Case Study
A Salesforce.com Quickstart provides a footing for a budding business—and a platform to support long-term growth
A Salesforce.com Quickstart provides a footing for a budding business—and a platform to support long-term growth
CASE STUDY CUSTOMER EXPERIENCE CAPITAL MARKETS © 2015 West Monroe Partners | westmonroepartners.com | 800.828.6708 AN UNCOMMON BLEND A fresh perspective on sales and marketing Motivated by an initiative to expand its business into broker-dealer and registered investment advisor (RIA) relationships, GuideStone Financial Resources sought a fresh perspective on its sales and marketing processes and a new platform that would enable it to ide