Advanced Income Strategies Grows with Sage ACT!
Advanced Income Strategies, LLC, Gary Scholnick, CLU, ChFC, Bingham Farms, MI
Advanced Income Strategies needed a CRM system to handle a complex, long-term sales process that would enable the company to perform at a very high level with few staff in a virtual environment. We designed a Sage ACT! system that incorporated Advanced Income Strategies’ business workflow and sales and marketing processes into one comprehensive system. AspenTech then thoroughly trained Gary and his staff to maximize their performance and efficiency with their new Sage ACT! system, yielding very high ROI for the firm.