Boca Raton, 33496, FL,
United States
Tagrem
Tagrem, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Tagrem collaboration with software players such as Keap (formerly Infusionsoft) empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Tagrem | Keap (formerly Infusionsoft) | Keap Lead Management | Sales Analytics | CRM |
| Tagrem | Indition | Indition Online Forms & Surveys | Survey and Questionnaire | Collaboration |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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The Zion Group | Construction and Real Estate | 10 | $1M | United States | Keap (formerly Infusionsoft) | Keap Lead Management | Sales Analytics | 2017 |
In 2017 The Zion Group implemented Keap Lead Management to centralize lead intake, pipeline tracking, and automated follow up across its United States operations, leveraging Sales Analytics workflows to increase opportunity visibility. The Zion Group implemented Keap Lead Management to support its small construction and real estate sales organization and to formalize pipeline management and follow up processes.
The deployment focused on pipeline automation and lead management capabilities common to the Sales Analytics category, including configured opportunity stages, automated follow up sequences, task assignment rules, and dashboard reporting for sales activity. Keap Lead Management was configured to enforce consistent lead handoffs and to automate routine outreach, reducing manual queueing and improving cadence control.
Tagrem served as the implementation partner and executed the configuration and rollout of the Keap Lead Management solution, aligning workflows with the company sales process. Operational coverage centered on the sales function and related operations within the United States, with the system used to manage inbound leads, qualification, and pipeline advancement.
Governance changes included standardized pipeline stages, documented follow up cadences, and centralized reporting to increase accountability in the sales process. The implementation produced reported operational benefits, saving over 10 hours per week in manual work and driving a reported 40 percent revenue increase within 12 months.
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Buyer Intent: Companies Evaluating Tagrem Services
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