For more information visit www.loganconsulting.com Case Study: Integrity Financial Advisors The Client Integrity Advisers is a Chicago area based Insurance Broker focused on providing health care policies to individuals and supplemental policies for seniors over 65. Rich Ziemianski and Linda Signore are the two principals of the firm. With the help of Logan Consulting they have fully embraced and integrated their daily business operation with Microsoft CRM. The Opportunity Integrity Advisers had been running their business operations within a custom ACT on-premise multi-user system that greatly limited their potential for growth. At the time, they had 12 users in the system, but unfortunately 12 users pretty much maxed out ACT, and Integrity was looking for a long-te

Join for free to read