Case Study: The Morgner Group achieves a streamlined pursuit pipeline and 40% cost savings with Sellsation

The Morgner Group - Customer Case Study

The Morgner Group, a Los Angeles–based construction management and professional services firm with multiple entities, was relying on Excel and fragmented processes that made meeting preparation, candidate tracking, and pursuit management slow and opaque. After vetting several vendors and briefly considering Salesforce, The Morgner Group selected Sellsation’s sales automation CRM for its industry expertise and out‑of‑the‑box features tailored to construction and engineering needs.

Sellsation implemented a customized CRM across business development, recruiting and operations (a 2.5‑month rollout with role‑specific workspaces and phased training), delivering immediate gains: faster, more efficient meetings, a transparent pursuit pipeline, a searchable candidate database, geo heatmaps and custom dashboards for real‑time KPIs. The Morgner Group also realized measurable savings — roughly 40% cost reduction in year one versus the Salesforce quote and about 30% ongoing license savings — and greater capacity to pursue work and drive revenue growth thanks to Sellsation.

The Morgner Group

Isaac Segovia

Executive Vice President