Case Study | Montgomery & Graham Microsoft Dynamics required in-office or VPN access and consumed significant resources. With AgencyBloc, they looked forward to better data analysis to truly understand the breakdown of their overall revenue and make informed decisions for the future. The Result After 2 years with AgencyBloc, Montgomery & Graham is able to perform more robust data analysis. With commissions and CRM functionalities in one system and using AgencyBloc’s import utility, they’ve streamlined data and information upkeep. This saves their account management staff 30 hours and $750 per person per project . They use AgencyBloc’s Custom Reports to analyze revenue and understand contribution. AgencyBloc has helped them better track group sales and “shift their focus” to

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