Case Study: Anonymous

How did you first hear about our service?  

Was referred to you by our QB Sales Rep Kyon Kerr 

What challenges/problems necessitated a change?  

Quickbooks support was not providing us with the specifics that we needed. They are available for the QB 101 stuff, but we needed to dive deeper into our workflows. 

What were you looking for in a solution? 

Managing our inventory, POs, Sales Orders, Accounting and getting it all integrated together 

What made our solution stand out over others that you researched?  

 The availability of your support staff 

How did our team help with implementation? 

Spencer has been helpful in getting onto calls with us to walk us through our processes and has been super patient with all of our questions along the way 

How has our solution helped since implementation 

Having Sam available to us has been a crucial part of us being able to implement our new QB ERP 

Has this solution saved money and/or increased productivity? 

It has helped ease a lot of our teams concerns and increased buy in 

What have you been most impressed with? 

One of my favorite parts of working with Spencer is that if he truly does not know the answer to the question he has no qualms of telling us that. We appreciate him saying ‘I don’t know, let me find out’ rather than guessing or trying to take up our time figuring it out on the live call. He will take note and circle back to us. We just signed up for the 10hr package in order to continue the support.