sva_erdman_video
Project:

Erdman

Industry:

Healthcare Facility Design/Build

Technology:

xRM

Type:

IT Strategy, Application Development

Services:

Sales Process Consulting, Automated Workflow, Reporting

Platform:

Microsoft Dynamics

THE STORY

Founded in 1951 by Marshall Erdman, the company quickly became synonymous with healthcare facility design and construction and has completed over 4600 healthcare projects. Erdman facilities are award winning and are recognized for high quality, efficient and innovative functionality.

THE RESULTS

SVA Consulting was culturally aligned with Erdman , as we too like to be known for the same characteristics Erdman is known for before, during and after a project is completed. As Erdman continued to expand into other markets, tracking their sales methodology in one central repository became critical building blocks to their ongoing success. With the firm’s Vice President of Sales as SVA Consulting’s point person, their sales process was clearly defined. SVA Consulting was able to automate the process from Lead to Closed Opportunity and create reports of the sales pipeline that are available to the firm 24/7. Along the way, SVA Consulting was able to de-duplicate data and merge systems from multiple disparate sources so the data is clean and easily accessible.

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