Highly visible nonprofit responsible for promoting the growth and development of a major U.S. metro area.
Create an enterprise CRM to provide a 360 degree view of clients, vendors, suppliers and all company activities/events.
Part 1: Utilizing our proprietary Enterprise CRM Assessment Methodology, Antero uncovered all business requirements across 6 companies and matched these needs against multiple CRM products. Salesforce.com was recommended with integrations to finance, marketing automation and events management. Functional design was developed.
Part 2: Antero was awarded development of this project after it was competitively bid to 7 companies. Antero completed development of a comprehensive Salesforce.com CRM for tracking sales, membership, committees, event tracking, vendors, suppliers, invoicing and more. The CRM is highly integrated to third party packages.