CVMedia, Mike Mnich, Northville, MI

CVMedia had been using Sage Act! for years. After attending a seminar sponsored by AspenTech Consulting Group, Mike realized that his firm was utilizing only a small percent of Act! and that CVMedia would benefit greatly by working with AspenTech Consulting Group.

Greg Knapp worked with CVMedia to train their users, not just on the functionality of Act!, but on how to incorporate Act! into their business processes. This training lead to Marshall Knapp customizing CVMedia’s Act! database to enhance customer segmentation for telemarketing, marketing, sales, customer service and support.

Once CVMedia had achieved a higher level of utilization of their Sage Act! system within the company, Greg Knapp implemented Swiftpage Email Marketing for Act!. AspenTech’s Swiftpage training included coaching on alignment of sales and marketing; communicating the right message paired with data segmentation; designing messages for the highest impact; and use of A/B testing to determine what is working and, most importantly, what isn’t. After the first month of Swiftpage usage, the ROI from the project confirmed that Swiftpage’s implementation was a wise decision.

CVMedia  (www.cvmedia.net): Specializing in video production and website development.

  • Located in Northville, MI
  • Customized Sage Act! 2013, v15
  • Swiftpage Email Marketing for Act!

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.