Case Studies

Inbound Marketing Consulting Project With Pets For Patriots

November 14, 2011 by Don Dalrymple · 1 Comment

We finished off an inbound marketing system project with Pets For Patriots and they announced it on the wire today.

Their system has an array of automation tools that help to nurture and transact with site visitors.

They have a neat cause for our nation’s patriots and endangered pets. Be sure to take a visit to their site when you get a chance.

New York, NY [11/14/2011] – Pets for Patriots, Inc., a not-for-profit dedicated to connecting last-chance shelter pets with service and veteran members of the United States military, is celebrating its two year anniversary with a major relaunch.

“Two years ago we received our not-for-profit status,” says Beth Zimmerman, founder and executive director of Pets for Patriots. “Since that time we transformed more than 100 lives, those of pet and person, through our honorable pet adoption program. We can’t wait to bring positive change to not just hundreds, but thousands more.”

Since its launch, Pets for Patriots has started its program in 30 states and aims to be in every state by 2013.

To help achieve this goal, Pets for Patriots is working with AscendWorks, which assisted the charity in Salesforce customization, marketing automation and website redesign. AscendWorks donated most of its time to Pets for Patriots and continues to work with the charity to create the infrastructure, processes and tools to support its continued growth.

“AscendWorks automates business processes and implements marketing systems for many different types of organizations,” says Don Dalrymple, AscendWorks President. “Pets for Patriots serves our country’s heroes and helps them with their emotional and practical needs. They save pets and soldiers. We are glad to help make a difference and help facilitate a beautiful process of helping our nation’s heroes. It is inspiring and we are glad to be a part of helping the cause.”

Zimmerman notes that AscendWorks has helped the charity in countless ways. “The passion and dedication they bring to our cause is without peer,” she says. “We’re incredibly grateful for all they’re doing to ensure our charity’s success. They have become our ‘go-to’ partner when we need to figure out how to get something done, and we’re touched that they’ve taken our mission to heart in such a big way.”

The Pets for Patriots website offers many new features, including:
Step-by-step learning and qualifying tours for patriots, shelters and veterinarians
Google map locator to easily find Pets for Patriots adoption and veterinary partners across the country
One-time, recurring, honorary and memorial giving options for donors
New canteen where supporters can purchase limited-edition branded wearables

Pets for Patriots is open to individuals from all United States armed forces at any stage of their careers, including retirees and veterans. To inspire them to bring an adult or other at-risk pet into their lives, the charity provides access to ongoing, discounted veterinary care and financial contributions towards the cost of pet food and other essentials.

“Surrender prevention is an important part of our mission,” says Zimmerman. “Short-term financial hardship leads many people to relinquish their pets. Our goal is to keep the families we help create together.”

The timing of the relaunch wasn’t lost on Pets for Patriots’ founder. “That our anniversary and site relaunch coincide with Veterans’ Day makes this all the more special,” says Zimmerman. “It doesn’t get better than that.”

# # #

About Pets for Patriots
Pets for Patriots, Inc., is a registered 501(c)(3) charity that helps military members honorably adopt adult and at-risk shelter pets. Its mission is to consistently give the gifts of fidelity, joy and companionship to both pet and person. Pets for Patriots is one of the only organizations in the country dedicated to both last-chance pets and military members. The charity is a proud member of the Army AW2 Wounded Warrior Program national community support network, a national partner of the Real Warriors Campaign and is listed by the National Resource Directory for ill and wounded veterans. Visit www.petsforpatriots.org for more information.

About AscendWorks
AscendWorks, LLC is a leading marketing automation strategy company located in Austin, Texas. The company creates and implements custom marketing automation systems and processes that generate and nurture leads for customers around the world. Visit www.ascendworks.com for more information.

Filed Under: Blog, Case Studies, Inbound Marketing · Tagged: Branding, customer experience, Inbound Marketing, marketing automation, marketing strategies, positioning

Salesforce.com Consulting: Project Management For Aars | Wells Marketing Firm

August 24, 2011 by Don Dalrymple · Leave a Comment

Aars | Wells is a marketing and advertising firm which hired AscendWorks to consult on their Salesforce.com implementation. They were seeking to automate their project management processes for their boutique agency. Their approach was novel based on customizing their system for their industry. I took some time to catch up with Alex Wells, Principal of Aars | Wells.

Don D.	Alex, thanks for taking the time to discuss your Salesforce.com success. How did you get started?
Alex	I had been researching systems that could serve as a project management tool for our agency for years. I never knew much about Salesforce, but once I started looking into it and realized that there was customization available, it became clear that it was going to be a great tool for us.
Don D.	You had contacted AscendWorks at some point in your process. What compelled you to seek Salesforce.com consulting?
Alex	Salesforce can be intimidating right out of the box, and with the level of customization we needed for our system, we knew we would need a consultant.
Don D.	How did you go about deciding on AscendWorks for Salesforce.com consulting for your organization?
Alex	AscendWorks was recommended to me by Salesforce. They recommended 3 or 4 consultants, and after speaking with each of them, AscendWorks seemed to have the best attitude about helping us figure out what we could do with Salesforce. The other consultants seemed to want a blueprint of how we wanted our system to work, and we really didn’t have that. We needed some strategic and philosophical help first, before we ever got into technology
Don D.	What kind of strategies did you discover during your consulting experience?
Alex	Better ways to keep people on the same page, better organization, better cost control (for outside production costs), better birds-eye view of how our projects were going. Lots of strategies As you know, we use SF almost entirely as a project management tool and not as much for the lead generation/sales pipeline features that are sort of native to SF. We plan to use those though, as our business matures and grows over time.
Don D.	Great. How was your business run in the past before Salesforce.com with regards to project management?
Alex	We had another software program that we were using to track jobs, but it was very limited in its functionality and didn’t necessarily perform in-sync with how we do things here. We also weren’t able to track job costs in that system, and as we began to commit to larger production expenses for our clients, this became a major issue.
Don D.	Can you explain how your customized system works today in your business to manage projects?
Alex	We don’t do a lot of impersonal prospecting here {at Aars \| Wells}. Most of the leads are referrals or warm leads, so the first layer of the system is what we call the “program” level, where we keep track of the discussions we have with these people and chronicle our activities during the process of bringing them on board as a client. It is a long sales cycle, so the program layer is critical. Once we have the business, the program sprouts into jobs. Jobs are the individual projects that we do for our client. Most of our clients have many components to their campaign, but all the components are working in conjunction with one another. So the campaign is essentially the program, and the components are the jobs. We can have a birds-eye view of either one at any time. Within the jobs, we have detailed time tracking, cost tracking and note taking features, that are really essential to keeping everyone on the same page and ensuring profit on the job.
Don D.	Sounds excellent, Alex. You have worked hard to perfect your system. Can you comment on AscendWorks contribution to your Salesforce success?
Alex	AscendWorks has been very helpful…in addition to really listening to us and helping us refine our working process (so that we would know how we can get maximum value from Salesforce) they’ve continually, proactively sought out and suggested quicker, more affordable solutions to help us do what we need to do, if they felt there was a possibility that such tools would save us money (rather than doing a lot of expensive custom development).
Don D.	Thanks, Alex. For someone considering hiring AscendWorks as a consultant, what would you say?
Alex	I would say they’ll get a thoughtful, smart partner that will help them get full value out of salesforce.
Don D.	What would you say to other advertising and marketing firms for considering Salesforce.com for their project management?
Alex	I would say, if you haven’t previously considered salesforce, you need to. If you are considering salesforce, you’re going to need a consultant that can help you integrate the system into your business and unlock its full potential for you. If you don’t you really could be wasting money or at least leaving money on the table.
Don D.	I appreciate your time, Alex.

About Alex Wells

Alex Wells is a principal at Aars | Wells, a full-service advertising and marketing firm based in Dallas, Texas. In addition to managing the firm’s business development and service delivery programs, Alex leads the account planning and campaign strategy initiatives for Aars | Wells’ diverse roster of clients.

Filed Under: Blog, Case Studies, Salesforce ·

Salesforce.com Consulting: Legal Process For Prevost And Shaff Attorneys

August 17, 2011 by Don Dalrymple · Leave a Comment

Prevost and Shaff is a law firm which decided to automate the way they managed legal cases. They partnered with AscendWorks to customize Salesforce.com for Matter Management for increased productivity and collaboration. They were able to move into the cloud and keep accountability between their staff and three locations.

Furthermore, they work with other attorneys, courthouses, clients and documents related to cases. This is all managed from their central customized system which our consulting team implemented. I caught up with Sonya Clements on their team recently to get an update. Here are some notes from our chat.

Salesforce Success Interview With Sonya Clement:

Don D.	How is Prevost And Shaff using Salesforce.com today?
Sonya C.	We are using it to schedule tasks on each person that are due in the future. We are also logging each conversation with the client or with the opposing counsels so that everyone has access to the status of the case.
Don D.	Before Salesforce.com, how did this kind of workflow get done?
Sonya C.	It would usually get done by the files on our desk with notes on top. We would see the due date on the calendar. You would have to pull the file physically to give a status on a case.
Don D.	It sounds like Salesforce.com is now the case record, a virtual file folder. Is this true?
Sonya C.	That is correct. Anyone in the office can open a file and see what has been done on it without having to either ask the person or pull the file.
Don D.	When AscendWorks helped your team customize Salesforce.com for your requirements, what was the result for your team and the experience?
Sonya C.	I believe that we are better organized now with Salesforce.com. The experience was great. They were always there when we had questions or needed help.
Don D.	Are there some specific features that have been personally helpful?
Sonya C.	The email templates are especially helpful because they cut down on a lot of time. Before Salesforce.com we would have to go in and type the complete information. Now that we have templates set up, when just have to go in and change a couple of words and then send it out.
Don D.	So the custom email templates have changed the customer experience? Has this customization made an impact on customers? What kinds of feedback have you heard?
Sonya C.	With the ability to send information out quickly, the customers are enjoying getting more frequent updates on their cases.
Don D.	If someone was considering working with AscendWorks for Salesforce.com consulting, what would you say?
Sonya C.	I would tell them to do it for sure. It will help organize their files and make it a lot easier for them to manage their clients.
Don D.	Thanks for the kind words. Any last comments?
Sonya C.	I would just tell everyone that it is definitely worth every cent. It has made out lives alot easier and less cluttered.

Sonya Clements works on the Prevost And Shaff legal team on family law, bankruptcy, personal injury, credit card defense and automobile finance fraud cases. She has had 15 years in the industry and helps to execute a customized service process for her law firm.

Filed Under: Blog, Case Studies, Salesforce · Tagged: Change Management, Customization, Implementation, process, Salesforce Consulting, Salesforce.com, Salesforce.com Strategy, Salesforce.com Success

Salesforce.com Consulting: Aligns Abraham Trading Company

August 12, 2011 by Don Dalrymple · 1 Comment

Abraham Trading Company, a futures trading firm based in Canadian, TX, sought to improve their sales and marketing processes. They sought out AscendWorks to help them work on strategy and process within Salesforce.com as well as data migration from a client-server based CRM system.

Chris Kemp took some time to share his thoughts in the interview below:

Don D.	Thanks for taking the time this morning
Chris K.	Absolutely.
Don D.	How are you guys using Salesforce.com today that has made a difference in your business?
Chris K.	Before we started using Salesforce, we really just used our CRM software to keep track of our client information, we were not using it to help keep our sales process streamlined and organized. Now we are really using Salesforce to keep us on track and focused in our marketing efforts.
Don D.	What was your experience like with AscendWorks to get Salesforce working the way you wanted?
Chris K.	We signed up with Salesforce because we liked the idea of cloud computing and the ease to sync client records with each other. However, when we got on Salesforce we realized it was a broad template and there were some features that were not necessary for our business and some features that we wished it had. We called AscendWorks and you guys were really able to understand what tools we could use to help be more effective in our marketing efforts. Working with Don and the team has been a great experience. Not only have they listened to our requests but they have come up with some great ideas to help us use our time more effectively and use Salesforce to its full extent.
Don D.	Thanks, Chris. That is kind of you. How has collaboration worked for you guys using Salesforce.com? Are there some customizations which you can comment on that work especially well for you?
Chris K.	Recently AscendWorks was able to create a custom upload so that we could update our clients’ account information on a monthly basis. Having this information at our fingertips when clients call is very necessary and so this customization is very helpful for our team. Before we got on Salesforce, each of us would update our records and at the end of the day we would have to organize a sync. Using Salesforce and having real-time updating makes so much more sense. We can create tasks for each other throughout the day and update client or potential client records and immediately have access to those.
Don D.	If you had to advise someone considering working with AscendWorks for Salesforce.com consulting, what would be your advice?
Chris K.	Our company has been very happy with our relationship with AscendWorks and how they have helped us optimize Salesforce. They have been very attentive, they complete tasks in a very timely manner, and are a very professional group. We would recommend AscendWorks to anyone that is getting started in Salesforce and needs to learn how to use it more effectively for their business.
Don D.	Thanks, Chris. We have enjoyed working with you and your team as well. Any closing thoughts?
Chris K.	The key to being able to use Salesforce and the customization AscendWorks provides effectively is making sure that you actually use it and form those good habits. It took us a while to adjust to the new format and the process that we used for marketing but now that it has become habit we are really glad that we made the switch.

About Chris Kemp

Chris works on the marketing team at Abraham Trading Company, a futures trading firm based in Canadian, Texas. He graduated from the University of Texas – Austin with a degree in Economics, and was a member of the Swimming and Diving team that won three National Championships.

Filed Under: Blog, Case Studies, Salesforce · Tagged: cloud computing, Customization, Integration, process, Productivity, Salesforce Consulting, Salesforce.com, Salesforce.com Strategy

Salesforce.com Consulting: Simplified Process For Pets For Patriots Non-Profit

August 9, 2011 by Don Dalrymple · Leave a Comment

Pets For Patriots helps our military veterans and endangered dogs and cats find meaning and life together. Their organization works with multiple parties including donors, veterans, shelters, veterinarians, volunteers and press people. They have multiple business processes which needed to be captured and managed within Salesforce.com.

Beth Zimmerman, the Founder and Executive Director of Pets For Patriots took some time to reflect on our work with her organization in Salesforce.com. Here was the interview:

Salesforce Success Interview With Beth Zimmerman

Don D.	Question: How were things using Salesforce.com previous to AscendWorks?
Beth Z.	Using Salesforce was extremely challenging. Our configuration was extremely complex, but we had no idea how to do anything about it. We felt “owned” by our Salesforce setup, rather than liberated by it to help us do great things. We had to enter a lot of data in duplicate, which not only wasted valuable time, but caused a lot of errors.
Don D.	Where were the gaps for you? I believe you were the administrator, correct?
Beth Z.	Yes. And because it was so complicated, I couldn’t imagine how to bring in other users and train them in our process; it was so Byzantine. And the errors – minor, but preventable – were stacking up. We had no visibility into what was working, where we were in our pipeline – nothing. We were flying blind.
Don D.	When you started with Salesforce.com, what was the vision you had?
Beth Z.	Good question. Although we had nothing to input initially, we knew that to achieve our vision of being a nationally operating organization, we needed a strong CRM to help us scale and keep track of all the relationships that matter to our cause. So I envisioned Salesforce as the place where that information could live, be easily captured, organized and ultimately that we could make real sense of it to drive our decision making. I think I also thought it had more intelligence, more ability to trigger various steps in our still-evolving process, and never imagined that we would spend so much time in the weeds being managed by it.
Don D.	How was your process still evolving?
Beth Z.	We were a new charity and were doing a lot of trial by fire; we weren’t sure what approaches would work, so we were just tossing mud against the wall to see what would stick. For example, the way we recruit veterinary partners has gone through a few iterations, and even included at one time sending faxes directly to the doctors (gasp!) and following up with a phone call from a veteran/volunteer. We’ve moved beyond that approach, thankfully. But overall, I saw it as something that would make our lives easier – particularly mine, since I’m so involved in everything we do as an organization.
Don D.	When you engaged AscendWorks to help with Salesforce, what was the experience like to help drive your process?
Beth Z.	It’s funny, because I remember one particular call with AscendWorks when I was staring at a blank page (figuratively); I couldn’t say what the process was that I had been doing for well over a year. We had a process, but it was so second nature I was unable to pick it apart. AscendWorks simply took the lead, and helped me articulate the process in a way that it could be documented and shared.
Don D.	As you walked through the strategies and implementation, I can imagine your business became clearer?
Beth Z.	Once we were able to start documenting our process, AscendWorks helped us pull some of the complexity and unnecessary steps out of it. Yes; seeing enabled us to get rid of steps we didn’t even realize were either duplicative, unnecessary or outright unproductive. It made it much easier to be able to train volunteers and use the process as a way to discuss our outreach approach and culture.
Don D.	You have a fairly complex operation. How does the new customization help support this going forward?
Beth Z.	First, it took out all of the unnecessary complication, so it takes fewer steps to accomplish our goals. We can now more easily focus volunteers on specific aspects of our operation, where before we had no way to do that. And with a new set of customized reports that are tailored to our fairly complex operation, we can distill the most salient pieces of information and make decisions about what’s working or not working in our charity. I think this gets to what I think is one of the greatest distinctions of AscendWorks: the ability and interest to understand what we do in order to help us do it better, through technology.
Don D.	Thanks, Beth. That is very kind of you. We enjoy working with you and your organization. If you had to speak to someone in your situation with Salesforce.com and whether they should do business with AscendWorks, what would be your advice?
Beth Z.	Without hesitation, work with AscendWorks. In fact I’ve already made a referral to one of my favorite and most trusted clients, and I make referrals very sparingly. I think many businesses would find it hard to believe that there is this company out there that really can “get” what they do, and bring clarity to their processes and operations through a very astute use of various customizable, yet off-the-shelf technologies.
Don D.	Thanks, Beth. Any closing thoughts?
Beth Z.	It’s totally cliche, but there is that peace of mind factor. I remember that I wasn’t sleeping well for months leading up to us hiring AscendWorks. Once we decided to move forward, I actually had my first full night’s sleep in a very long time. True story. And as we continue our partnership together, I’m still sleeping well! You’re welcome!

Beth Z.

Quick closing thought: I would say to a business leader considering hiring AscendWorks that you might not completely understand everything they’ll do for you before you sign on the dotted line, but take a little leap and you won’t be disappointed.

About Beth Zimmerman, Founder, Executive Director and Chief Executive Officer, Pets For Patriots, New York City

Pets for Patriots, Inc. is the inspiration of Beth Zimmerman. Growing up, her family adopted dogs from local animal shelters, and she experienced firsthand the transformative love of a companion pet. Her parents instilled in all their children a deep sense of patriotism and an abiding respect for those who serve it.

Beth developed a keen business sense through more than 25 years of corporate and entrepreneurial experience, including her current responsibilities as a small business owner. In founding Pets for Patriots, Beth is committed to give the most vulnerable shelter pets a second chance at life while enhancing the lives of our veterans and service personnel.

In addition to her roles at Pets for Patriots, Beth is principal of Cerebellas LLC, a strategy consulting practice she founded in 2003. Although Beth is not permitted to have dogs in her residence and is allergic to cats, she remains fiercely dedicated to saving their lives.

Filed Under: Blog, Case Studies, Salesforce · Tagged: Customization, Integration, process, Salesforce Consulting, Salesforce.com Strategy, Salesforce.com Success, strategy

Customer Success: Chad Brooks, President & CEO of ADS

July 22, 2011 by AscendWorks Consulting · Leave a Comment

[video_testimonial company_link="http://adsautomarketing.com" company_name="ADS" testimonial="My experience in working with AscendWorks has been efficient, exciting, fun, and effective. They are not the type of company that will rest on their laurels. They are always looking for new and innovative ways to help generate more revenue for your company. Our business is growing and our customers are noticing the changes that we are making. It's a really good feeling as a young entrepreneur to know that there are people out there that are genuinely concerned and really want to help you reach your objective.

The advice I would give to someone who is considering using AscendWorks. If your afraid of work then don't bother. If your looking for a shortcut or a short answer then don't waste their time. They are professional. If you are passionate and you believe you have an answer and you want to share that answer with the rest of the world, you'd' be hard pressed to find anyone better than AscendWorks. I can assure you that." contact="Chad Brooks" position="President - CEO" video_number="806130"] [/video_testimonial]

Filed Under: Blog, Case Studies, Salesforce ·

Sales Process: Jeff Nicely Sales Account Executive

March 24, 2011 by Don Dalrymple · Leave a Comment

We caught up with Jeff Nicely recently to reflect upon his experience with AscendWorks in helping him and his team with designing and implementing a sales process which was effective. He was able to build trust in a way that was not previously done. We asked him to tell us about his experience.

Don D.	How long have you been in sales?
Jeff N.	10+ years
Don D.	That’s a long time. What kind of approaches have you used in the past?
Jeff N.	Door to door cold calling, direct mail (in the past), networking events. Referrals from clients
Don D.	When you hired AscendWorks to help you in your sales processes, what was the experience like for you personally?
Jeff N.	My experience with AscendWorks was very positive. It was personal, timely, and relevant to where I was in my sales career at the time.
Don D.	Can you describe how your sales process was enhanced from the systems and process AscendWorks delivered?
Jeff N.	One enhancement I experienced was the ability to be with a client or with my family and have potential clients booking appointments on my calendar. That one system alone allowed me to step into more important areas of my life while my business continued to run and grow. That one system has been a welcomed addition to my sales process!
Don D.	Fantastic. Were there ways your systems also helped you build trust with prospective customers?
Jeff N.	Prospective customers were able to get to know me prior to the consultation and sale. This allowed a new level of trust to be built with the customer which enhanced the buying process for the customer and it was much more effective for me!
Don D.	That’s great. What how would you describe AscendWorks’ approach to sales and marketing process and systems?
Jeff N.	AscendWorks’ approach to the sales and marketing process is buyer focused, relevant to the way our customers think and buy, while being very personal. The approach emphasized the importance of understanding how the customer thinks and makes buying decisions. The systems were fresh, inspiring and effective!
Don D.	Jeff, what would you say to someone considering doing business with AscendWorks?
Jeff N.	I would encourage them seriously consider partnering with AscendWorks because the wealth of practical information that will be gained from the experience will serve your business well into the future! The systems are effective and the systems they teach really work! Thank you!
Don D.	Thanks, Jeff.

About Jeff Nicely

Jeff Nicely

Jeff works with TV3 Winchester and has had past sales positions with Aflac and other sales organizations. He currently leads the Top Of Virginia Chamber of Commerce Lead Share Group and Winchester Wealth Builders. He continues to mentor other sales professionals sharing his systems and processes for continued effectiveness.

Filed Under: Blog, Case Studies, Sales Process · Tagged: customer experience, sales process, trust

Customer Success: Clore Automotive Marketing Automation

July 14, 2010 by AscendWorks Consulting · Leave a Comment

Clore Automotive is a leader in the design, development and manufacture of automotive service equipment, including portable power sources, battery chargers, cooling system service equipment and automatic transmission fluid exchange equipment. Their brands include many of the most widely recognized names in automotive equipment, including SOLAR, Booster PAC, Jump-N-Carry, VIPER and T-TECH.

Clore had specific needs they wanted to achieve when they approached AscendWorks. Those needs were:

Develop marketing campaigns geared towards customers who registered their products online.
Automate marketing
Track results using Salesforce.com

To achieve the results desired by Clore, AscendWorks devised a campaign around the community of Clore customers. It was important to provide their current customers with resources that informed them of Clore products, user comments, support access, and participation in online activities around it’s products.

The marketing automation strategies and processes we set up in collaboration with Clore added over 2,000 users with email addresses. Various lead flow campaigns nurtured users based on their interest in specific products.

Contests and surveys were custom developed with prizes of equipment and designer t-shirts sent to Clore customers that participated.

Customer testimonials were gathered and helped reinforce the content developed around the story of using Clore battery chargers and service equipment.

Lead scoring metrics were used to classify the top 100 leads interacting with the site content and monthly newsletters which was consistently produced and published. The monthly campaigns continued to build the number of leads in the marketing automation system and create awareness of the Clore brand.

The design elements were refreshed and created an apparent connection with the customer base. Notifications of what customers were doing with the content and how they were responding to call to actions were continually pushed to the Clore team. This project was set up and completed within 30 days with ongoing marketing to grow the customer list over many months.

Filed Under: Blog, Case Studies, Marketing Automation ·

Customer Success: Billy Price Attorney Marketing Automation

May 15, 2010 by AscendWorks Consulting · Leave a Comment

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Billy Price Attorneys at Law is a Dallas law firm specializing in bankruptcy law. Faced with steep competition for bankruptcy services in the Dallas/Fort Worth metroplex, Mr. Price wanted a strategy that would differentiate him from his competitor. He also wanted to engage a prospective customer in a meaningful way that brought value with minimal effort.

The company engaged AscendWorks with four primary goals:

Streamline processes for workflow and customer engagement
Re-brand company
Develop an online marketing strategy
Automate marketing and measure marketing efforts

AscendWorks began by leading effective execution and change through implementing Salesforce with an effective custom strategy. This brought immediate relief to the company by building the capabilities needed to execute effectively. We

helped ensure a robust coordination — up, down, and sideways. Through this process the company achieved effective information sharing and cooperation, bringing coherence and focus to execution and improving the bottom line. The process helped the company avoid “speed traps,” resistance, and other change-related problems that hurt execution. Our strategy defined responsibilities, accountability, control, improved coordination, and above all provide structure that enables a leader to effectively lead the organization to support strategy instead of resisting it.

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The company’s marketing strategy had been largely ineffective at the time of our engagement. Within 45 days we had executed an online strategy that increased business over 400%! Visitors moved from anonymous to known through an equitable exchange of value for key information. Through focused campaigns we brought content to prospective customers that was personal, relevant, and timely. Through digital observations we were able to learn the telltale signs of the ideal customer for Billy Price and answer the following questions:

How ready to buy is this person?
How interested is this person?
What type of message best resonates with this person?
What information on this person would be useful to obtain?