Myrtle Beach Real Estate Inbound Marketing

The Hoffman Group works with real estate investors and residential home buyers in Myrtle Beach, South Carolina. Their buyer can be those that are local or out of state. The Hoffman Group hired AscendWorks to help with inbound marketing strategy and marketing automation systems.

Our team walked through a project scoping and set up a new vision for how a buyer would experience the brand and process for moving from interest to becoming a lead. We outlined these strategies for a website that would function to provide ongoing value for new and repeat visitors.

The Hoffman Group was excited at the prospects. We went to work on the design elements, framework and web programming to bring the vision into reality. Furthermore, a special agent CRM system had to be customized and integrated into the website for any new inbound lead activity as well as to show any real estate represented by agent. This was carefully captured for the specific requirements.

Today, there are ongoing marketing campaigns, communications and nurturing systems at The Hoffman Group’s website. Our team provides weekly and quarterly metrics and reviews which help to improve the processes a new visitor experiences. The lead generation for The Hoffman Group has been dramatically higher than anything in the past as they are getting found via online search and social media channels which were previously closed. New homebuyers have enjoyed researching home and financing options as well as tools which our team at AscendWorks provides ongoing.

The Hoffman Group has assets which persist forever now and continues to build a compound interest effect with the content pieces AscendWorks has developed to nurture, educate and convert leads.

Inbound marketing works to help The Hoffman Group get found. Marketing automation systems nurture and convert leads in a ready pipeline.

Marketing Automation For Lead Conversion For UK’s WANdisco

WANdisco provides software which is used by half of the world’s software developers. Their software enables groups to work on the same source code regardless of location. On a daily basis, their inbound marketing leads come from all over the world with thousands of visitors every month to their landing sites.

Our team was hired to work with the WANdisco team in San Ramon, CA and Sheffield, England. The inside sales team had too many leads to cull through and our focus was on creating lead scoring and lead nurturing campaigns which would qualify and surface the likeliest candidates for sales engagement.

We worked with two major systems – Loopfuse marketing automation and Salesforce.com – and started with strategy to develop the specific buying process. In our project work, we created the targeted buyer profiles which WANdisco sought and segmented various scoring criteria based on flow diagrams that captured how a lead would move through a qualification life cycle.

At certain decision points, lead nurturing would be used to provide valuable content to an unready buyer. As the lead nurturing content was consumed and the digital feedback from the recipients was measured, Salesforce.com triggered the inside sales team for follow up on the ready leads.

We customized Loopfuse with design elements, content and logic triggers for driving the strategy we worked with WANdisco management on. We tracked all the complexity in our project management system and delivered according the schedule and budget our teams agreed upon.

We continued in an advisory role with various lead nurturing strategies to augment the marketing automation campaigns that were geared towards specific demographics and campaigns.

Helping to simplify the complexity involved within the design and implementation of marketing automation and sales process was a large part of our work that helped WANdisco move their systems towards higher levels of success.

 

Dealer Marketing Strategies Increase Monthly Marketing Campaign ROI

Marketing Automation system and contest which drives leads

David Stanley Ford is based in Oklahoma City, OK and is a regional Ford dealership. The typical dealership is caught in the relentless cycle of having to refresh its monthly pipeline of customers with traditional, interruption marketing tactics. AscendWorks helped David Stanley Ford with an inbound marketing strategy which helped their marketing dollars become much more effective for converting prospects into leads.

Customer Stories

David Stanley Ford’s customers were largely detached as the car buying experience was typically transactional in nature. AscendWorks created a new vision for capturing the stories, passions and fanfare of customers with stories based on marketing campaigns for contests and prizes. We built an exchange of value into the customer experience. Those leads that were unprepared to respond to the typical “buy now” marketing blasts of direct mail, tv, radio and billboards could now participate and get drawn into a more personal and social experience.

AscendWorks managed the social media communications as well as indexed content to drive inbound leads. Thousands of new leads were generated from the ensuing strategies. We provided metrics to help our team analyze buyer movements as well as inform the management team at David Stanley Ford of how the inbound marketing strategies were evolving.

With each iteration, specific steps in the buying process were tweaked and readjusted to drive lead conversion.

Sales Leads

Ready sales leads were segmented and funneled to the sales team. AscendWorks constructed sophisticated lead nurturing campaigns for leads based on their timeframe for their next purchase and their preference in automobile. Our team built dozens of communication pieces with specific high quality design elements to nurture the customer and create brand trust with the David Stanley Ford name.

The logic in the dealer marketing automation system helped to drive lead conversion which was measured and captured in the ongoing metrics reports with the customer. Over time, the return on investment could be seen along with a growing pipeline from a marketing funnel which nurtured leads over the next six months readying them for specific follow-up and sales.

David Stanley Ford aligned their other marketing campaigns from outbound marketing to the marketing automation site we developed to convert leads into ready buyers.

The rigorous ongoing work of delivering new creative pieces and campaigns which convert leads from marketing campaigns, social media and Google search keeps a growing funnel of leads for the David Stanley Ford sales team.

Meanwhile, they have a growing asset which helps them to get found and has created a viral effect among its customers. The stories continue to live on. The marketing automation system works 24/7 to identify, measure and convert leads based on their buying profile.

David Stanley Ford experienced a way for increasing their effectiveness with other marketing channels while having a more intimate relationship with their audience of future and past buyers.

Marketing Automation System Streamlines EpiGenie Content Management Service

 

Epigenetics is a highly specialized area of science which is continually changing. EpiGenie is a company that monitors and reports on the cutting edge technologies which drives epigenetics research. AscendWorks worked with EpiGenie on their marketing systems for servicing their customers to streamline the production process of content management and increase search engine optimization online via specific technologies and platforms for getting found.

Previously, EpiGenie had a cryptic and hard to use content management system which was not fully optimized. Furthermore, leads generated from their content marketing site required nurturing for ongoing purchasing decisions, education and funneling for sales engagement for their customers. It was cumbersome to get the work done, control the information easily and nurture the leads which were being produced.

AscendWorks provided marketing strategy and advised on specific processes that would capture and drive lead conversion. We worked extensively to migrate data from an outdated database into a current marketing content management platform which we customized and can be seen at epigenie.com. Our development team created many layers of automation and customization in addition to the design work specified by Epigenie.

The system allowed for greater control by users for publishing, optimizing and managing ongoing content.

Furthermore, we customized our Bullseye Marketing Automation system to create lead nurturing for 32 different technology vendors. Logic which supports education and nurturing helps to convert leads interested in learning about specific vendor products promoted on the site. Integrations with a CRM system that AscendWorks implemented along with various logic pieces makes for a cohesive and tightly managed buying process as new leads discover what they are seeking.

The EpiGenie team has a system which far surpassed their previous marketing systems from these standpoints:

  • Control. The team can have various user accounts and manage the production of continuous content.
  • Optimization. The new marketing system platform has programming for Google indexing and page ranking.
  • Process. AscendWorks helped to design and implement more fluid lead capture and conversion processes.
  • Technology. AscendWorks introduced technologies, educated and helped EpiGenie adopt usage in addition to discovering what is available.
  • Automation. Gentle and easy lead nurturing via automated communications and tracking is now visible.
  • Content Creation. Growing database information on products, vendors and research discoveries can be catalogued accordingly with new levels of controls.
  • Design. AscendWorks advised and collaborated on design elements with the client and then implemented based on their desired requirements. A fresher look from the previous elements are part of the site design.
  • Innovation. A framework for iterating and updating design elements and new future functionality has been established as new customer requirements come online.

The strategies, advice and execution can be seen from the many engineered processes under the hood at epigenie.com. Marketing automation which works to attract, nurture and convert leads has created an opportunity for winning new customers as well as servicing the current customers that work with Epigenie.

Inbound Marketing Consulting Project With Pets For Patriots

Pets For Patriots LogoWe 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.

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

Aars Wells LogoAars | 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 AarsAlex 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.

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

Prevost And Shaff logoPrevost 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.

Salesforce.com Consulting: Aligns Abraham Trading Company

Abraham Trading Company logoAbraham 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 KempChris 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.

Air Limo Service Inbound Marketing System

Inbound marketing system and video developed for Kavoo.

 Based in New York City, Kavoo provides a regional air limo service for business and personal travelers that want to avoid the inconvenience of commercial airlines. Kavoo hired AscendWorks to drive awareness and help getting found via a defined inbound marketing strategy. Our team worked to define the specific buyer profile and provided a marketing strategy roadmap. In this case, the buyer was geographically located in the Northeast and East coast with high disposable income.

We then created a set of project milestones for delivering design elements on a new optimized content management system embedded within the flykavoo.com domain. We started to drive inbound visitor traffic from indexed content which was relevant and carried authority for Google search. On a weekly basis, the metrics were presented to the Kavoo management team and showing marked increases for site traffic.

The design elements of the site enhanced much of the color scheme from the original site. Our team modernized the look and feel and created specific calls to action which appealed to site visitors. As leads were generated, the inbound marketing system fed these to the Kavoo sales team for follow-up.

AscendWorks developed a high fidelity video to help an initial visitor orient themselves to the quality and lifestyle Kavoo sought to communicate. This was an initial view on the new inbound marketing landing site and provided entree to the rest of the content which drove trust and connection with new site visitors.

AscendWorks inbound marketing team provided continual content highlighting regional destinations for travelers. The assets built over time created a compound interest effect for getting found as we continually optimized the buying process for those searching.

Furthermore, we managed the social media communications to drive interest towards the newly built content that we created.

Today, Kavoo has a growing asset which persists for helping new leads find them. Our service provided visibility on what was happening in real-time and how buyers were moving through the marketing automation funnel.

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

Pets For Patriots LogoPets 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.
 
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

Beth ZimmermanPets 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.