NPI Financial NPI Financial, founded in 2003 and based in Atlanta, GA, provides custom analysis for clients in the IT, shipping, and telecom industries. NPI strives to eliminate overspending through the utilization of cost models and price analysis. NPI analysts identify savings for clients as high as 7-figures. In return, this empowers clients to make the best purchases for their organization. The Challenge NPI needed a way to streamline Salesforce data population and communication archiving for a growing delivery team focused on building client relationships. Management noted that staff members lost time manually tracking interactions and statuses. The right solution would be one that reduced the time to create and close a deal, captured pertinent information into the CRM, and eli

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