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Case Study: Schanna Financial achieves up to an hour of daily time savings with Smarsh Customer Success
A Smarsh Case Study
Schanna Financial Saves Time with Smarsh Customer Success
Schanna Financial, a small advisory firm led by President and CEO Jeff Schanna, was losing valuable time to repetitive tasks: staff were manually copying and pasting emails into each client's CRM record, and the firm needed fast, reliable support to integrate systems without lengthy delays.
Smarsh Customer Success, working with Intermedia Business Solutions, implemented an email-to-CRM integration and took ownership of the setup so Schanna didn’t have to manage the process. The team was responsive and had the system running within a day, saving the firm roughly 30–60 minutes of work per day.
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Schanna Financial
Jeff Schanna
President and Chief Executive Officer