Company Overview: DM Roth & Associates is an employee benefits solution provider to smalland midsized companies. It manages everything from PEO’s to allinsurance needs of a given organization. Since its inception, over 20 yearsago, DM Roth built its reputation on providing the best possible productsand services to its customers…
The Business Problem: Given DM Roth’s customer-centric business model, it was looking for aCRM platform that will enable them to keep track of its clients and makesure that nothing falls through the cracks. “Today’s fast pacedenvironment requires a company to be one step ahead of its competition,”said Tim Hillert, DM Roth’s CFO, “and therefore we needed to be informedand not miss important issues facing our clients…
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