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

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