Lasso CRM
34 Case Studies
A Lasso CRM Case Study
Chesapeake Homes, a regional homebuilder founded in 1991, faced problems with an ineffective CRM that suffered from poor training and support. Sales & Marketing Manager Kerri Woodward chose Lasso CRM to replace the legacy system, despite initial skepticism from the builder’s team.
Lasso CRM implemented a structured onboarding program led by a dedicated Client Director, with weekly video conferences and task-based guidance for the sales team. The result was a rapid, smooth implementation and improved user adoption; Lasso CRM continues to provide high-level support to ensure every tweak and database modification delivers the desired outcome.
Kerri Woodward
Sales and Marketing Manager