Using a CRM to Consolidate and Collaborate
Redco Group sought out a reporting solution in the form of a CRM system that would consolidate the views of their metrics across the company and allow for greater collaboration between departments.
“Pontem included me in every step of the development with organized meetings, progress reports, and phased testing.”
Pontem took the time to understand my business needs, listened to what my pain points were and took the lead with FlowForma to create a customized workflow that will work for recruitment. Pontem included me in every step of the development with organized meetings, progress reports, and phased testing. Every question or concern I had was addressed with a quick phone call, or email. My team is very excited to have this digital workflow!
“Excellent customer service, wonder experience and a huge value add to our audit team!”
The team at Pontem Innovations took the time to understand the objectives of our audit approach and quickly worked with their Power BI software to build a customized analytic tool that allowed us to obtain 100% assurance over a large volume of data. The team was able to reduce their time the second year and leverage off the first year analytic tool and were always transparent with the fees and keeping us informed of any challenges. Excellent customer service, wonder experience and a huge value add to our audit team! Thank you!
“I really think they did an amazing job.”
“I get a lot of value from the relationship and have built a lot of trust in them as business partners.”
“We are impressed by their creativity and drive for new ideas.”
“There’s a cost-benefit to what they do for us and they’ve been able to move our business years ahead.”
“They delivered something that both met our needs and exceeded our expectations.”
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Customized Analytics
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Thanks to Pontem Innovations’ efforts in the project the company realized several areas where they can use data effectively. The workflow consisted of weekly reports that the company thought was effective.