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 Indition, Keap (formerly Infusionsoft) and 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 |
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| 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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Bernina International | Manufacturing | 190 | $28M | Switzerland | Indition | Indition Online Forms & Surveys | Survey and Questionnaire | 2024 |
In 2024 Bernina International implemented Indition Online Forms & Surveys as a Survey and Questionnaire application to standardize form-driven intake across dealer-facing workflows. The deployment focused on digitizing dealer portal requests and class registration processes, aligning the Indition Online Forms & Surveys implementation with dealer operations and training administration across the Bernina organization and its U.S. affiliate BERNINA of America.
Configuration centered on Indition Online Forms & Surveys native capabilities, using a configurable form builder with conditional logic and validation to capture dealer orders, class enrollments and promotional signups. The implementation incorporated survey and questionnaire workflows tailored for dealer portals and class scheduling, and used dashboarding for operational visibility consistent with Indition and Tagrem dashboard references.
Integrations include direct linkage to the Indition-built Commerce and Dealer platform that powers shop.berninausa.com, supporting commerce, dealer ordering and promotional syndication for the dealer network in the United States. The implementation aligns Indition Online Forms & Surveys with the Commerce Connection documentation to ensure consistent data flow between dealer forms, e-commerce product feeds and order fulfillment processes where the Indition commerce instance is active.
Governance was established through shared form templates and centralized configuration to preserve data integrity across dealer and training workflows, with Tagrem involved for dashboard and operational coordination. Technical and operational guidance referenced Indition Commerce Connection materials, and the solution emphasizes consistent questionnaire design and workflow orchestration for dealer support and training business functions.
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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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