“We’ve been working with the Wilson Allen CRM Practice on a very complex and challenging project; CRM platform selection, customization, data consolidation, integration, data maintenance and eventual launch. Our contacts, from lead Michael Warren through to Barry Puddephatt and Tara Seewald – have operated like true partners of our firm. They always seemed to have our best interests in mind when guiding us though some difficult project decisions. I felt the partnership extended far beyond their original role of data management consultant.
I felt they were working hard on many different aspects to help introduce us to the right vendor partners to help us achieve our overall objectives on the project.”