In 2019, SEG faced significant operational challenges stemming from inefficiencies in managing client, prospect and buyer communications.
The firm was relying on multiple unintegrated CRM systems — Infusionsoft, Pipedrive and Salesforce — alongside a custom database and Excel sheets. This created silos of information that made it difficult to scale operations. SEG needed a solution that would consolidate its systems and streamline workflows.
SEG turned to Ontraport and has since experienced explosive growth.
Before adopting Ontraport, SEG encountered several challenges that were hindering its ability to grow efficiently:
SEG sought a CRM solution that could centralize its operations, deliver the flexibility of a relational database and automate key workflows without the complexity and cost of enterprise solutions. Ontraport provided the perfect balance of customization, scalability and ease of use.
As SEG continues to grow, Ontraport will remain a central component of its operations, providing the scalability and flexibility needed to manage an expanding client base and complex deal structures. SEG is excited about leveraging new technologies, such as AI-driven CRM capabilities, to enhance automation and marketing efforts.