Sometimes,
our clients tell our story better than we can.
Gillespie Robinson & Grimm, Inc.—ITComplete™ Advanced
“Our type of business requires a lot of focus and attention to the business itself, so as much time as we can free up from issues like IT so that we may be more closely tuned into financial markets and our clients, the better…The more time you can put into your business, the better chance you have of being prosperous…ITComplete allows us to do that.” — Park Duncan
Duncan is a Partner at Gillespie Robinson & Grimm, Inc. There are no IT professionals on staff at this 9 person firm. GRG relies on UNAPEN and the ITComplete™ Advanced level for all IT related support and maintenance.
NCM Capital Management-ITComplete Professional
“I was tired of letting my infrastructure dictate my day. I needed a solution that would allow me to be in control of my system so that the people in my firm wouldn’t have to work around the technology they depended on—the technology would work for them.” —Betty Bynum
Betty Bynum has been with NCM Capital Management for 17 years, 12 of those spent as their Information Systems Manager. She administers ITComplete™ Professional level to automate the monitoring of her system which includes over 50 PCs and 10 servers. ITComplete™ Professional has allowed Bynum to refocus her role at NCM to higher level projects and initiatives.
Ferguson Wellman-ClientLogix™
“We found ourselves bottlenecked and stymied with our former CRM. We needed true, configurable CRM functionality…After evaluating our incumbent vendor’s solution and a dozen CRMs, we chose UNAPEN’s ClientLogix—it was simply the best fit.” —Shawn Swagerty
A few years ago, Ferguson WellmanFerguson Wellman started becoming increasingly challenged by the way the firm’s outdated CRM technology seemed to hold data hostage more than making it available and useful. However, Swagerty was familiar with the barriers to successful adoption of a new system, so he was determined to make the implementation and adoption of ClientLogix™ a positive one. Looking back on how he approached implementing and adopting the CRM in the firm, Swagerty was able to identify 10 things he did to make sure the implementation of his new CRM was successful.
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