial mechanism (no hands dialing), but it also logged immediately in the CRM the outbound call with an updated talk time within the history of the contact being called

l All contact and historical note data was preserved and migrated to their new CRM software

l Saw an immediate increase in outbound call volume

l Customer history is more accurate, allowing better resolution of customer issues

l The integration to the hosted M5 phone system means less IT involvement and maintenance over time

The Great Books Foundation

Education, Not For Profit

Computer Telephony Integration With M5 — a Hosted Telephony System

CRM data migration using Talend Data Migration Tool

Website M5 CTI Phone

CRM

CRM

DataMigration


Industry:

Highlights:

Streamlined Marketing Campaigns and Reservation System Integration

l Hornblower needed to move from a proprietary, home-built terminal application designed to track bookings, to a more user-friendly and robust tool to track and maintain customer relationships

l The final reservation and the accounting still needed to be tracked in Hornblower’s proprietary terminal system, so a robust integration between this application and a CRM was required

l CRM speed and efficiency were of the utmost importance since the bookings happen quickly over the phone

l Needed a campaign management and tracking tool to reach out to new Leads and re-engage existing customers


l MySQL to MySQL database level integration to Hornblower’s proprietary backend system

l Tailored global search screens and functionality to quickly return customer information — in the order Hornblower preferred

l Customization of the CRM application to enhance usability

l Leverage the CRM’s Campaigns module to market and sell to leads and existing contacts

l Better tracking and follow-up with new prospects using the CRM leads and campaigns modules

l Now able to evaluate the cost/benefit of campaign promotions, and make informed decisions on their effectiveness

Hornblower

Event Management and Travel

Real-Time Integration with Proprietary System

Bus

Boat

Jeep

Accounting

Reservations

CRM


Industry:

Highlights:

Portal Integration and Streamlined Order Fulfillment

l Needed to offer eco-friendly, widespread “e” content

l Ingram wanted to allow its customers to be self-sufficient through a web-based portal

l Ingram needed predictable, standardized workflows for order fulfillment


l Custom customer Portal integration to the CRM allowing customers to place order requests online

l Automated email campaign generation and branded “landing pages” to secure “e” content

l Centralized system for managing print orders

l Aggregated reporting across all partners

l Wizard interface to step through the preparation of a customer request

l Packaged product that can easily on-board new partners

l Friendly user interface for end users to prepare their print requests and electronic communication

l Ingram has been able to reduce the labor input required to support the order process

Ingram Book

Publishing

Print and Auto Generated Electronic Campaigns to Promote Upcoming Galleys and Catalogs

Portal EmailCampaigns

Customers

CRM


Industry:

Highlights:

Complex Forecasting with Improved Data Security

l Intermolecular is a rapidly growing provider of technology to the semiconductor industry —

Intermolecular serves a global client base and had no formal CRM system to manage forecasts, client lists, projects, bids, or contacts

l Sales forecasting and revenue recognition forecasts were manual processes

l Intermolecular desired to implement a specialized sales process training program, and wanted to see key elements and milestone tracking events incorporated into CRM

l Data security and segmentation was critical by region or product group


l CRM Excel Plug-in for data integration

l Levementum’s FASTTRACK Process and Sales Process Consulting Program

l Levementum’s revenue recognition forecast add-on

l Intermolecular’s initial project phase was completed in less than two resource weeks

l Sales methodology is completely represented with the CRM

l Opportunity values are automatically broken into revenue recognition schedules, allowing consistent, accurate, and detailed forecasts of bookings and projected billings for each month

l Custom, integrated reports are driven out of Excel to allow complex, multi-dimensional analysis — with no extra data entry required

Intermolecular

Semiconductor, High Tech Manufacturing

Custom CRM to Excel Integrations for Highly Detailed Pivot Table Based Analytics

Inclusion of New Sales Methodology Techniques to Support Sales Process Effectiveness and Consistency

Excel Plug-in

Real-time Business Analytics

World Renouned Sales Methodology

Revenue/Cash Receipt Forecasting

Predictive Modeling for Opportunities

CRM


Industry:

Highlights:

Global CRM Deployment with Project Management Integration & Business Intelligence

l No singular worldwide sales tools

l Lack of visibility into the sales funnel

l No visibility of opportunity profit margins

l No global reporting for product usage or revenue by product type

l Difficult reporting for group finance

l No notification for expiring contracts and client out of support


l Custom “solution components” module into to the Opportunities module to allow products to added and totalled by revenue type

l Integration with tools in Australia/New Zealand region

l “Red Flags” custom module to track opportunity roadblocks

l Easy creation of opportunities with relevant products and quantities

l Clear visibility into sales forecasts

l Revenue recognition into forecast sales, expected revenue from existing contracts, and backlog work

l Ongoing benefits that enable company scale and call center efficiency

Healthcare IT

Integration into data repositories, finance tools and a BI suite

Specific user roles and teams for different business units

Levementum was chosen for worldwide coverage

iSoft

Call Center

Red Flags

Management

BI Data Reporting

Project Management

Customers

CRM


Industry:

Highlights:

Website

Sales

Executive Team

CRM at the Hub of Marketing, Sales, and Delivery Processes for a Professional Services Firm

l A fragmented set of process and tools around Sales, Marketing and Operations that needed complete integration

l Needed to track demand generation efforts through the Sales process, to bookings and ultimately billings against contracts through CRM

l Additional challenge of managing completely separate practice areas (product lines) and a global sales team

l Integrated the Replicon Timesheet Platform with CRM

l Deployed Pardot Marketing automation, and integrated with CRM and Levementum web assets

l Enhanced with IBM Smart Cloud Collaboration

l Used CRM Module builder to expand the definitions of Opportunities, Accounts, Contacts and Contracts to support Levementum’s services, software resell and support contract businesses

l Utilized the CRM’s reporting tools to build out expansive Operations reporting for utilization, resource allocation, and Sales Funnel management

l Increased Levementum demand generation efforts by 5,000% in

12 months with Pardot & CRM integration

l Successfully supported a Sales team ramp up that quintupled the number of Levementum’s sales and marketing resources

l Provided an unambiguous source of truth for the entire organization

l Allowed for rapid deployment of new products into the sales and marketing processes

l Provided an unambiguous picture of client profile, projects, and software products owned in one place

Levementumwww.levementum.com

Professional Services

Completely integrated Professional Services Operations with CRM

Manages billing process, timesheets, utilization analysis, resource scheduling, sales process, and marketing activities, and forecasting through CRM

Customers

Business Intelligence

Consulting

Time Sheets

Collaboration

CRM


Industry:

Highlights:

360 Degree View of the Customer in Complex SLA Environment

l Needed a centralized, web-based solution that would allow its agents to identify potential target customers

l Current CRM’s contact centric approach to customer data resulted in thousands of duplicate records

l Luxury Link was unable to provide a consolidated view of customers, opportunities, and contracts

l Luxury Link needed to push contract information to its proprietary marketing and media system upon successful closure of an agreement

l Luxury Link needed a centralized place to track customer service activities and payment processes


l Integration to Luxury Link’s marking system via MULE Enterprise Service Bus (ESB)

l Creation of custom reports in the CRM’s reporting engine

l System security that allows teams to focus on their specific territory and customer accounts

l Data migration from their old system to the new market leading CRM for all customer, contact, and historical data

l Historical contacts, contracts, and notes in one consolidated customer profile

l Reduction of labor required for downstream operations

l The flexible security model allowed Luxury Link to experiment with multiple team and organization models

l Operational and customer service tasks were centralized, controlled, and measurable

Luxury Link

Travel and Hospitality, Digital Media

CRM integrated to a Custom Promotion Engine Using MULE ESB

CRM Migration

MULEEnterprise Info

Bus

Ad Placement Tool

Website

CRM


Industry:

Highlights:

Sales

CRM at the Hub of Customer Sales, Negotiation and Ongoing Support

l Inability to extend OnContact CRM’s out of the box functionality to meet full needs for tracking client interactions and managing product and training sales process

l Wanted to reduce software license costs while eliminating redundant/distributed systems to manage customer related date

l Built a customized proposal process to support software license, service, and training proposals, which can be converted to contracts

l Support for software products that include both standard and optional components.

l Support for annual software maintenance renewal process

l Support for contract renewals and revision specific to the licenses/software keys owned

l Integration with Solomon for account profile changes

l Custom modules and processing to register contacts for seminars and

send confirmation notices

l Reduction in software licensing cost

l Integrated processes for proposal creation, software license tracking, training needs, and seminar registration

l Improved integration with Solomon for account changes and elimination of dual keying

l Improved efficiency through eliminations of separate systems and external mail merge processes

l Ability to see a comprehensive picture of client profile, interactions, and software products owned in

one place

Mintecwww.minesight.com

Mining

Migrated current CRM data/processes to the market leading CRM

Management of proposals, contracts, software licenses, and software license keys within the framework of the CRM

Customers

Mining Teams

LegalProposals

Contracts

Education & Events

Software License Management

CRM


Industry:

Highlights:

MARKETING

SALESSUPPORT

MANUFACTURING

CRM for Complex Channel Sales Model in Paper Manufacturing & Distribution

l Legacy sales model that focused on selling paper to printers through an established network of distributors

l Distributors no longer investing in the demand creation process

l Mohawk future is dependent on developing new digital printing substrates and paper products that are more complex to sell

l Needed new sales models and Key Performance Indicators (KPI) to take sales process from distributors, to the influencers of paper demand: Printers, Designers

l Need instruction on how to implement CRM technologies to measure a new sales model and approach

l Series of Levementum CRM Discovery and Coaching Sessions to model a new approach for the sales organization

l Assist in the develop of a vision for how to use technology to support the higher frequency, lower value transactions associated with ‘going direct’

l Defining a new measurement model for business development and forecasting

l Defining a comprehensive CRM program, that models the new methods, processes, and KPI’s identified in the design discussion

l PARDOT marketing automation integration to ‘influence the influencers’

l Rapid deployment of ‘trial direct programs’ in key markets prove that Mohawk can sell and influence direct

l Building on the trials and the flexibility of the market leading CRM, new opportunity and funnel models are deployed every 4-6 weeks to build upon the lessons learned from each trial, and expand the demand creation effectiveness

l Mohawk has effectively provided an outlet for direct purchasing and support of printers, and influencers, in key markets for new, high-margin products

Mohawk Fine Paperwww.mohawkpaper.com

Paper Manufacturing

Largest privately owned paper mill company in the US

Traditionally dependent on Paper Distributors

Needed to take over control of their demand creation process

Pardot Marketing Automation integration

CustomersSUPPORTING INTEGRATED SALES PROCESS

Retalers

Distribution


Industry:

Highlights:

eCommerce Integration Drives Higher Sales Volume

l Sales team needed a platform to improve efficiency on lead qualification and follow-ups

l Flexible, automatic lead assignment rules were needed

l NameMedia sought to integrate CRM with their shopping cart to make the purchase process more seamless

l Inventory availability and status was necessary to be presented in real-time

l Due to the quick sales cycle, usability was critical

l Enterprise Level CRM Software

l Extended SOAP based web service integration with eCommerce engine

l A framework for prioritized round robin lead assignment groups was created to assign new leads from different sources to the appropriate sales rep based on a desired weighting

l Tailored iFrame application to allow batch updates of related module data

l Sales Reps are now able to quickly access all pertinent facts about a prospect, or past customer, within one screen — in one system

l From the successful sales rollout, other users have been rolled on to the CRM for a complete “picture” of the customer across different business lines

NameMedia

Internet Service Management, Digital Media

eCommerce/Shopping Cart Integration

SilverPop Email Management Tool Integration

SilverPOP

Website

Lead/Contact

Inventory CustomersCRM


Industry:

Highlights:

CRM Migration Enabling Enhanced Securing & Channel Partner Access

l NewTek was looking to transition from their current CRM to a more flexible, more user friendly and lower cost solution

l Needed a robust system to manage Account, Contacts, and Quotes

l CRM users include both NewTek internal staff and Reseller partners

l Data security was a critical requirement for NewTek’s CRM usage

l Initially opted for pilot FastTrack implementation

l After the Fast Track implementation, NewTek migrated all 60+ internal and Reseller users to the market leading CRM software and Levementum built the customizations

l Levementum built a custom product selection tool into the quotes module so that NewTek’s Reseller users would see only the products that they are authorized to quote and sell

l Expanded implementation to 90+ CRM users

l Ability to give Reseller users the ability to enter Customer and Quote information directly into the CRM

l More transparency and communication between all internal and external sales teams

NewTekwww.newtek.com

Media & Technology

CRM Conversion

Custom Product Catalog selector

Quoting

FastTrack

Migration

MySQL

Internal

EnhancedSecurity

Channel Partners

CRM

CRM


Industry:

Highlights:

CRM as the Core of a Telephony Enabled Enterprise Customer Service Solution

l Users are currently using pen & paper to capture customer issues from the phone and email and manually fulfilling RMA and Warranty Orders in the ERP system

l Essential information was being distributed to the CSR team on spreadsheets and print-outs

l OtterBox is growing rapidly; any new systems must easily integrate with software that will be upgraded or replaced to match the company’s growing needs

l CRM with custom integrations to TIBCO middleware, Demandware eCommerce, Cisco Telephony, Microsoft Outlook, and Compiere ERP

l A fully-customized and extensible web-service was developed to enable OtterBox to automatically adapt their CRM to changing software requirements and data models

l A lightning-fast telephony integration was developed to empower the OtterBox sales department to handle thousands of support requests with a small staff of CSRs

l CSR tools, such as “how to” videos and step-by-step ticket resolution instructions are now distributed instantly and maintained in a central knowledge base

l Employees are able to fully service customer support needs without having to navigate a full-featured ERP interface. Returns and refunds are monitored through a controlled process with automatic escalation

l OtterBox support is able to update customer information quickly and easily from a consolidated interface, reducing time-on-call and improving first call resolution

OtterBoxwww.OtterBox.com

High Tech Manufacturing

Integration with ERP, Ecommerce, Telephony, Email, and Middleware solutionsMulti-channel inbound customer support center (Email, Website, Phone, and Retail)Single-page data entry allows CSRs to update contact, account, order, and support ticket information from a single screen

TelephonyCRM


Industry:

Highlights:

Quick Books Integration and Centralized Member Management

l PSI Seminars has multiple regional offices, each with local databases of customers and transactions

l Customer information had to be manually summarized

l Data between offices was inconsistent and transaction tracking was time consuming

l A centralized, web-based tool was needed to not only provide customer tracking, but to handle point-of-sale order entry, and financial transaction reconciliation, by office

l Custom reporting for student attendance and course completion was needed

l Market leading CRM software

l Levementum’s integrated QuickBooks framework

l Customized order entry module within the CRM that maintains customer entitlements and history — capable of processing refunds, and reconciling ledger activity, per location, per day

l Custom reporting solution to handle certificate and form generation

l Migration of data from multiple Filemaker databases to one consolidated database

l PSI Seminars can now register, capture payment, and track class attendance for all locations

l Daily financial reconciliations per location are automatically available

l Sales performance can be measured for each employee

l Customer history and course entitlements are now automatically tracked

l Financial transactions are automatically integrated into QuickBooks

PSI Seminars

Personal Improvement and Development

QuickBooks, FileMaker Migration

QuickbooksOrder EntryCustomersCRM


Industry:

Highlights:

CRM as the Center of a Clinical Patient Database

l The original system was not flexible enough to easily allow new reporting criteria to be collected

l Reporting in the original system did not have a user interface that would allow staff to produce their own reports

l System interfaces were disjointed for each line making it difficult to train staff and implement a change across all the call lines

l Confusing layout of the original screens and duplication of data, lead to problems with accuracy

l Market leading CRM software with 10 custom modules to meet the strict requirements of multiple funding bodies

l Appropriate adjustments to the user interface to keep the CRM as user friendly as possible

l Integrated with the existing telephony system for screen pops

l Utilization of CRM email case functionality to communicate with external organizations to collect clinical notes and archive them electronically

l CRM is their chosen data collection tool

l The CRM has allowed management at the call center to customize their screens and database as and when required

l The reporting capabilities of have ensured that the hospital is able to meet the requirements of their funding bodies

l The new interface design of the system means that the clinical data collected will be more accurate, thus offering a higher standard of patient history for research and analysis

St Vincent’s Hospital Sydney www.stvincents.com.au

Call Center

Unified system to record clinical data for 5 different call lines

Satisfying the reporting criteria of 5 different funding bodies

Funding Systems

Clinical Analysis

Staff &Doctors

CTI

Patient Services

Patients

CRM


Industry:

Highlights:

Retiree Benefit Management System

l Needed a highly robust call center solution that would be flexible enough to cater to different forms of member cases, and would integrate tightly with their existing systems and phone system

l TRS’ aim was to build CRM knowledge and expertise in-house from the get-go to maintain and grow the system overtime

l Market leading CRM software

l Tight integration with phone system and existing systems to avoid redundant data entry and improve efficiency in looking up a member through the use of a screen pop

l Engineers were assigned in an ongoing support model as the need surfaced to offer mentoring an coaching around different customizations and best practices for promoting CRM between different environments

l Levementum trainers conducted comprehensive train-the-trainer sessions with TRS to improve user adoption

l TRS has developed a highly capable team of CRM engineers to perform highly advanced customizations

l Custom features implemented in upgrade-safe, scalable methods that align directly with TRS’ needs in a successful implementation

Teachers Retirement System of the City of New York

Government

Computer Telephony Integration, Duplicate Case Check

PBX

Call Center TeacherIBM AS/400 CRM


Industry:

Highlights:

CRM Migration with Massive Data Conversion

l Telesphere was locked into a proprietary system

l They needed to move into a flexible system that provided a better cost profile, and allowed integration flexibility over time

l Because of the expiring term of the existing contract, they needed to configure their new system and migrate all data and workflows from their old system in three weeks or less

l Market Leading CRM software

l Levementum FASTTRACK configuration package

l Custom data migration to move more than 300,000 records

l SOAP and database level integration to their existing systems

l Configured — and data migrated — in two and a half weeks time

l Costs associated with software maintenance and support were reduced dramatically

l All integrations were achieved

Telesphere

Telecommunications

Proprietary Operational System Integration

CRM Conversion

Field SalesTeam

NOC

NetSuite ERP

CRM


Industry:

Highlights:

University Fund Raising with Significant Scale

Higher Education

l Disparate methods for tracking alumni fundraising activities resulted in significant scalability challenges for Notre Dame

l Redundant data entry was required to keep Sungard Advance up-to-date —

or in many cases did not happen at all — resulting in inaccurate or incomplete data

l There was no consistency in process or tools that allowed for measurement, and management, of Notre Dame’s fundraising activities

l Enterprise level CRM software

l Sungard Advance remained an important part of the back-end operations, and the authoritative source of much of the data — thus requiring tight integration with the CRM

l Notre Dame already used Central Authentication Service (CAS) and required that the CRM be integrated with this framework for authentication

l Notre Dame desired to be self-sufficient — Levementum provided a transition plan that included in-depth administrative and development training, documentation and mentoring

l The CRM is the easy-to-use CRM/SFA tool they were looking for to support alumni fundraising activities and relationship management

l Improved compliance and consistency of processes and data entry across all fundraising functions using CRM

l Improved data integrity and reporting access to promote “one version of the truth” in CRM and Sungard Advance

l Provided the ability to effectively measure and manage fundraising opportunities

l CRM was leveraged to standardize development processes and tools to support scalability of operations

l Notre Dame is fully self-sufficient in supporting and growing their CRM implementation as a result of Levementum’s Transition Plan

Bi-directional Integration with Sungard Advance using SOAP and Business Objects Data Integrator (BODI)

Integration with Central Authentication Service (CAS)

Migration of approximately 3 million records

University of Notre Damewww.nd.edu

University Development

Fundraising Teams

Corporate DonorsSUNGARD Advance

Alumni Donors

Reporting & Analytics

CRM


Industry:

Highlights:

Call Center, Outsourced Warehouse,Print Marketing

Integrated CRM, ERP, eCommerce and Telephony for a Multi Program Call Center/BPO

l Valtim needed to implement a new inbound call center CRM integrated to its MAS ERP system, I3 IVR and PBX, order entry with credit card payment capture, agent / call scripting for customer support and in the order entry process, and Satori Address Verification service in 6 weeks to support the ramp of a new client

l Valtim also needed to integrate the call center to a Magento Enterprise eCommerce solution that had just begun development

l They had more than 700,000 records to migrate

l Timeline for go live was fixed due to client’s expiring contract


l Magento Enterprise

l Levementum Discovery Session

l Levementum CTI framework

l Web Service based integrations to Satori and Authorize.net

l Integration to I3 Telephony system for CTI and IVR functionality

l Levementum provided post release support services

l Project was implemented on time and budget

l Completely integrated CRM, eCommerce and ERP

l Developer training process has allowed internal staff to become more self sufficient

l Valtim now has a completely reusable model to support multiple clients (business process outsourcing) within a single platform

Multiple Integration

Noteworthy specializations

Fast implementation

Valtim Marketing Solutionswww.valtim.com

Call Center Support

CUSTOMERS

CTI

ERP MAS 90

WebsitePayment Gateway

Address Verification

CRM


Industry:

Highlights:

EPR Integration to Streamline Channel Operations

l Needed to integrate its CRM solution to its ERP application in order to drive key metrics to its sales team — including quotes, orders, customer, and product details

l Data could be updated or added to either by the sales team in its CRM, or by back office staff — thus bi-directional, intelligent integration was needed

l Because they sell through partners and channel organizations, it needed to differentiate, and measure, the actual value of opportunities over time against the forecasted or expected value

l Quote volumes are very high, so an efficient, scalable solution was needed to provide feedback to sales on quote conversion and subsequent orders

l A market leading CRM software was selected as the CRM solution due to its ease of use and its ability to adapt to their processes, existing data, and other business objectives

l Levementum’s Integration Framework to drive data consolidation and process automation

l Wearwell has an integrated ERP/CRM system that its in-house and field sales team can leverage for a complete set of customer facts and history

l Wearwell also has a consistent integration framework that is extendible, and scalable, as their business expands

l Data and workflows that support management decisions on new distributors

l The sales staff is alerted and can view in the CRM the outcomes of their quotes, order details, and amount

Wearwell (Tennessee Mat Company)

Manufacturing, Catalog and Channel Based Sales

Account, Product, Quote, and Order Integration to a Proprietary Back-Office ERP System

Application and Workflow Integration with Website

Website Vantage ERPCRM


Industry:

Highlights:

Distribution Sales Management with Authorize.net Integration

l Outgrowing current manual systems for tracking and reporting inbound sales calls, including required reporting of statistics related to PSA call by

state/provider

l Limited ability to track follow-up on inbound sales calls

l Limited ability to track quote conversion rates

l Limited ability to track productivity of sales team


l Automated generation of call records for tracking call statistics when lead created from inbound call and ability to generate call whenever lead record is maintained.

l Integration with Authorize.net for credit card approval when quote accepted and order is placed.

l Order confirmation email to customer

l Enhancements to quote module and quote document

l Task creation for order fulfillment

l Data migration of existing accounts/contacts from ERP system

l Improved sales team productivity

l Reduction in time to collect data for required reporting

l Automated tracking by state/provider of calls related to Public Service Announcements

l Elimination of duplicate entry to input quotes in web ordering system

Weitbrechtwww.weitbrecht.com

Distribution

Implementation of lead tracking, account/contact management and quotingIntegration with Authorize.net for credit card approvalConfiguration/Customization of quoting moduleMigration of existing account/contact database

Customers

Sales Analytics

Marketing Analytics

In-Bound Sales

Out-Bound Sales

Quote Tool Authorize.Net®

CRM


Industry:

Highlights:

CRM Conversion to Enable Marketing Campaigns

l Western Athletic Clubs (WAC) had been using a dated CRM solution

l WAC wanted to move beyond call history tracking and enable email marketing based on segmented target lists to drive membership sales

l WAC wanted to be able to track each sales team member’s sales to allow the calculation of commissions using standardized reports with the CRM vs. using an 2nd system

l WAC had a large contact database (300,000+) that needed to be loaded and there was incomplete or missing information on much of the older data


l Levementum created a custom data migration to merge the majority of duplicates, and consolidated history, from multiple records to a single customer profile

l A custom end user support program was put in place to answer user questions for the first 90 days post release

l Integration to WAC’s SMTP server was setup to allow email marketing delivery

l WAC can now track and measure all sales activity, per sales team member, within the CRM

l WAC delivers more than 10,000 email marketing messages per day

l WAC is now self-sufficient for all of its sales and marketing activities, reducing the need for outsourced IT support

Western Athletic Clubs

Personal Development and Wellness

CRM Migration

Leads MailCustomers

CRM


Industry:

Highlights:

Leads

CRM to Oracle Applications Integration

l Previously using Oracle as a sales and pre-sales tool, but Oracle lacked flexibility and user-friendly configurability

l Wolfram needed the ability to show and maintain the complex relationships between their Customers, Customer Locations, and Contacts

l Needed an application that would allow them to create Quotes for their end customers or their Resellers with a high degree of configurability

l A market leading CRM software for Sales, Quoting, and Lead Management

l Levementum provided a design, development, and mentoring role so that internal Wolfram staff could become self-sufficient

l Levementum designed the complex integration between the CRM and Oracle ERP

l Wolfram implemented CRM with a high level of success both from an IT perspective and from a Sales perspective to create a robust system that meets their needs of flexibility and transparency

l The sales team now has a consistent, systematic approach for communication and inter-department collaboration that provides much needed tracking and feedback

Wolframwww.wolfram.com

Education Technology

Multiple points of integration between CRM and Wolfram’s Oracle ERP

Complex quote configuration and customization to support Wolfram’s business needs

ERPQuotes

Customers

OpportunitiesContacts

CustomerLocations

CRM


Industry:

Highlights:

eCommerce Testimonials

“From our first contact with Levementum our experience has been first rate. Having reached out to Levementum after a dreadful experience with another web developer, we have been pleased to find their service is innovative, creative and most importantly they are always responsive to our needs.”— Kenneth L. Kramm, President/CEO, Center Pet

“We were very concerned about our conversion rates, and felt that both the (web)site and the back end needed an upgrade to address that problem. Thanks to Levementum and Magento we’re positioned to handle the seasonal spike and year-to-year growth that we expect, and we’ve resolved the barriers allowing our site to become a welcome, easy place to shop.— Nicole Gardner, Managing Director Dormify

“It is our expectation that now that we’re going on this path (with Magento and Levementum) that in 5 years, 50% of our revenues will come out of our internet site, whereas now it’s about 4-5%.” — Schramm, Troxell, Vice President of Business Systems


Industry:

Highlights:

Integrated Order Fulfillment System for High Volume Pet Pharmacy

l Desire to create eCommerce presence

l Capture of patient and prescription data was critical

l Integration of pricing data managed in a separate system

l Advanced security requirements

l Integration to pharmacy ERP

l Ability to store multiple patient profiles under one account was necessary

l Need for ongoing support agreement beyond initial launch

l Magento FAST TRACK installation

l TCP integration to QS1

l SOAP integration to price management system

l Extended customer profile definition with custom module to track ‘households’

l UI design optimization to drive SEO placement

l Levementum’s Annual Service Contract for post release support and enhancements

* Hosted by Pier One Hosting

l Ability to drive increased sales via low cost channels

l Ability to offer private label services for pet pharmaceuticals to large pharmacy chains

l Fixed priced project that exceeded customer expectations

Center Pet Pharmacywww.centerpetpharmacy.com

Pharmacy

QS1 Pharmacy ERP integrationPharmacy pricing system integrationGoogle Ad Words ProgramHousehold ‘Accounts’ that allow multiple patient histories to be stored under one login

QS1 ERP

BROWSERS

Sales AnalyticsGoogle Ad Words

Pharmaceutical Pricing

Hosted by


Industry:

Highlights:

Magento Community Edition to Enterprise Migration

l Was using Magento Community Edition with approximately 20 add-ins/plug ins but still had lower functionality than Magento Enterprise Edition

l Dormify needed to upgrade their Magento platform to the Enterprise level, but their current partner was unable to upgrade their system reliably

l The migration to Magento Enterprise Edition required large amounts of modification due to custom modules that were no longer needed due to the increased functionality of Magento Enterprise Edition

l Dormify needed their upgrade live within 3-4 calendar weeks in order to be prepared for the holiday season

l Upgrade to Magento Enterprise Edition

l Evaluation of all current add-ins to determine what was no longer needed due to Magento Enterprise Edition’s increased functionality

l Modification to any of the non-upgrade-safe customizations into proper modules

l Incorporated integration to fulfillment and Quickbooks

l Converted and migrated large amounts of data into the new schemas and Magento EE data tables

l New website and fulfillment is more user and executive friendly

l Data management is more efficient

l With Magento Enterprise Edition they are able to create their own marketing promotions and CMS customizations

Dormifywww.dormify.com

Retail

Upgraded from Magento Community Edition to Enterprise Edition

Numerous customizations, modifications, and heavy data migration

Enterprise


Industry:

Highlights:

eCommerce for Complex Product Configurations

l Outdated home grown eCommerce system

l Very SEO-centric in terms of requirements for content

l Heavy product data migration with thousands of products and high resolution images

l Needed thousands of custom configurable options for customer product selection

l Intricate layout requirements

l Built a custom e-commerce solution with Magento Professional

l Created custom scripts for migrating products and images with custom options and html-heavy descriptions

l Created a custom left category menu with flyouts and static page options

l Created custom request modules for Request a Quote and Request a Catalog

l The new system is more robust, easily navigated, and customer friendly

l Everything Displays has the ability to easily manage their product content and SEO

l Order management, order fulfillment, and payment capturing is now easily managed with their Magento system

Everything Displayswww.EverythingDisplays.com

Advertising / Marketing

Custom left flyout navigation for both categories and static pages

Custom Catalog and Quote request forms

Extensive data migration for products including highly refined product descriptions and SEO

B2BCustomers

Enterprise

SEO

Magento Core

IntricateWeb Layouts

Product Configurations


Customized Order and Security Requirements to Meet Insurance Carrier Demands

l PhoneInsurance.com needed an eCommerce solution that could scale with its rapidly growing business

l Insurance underwriters required a custom SMS based verification system before accepting phone insurance policies

l Timing of execution was critical to capture opportunities in the market place

l Branding goals were specific to convey a specific positioning message

l Magento Professional

l Magento FAST TRACK installation, 3 week start to finish implementation

l SMS verification code package added to the checkout to ensure customer identity and validity

l Custom UI theme additions applied to meet customer’s branding desires

l Integration with underwriters via FTP

l Created a new sales mechanism and enabled new lines of business

l Fixed price package provided cost certainty without sacrificing quality

l Better customer care and satisfaction

www.PhoneInsurance.com

Insurance

Custom SMS text solution / validation

3 week start to finish implementation

SMS

Insurance Data

Underwriting

Industry:

Highlights:

Customers


Inventory Orders

Magento Integration with IBM AS/400 ERP

l Previous system was an old eCommerce cart that needed to be rebuilt to satisfy the burgeoning needs of Sinclair customers

l Needed more flexible system to handle complete shopping and order system

l Needed automatic order processing and inventory control in real-time

l Magento Enterprise Edition

l Created automated order processing and inventory control

l Integrated with IBM AS/400 based ERP system

l New website is consumer and executive friendly

l Order processing and inventory is now in real-time

l Site is prepared to handle high volumes without delays in inventory or shipping updates

Sinclair Institutewww.sinclairinstitute.com

Retail

Web service Integration with AS/400

30,000 Client Record Import

Very High Volume Internet Sales

Large Marketing Campaigns

Industry:

Highlights:

Inventory Orders

IBM ERP AS/400Web Services

Integration


Innovation in eCommerce Drives Business Methodology Revitalization

l Internally built website was old fashioned, and hard to use leading to poor user adoption by customers

l The business model was detailed, complex and took several months with promise of purchase not guaranteed

l Needed an aggressive web presence and pricing model to grow their customer base and online purchases

l Implementation of a new business model meant new eCommerce software capable of scale and integration with key internal systems already in place

l eCommerce system had to handle drop shipments rather as well direct fulfillment

l Internal resources had to be trained to be able to support system post go live

l Magento Enterprise Edition

l Integration with Apex ERP, Sympova Data, and Pay Flow Pro

l Levementum eCommerce Discovery Session to prioritize the roadmap

l Joint effort of Levementum and Troxell resources

l Levementum instructed engineer training on the Magento platform

l Website customer acceptance has increased due to Magento’s user friendly interface

l New design gives the brand a modern look and feel

l Sales process has been drastically improved

l Cost of sales has dramatically decreased

l Entire project from Discovery to Training was completed in

approximately 8 weeks

l Phase 1 results exceeded expectations and have allowed for phase 2 to begin

Troxell Communicationswww.trox.com

Electronics Distributor

Integration of payment gateway, dynamic tax data, and ERP

Implementation on Magento was key to redefining their business strategy

Project completed in 8 weeks including Discovery session and training

OrderManagementAPPX ERP

Sympova Data Taxes

Payment Caption

PayFlowPro

Internet

Vendors forDrop Ship

Industry:

Highlights:

Customers


Rapid Magento CE Upgrade with Customizations and New Themes

l Old version of Magento CE needed to be upgraded

l Client needed to move hosting providers and decided to do a complete site refresh at that time

l Previous site was built several years ago and needed a new technology refresh

l Magento Community Edition 1.6.X

l Custom Built Product Ordering Grid

l No system integrations necessary, all contained within Magento

l Through a system of Methods and Processes we enabled the client to realize their vision

l New site is brighter and targets the medical staff audience

l Weekly Status reporting and Change Order process worked flawlessly

Wholesale Scrub Setswww.wholesalescrubsets.com

Retail

Moved site to a US state-side provider

Upgraded look and feel of online presence

Industry:

Highlights:

Customers

Content Refreshv2

Custom Ordering Grid


Advertising / Digital MediaEverything DisplaysLuxury LinkNameMediaNewTekValtim

Call Center / Customer ServiceC3OtterboxSt VincentsValtim

DistributionEstes IncorporatedWeitbrechtTroxell

Education / Higher EducationAustralian Institute for Mobility OverseasThe Great Books FoundationUniversity of Notre DameWolfram

Event ManagementHornblower

Government ServicesTeachers Retirement System of the City of New York

Healthcare/PharmacyC3Center PetiSoft

InsuranceGerber LifePhone Insurance

ManufacturingComtech EF DataIntermolecularMohawk Fine PapersOtterboxWearwell

MiningMintec

Personal Development / ImprovementPSI SeminarsWestern Althletic Club

Publishing / PrintingIngram BookValtimEverything Displays

RetailDormifySinclair InstituteWholesale Scrub Sets

SemiconductorFujitsuIntermolecular

ServicesCall SourceDdiDraper Fisher JurvetsonLevementum, LLC

Solar EnergyEnviromate

TelecommunicationsBrighthouse NetworksTelesphere

INDUSTRY INDEX INTEGRATED WITH INDEX

AvayaBrighthouse NetworksC3

Call CenterBrighthouse NetworksC3Gerber LifeiSoftOtterboxTeacher’s Retirement System of the City of New YorkUniversity of Notre DameValtim Marketing SolutionsWeitbrecht

CTIThe Great Books FoundationSt. Vincent’s HospitalValtim Marketing Solutions

CustomAustralian Institute for Mobility OverseasBrighthouse NetworksC3CallSourceDormifyEverything DisplaysFujitsuGerber LifeHornblowerIngram Book CompanyiSoftLevementumLuxury LinkMintecMohawk Fine PapersNameMedia

NewTekPhone InsurancePSISt. Vincent’s HospitalTeacher’s Retirement System of the City of New YorkUniversity of Notre DameWestern Athletic ClubWholesale Scrub Sets

Custom Quoting ModuleCenter PetComtech EF DataDDIenviromateEverything DisplaysNewTek

ERPCenter PetEstes IncorporatedOtterboxSinclair InstituteTelesphereTroxellValtim Marketing SolutionsWearwellWeitbrechtWolfram

IBM SystemsLevementumSinclair Institute

ICOMSBrighthouse Networks

InvestTranDraper Fisher Jurvetson

Microsoft ApplicationsContech EF DataenviromateIntermolecularOtterbox

PardotLevementumMohawk Fine Papers

Payment GatewayenviromateTroxellWeitbrecht

PortalFujitsuGerber LifeNameMedia

QuickbooksPSIDormify

WebenviromateGerber LifeLevementumValtim Marketing Solutions

Levementum North AmericaLevementum, LLC. Headquarters55 N. Arizona Place, Suite 203Chandler, AZ 85225(480) 320-2500wwwww.levementum.com

Boston – (617) 963-0991

Portland – (503) 330-7316

San Diego – (858) 779-4307

Copyright ©2012, Levementum, LLC. All rights reserved. Levementum, LLC is a registered trademark of Levementum, LLC. Levementum, LLC owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.

2012 - Levementum | CRM Services Support and Strategy · SugarCRM, Magento, Salesforce. ... provide...

Documents

Transcript of 2012 - Levementum | CRM Services Support and Strategy · SugarCRM, Magento, Salesforce. ... provide...