Case Study: Celeritas Group achieves improved sales pipeline visibility and a 20% efficiency gain with Soffront Software CRM

Celeritas Group - Customer Case Study

Celeritas Group, a Colorado-based investment and management holding company, needed to upgrade its sales pipeline management, centralize communications, and improve lead tracking and forecasting after relying on individual spreadsheets and Rolodexes. After evaluating about 40 vendors, Celeritas Group selected Soffront Software and implemented Soffront CRM to provide a SaaS, easy-to-use solution that met their integration, workflow and mobile requirements.

Soffront Software delivered a centralized CRM database and one-page views that improved prospect information, campaign analysis, and sales-cycle focus while enhancing visibility and forecasting accuracy. As a result, Celeritas Group reported an estimated 20% efficiency gain so far (with an expected 75% increase on full implementation), better lead tracking, streamlined reporting, and faster, responsive support from Soffront Software.

Celeritas Group

Hal Harvey

President and CFO