A US-based jewelry supplies company serving both B2C and B2B markets. The business supports bench jewelers, designers, retail jewelers, manufacturers, and educators with a wide range of metals, tools, and machinery, operating from its headquarters in New Mexico.
A global leader in formulated film coating systems, modified-release technologies, and functional excipients for the pharmaceutical and nutritional industries, supporting customers worldwide with advanced products and technical expertise.
A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.
The client serves the Mid-Atlantic region as a leading representative and distributor of control valves, process instrumentation, and more. Previously, they used Tour de Force (TDF) CRM to manage their sales process. They decided to replace TDF with a new CRM to enhance sales automation, improve customer outreach, and streamline processes. This initiative included migration of existing data and integrating the new CRM with Epicor Prophet21, Salesforce, and Service Pro for bidirectional data synchronization and efficient sales management.
The client is a prominent marine manufacturing company specializing in developing advanced marine technologies, such as catch control and net monitoring sensors, echo sounders, current profilers, and sonar systems. Their cutting-edge technologies are used worldwide in the fishing industry.
The Client world leader in the development, supply and technical support of formulated film coating systems, modified release technologies, and functional excipients for the pharmaceutical and nutritional industries.