A CRM is only helpful when it’s designed for ease-of- use with sales reps and administrators in mind. In our most recent customer testimonial, we sat down with Coakley Brothers Vice President Mary Edwards and Director of Sales Development Mark Klenz. Coakley Brothers is a premier moving services company, serving the Milwaukee and Madison areas for over 125 years. In addition to residential and commercial moving services, they’re also a furniture installation and configuration enterprise. They also sell new furniture and provide light construction and design services. Serving two major customer bases in both Milwaukee and Madison, Coakley Brothers has relied on customer relationship management (CRM) software for help with sales automation and reporting. In order for sales reps

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