CRM Case Studies

Read how various industries are applying CRM Technology to their benefit.

More and more vendors are developing custom Customer Relationship Management (CRM) software solutions for specific vertical markets.

Please note that while these case studies are from customers, they have mostly been sponsored by the vendors themselves, and therefore have a particular bias and positive spin to them. The customers are real, however, and are probably contactable if you wish to verify their experience with a CRM.

24hr Bookkeeper

They’re not actually open 24 hours a day, but they are ready to help their clients whenever they’re needed. The office doors may be closed, but the people who work there are available.

Pinnacle

Find out how Pinnacle Uses Daylite To Nurture & Grow Relationships with Clients

NBAC

NBAC Corp is a unique business advisory and data processing firm that specializes in servicing foreign companies and foreign-born individuals doing business in the United States. They provide global tax, accounting, payroll and HR services to their clients.

Camp Construction

Base brings quick insights and powerful solutions to thriving construction company

SKYFORM

Read this case study and find out why SKYFORM, a Creative Studio in Slovakia, Uses One Word To Sum Up Daylite

typneun

How Graphic Design Agency typneun Uses Daylite to manage their project processes and internal communication. 

UTEC Survey

UTEC Survey: Uniting a Global Sales Team with Increased Individual Accountability Using Customer Relationship Management Softwar

iLand

In the city Kyiv in Ukraine there is a local arts mini festival called the Kyiv Mini Maker Faire that brings together over 50 exhibitors and 2000 guests to  showcase a variety of artistic talents and hobbies.

Expensify

Founded in 2008, Expensify is a San Francisco-based financial services company that provides an online expense management service for customers worldwide.

Gen Y Planning

How financial planner Sophia Bera is succeeding with Less Annoying CRM

Object Health

Object Health is a California based healthcare consulting firm that helps organizations deploy technology to improve healthcare quality.

Valley Surgical

Valley Surgical is a global leader in disposable medical supplies from hospitals and surgeries across the United States. Founded over 10 years ago, Valley Surgical works with relief organizations to provide developing countries across the world with surgical products.

Sartorius

Sartorius Stedim Biotech is a leading provider of cutting-edge products and services for the development, quality assurance and production processes of the biopharmaceutical industry.

TTI Wireless

IT company makes a bold switch and finds good data is easy to come by with Base

Atcom

IT Firm Helps 5x More Customers Without Adding New Staff Thanks to WORKetc CRM

tekRESCUE

A seemingly simple fix can turn into a costly job. Here’s how an IT firm in Texas called tekRESCUE is keeping the insanity manageable with the help of WORKetc

Medical Justice

Medical Justice is a North Carolina based software company that provides lawsuit protection and reputation management services for medical professionals.

Nelson Elder Care Law

We interviewed Josh Nelson to learn how they leveraged Daylite to grow their practice, and why they upgraded to Daylite Cloud.

Cisco-Eagle

See a Case Study of how a Materials Distribution Company used CRM to reduce expenses but increase revenue.

Speck Design

Speck Design Empowers Its Sales Force by Implementing CRM Software

Jim Jordan Photography/White Cross

 Jim manages many actors, supermodels, photographers, directors, hair and makeup artists and stylists. With Daylite he is able to manage all of his companies in one place.

Max Black Real Estate

Max has been using Daylite since 2012 to track leads, close transactions and as a CRM. We interviewed him to find out how he is using Daylite to help win more business and keep his business growing.

Provide Consulting Ltd

CRM In Recruitment/Personnel Placement Industry

Coursecheck

A CRM that helps people find highly rated training courses by publishing rating and review websites for training providers

Maximo Nivel

We’re very excited about our journey and process, and about increasingly utilizing Relenta’s
EMAIL MARKETING – CONTACT MANAGER – CRM – COLLABORATION system.

DigiMapps

DigiMapps Drives Team Productivity and Monthly Sales with Base + Paycove

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