Case Study: StepForth Placement, Inc. achieves 20% year-over-year sales growth with Maximizer CRM

Maximizer chosen over ACT! and Goldmine for StepForth’s Contact Management System

StepForth Placement Inc., a search engine optimization (SEO) firm founded in 1997, needed faster, more organized ways to manage clients, proposals and evolving service phases. The team had outgrown Excel and Outlook—unable to attach documents to contacts, track emails to records, relate resellers to clients, or break services into trackable sales phases for reliable forecasting.

StepForth selected Maximizer (over ACT! and GoldMine) and used its Word/Outlook integration, custom fields, templates, related entries and Opportunity Manager to automate proposals, track service phases and save communications to client records. The result: a 20% year‑over‑year sales increase, improved forecasting and productivity, better organization and more personalized client relationships that boosted referrals.

StepForth Placement, Inc.

Bill Stroll

Sales & Marketing Manager