Case Study: Windham Brannon improves client and partner visibility with Configero and Salesforce Sales Cloud

Windham Brannon - Customer Case Study

Windham Brannon, a recognized leader in tax, audit, and advisory services, was managing clients and partners in multiple disparate systems, which reduced productivity and limited access to information. Manual pipeline calculations also made sales activity and revenue forecasting difficult, while siloed operations created duplicate entries, data inaccuracies, and inconsistent practices. Configero helped the firm implement Salesforce CRM, including Sales Cloud.

Configero replaced Windham Brannon’s previous systems with an agile, phased Salesforce deployment and built a customized sales cloud solution for tracking relationships, proposals, referral sources, competitors, and more in one central location. Configero also created custom reports and dashboards for pipeline reporting and forecast analysis. As a result, Windham Brannon gained 360-degree views of clients and partners, improved productivity, strengthened data accuracy, and made pipeline analysis and strategic planning more efficient.

Windham Brannon

John Yeager

Vice President, Sales and Marketing