Case Study: Diefendorf Capital Planning achieves 300% revenue growth and workflow optimization with Soffront Software

Diefendorf Capital Planning - Customer Case Study

Diefendorf Capital Planning faced the need to optimize workflows, automate processes, boost productivity without adding staff, and provide a flexible, company-wide solution accessible from anywhere. After evaluating multiple systems, Diefendorf Capital Planning selected Soffront Software’s CRM platform—initially deploying sales automation, marketing automation, customer support and a CRM portal, later adding knowledge management and mobile CRM—to replace their limitations with ACT! and support business process management.

Soffront Software implemented an integrated CRM that became the firm’s “central nervous system,” automating and optimizing workflows (from investment trades to receipts and service work), pushing information via portals, and enabling an anywhere office with a 360-degree dashboard. The result was dramatically improved efficiency and productivity, real-time global task distribution, and a measurable business impact: revenues grew 300% over three years.

Diefendorf Capital Planning

Monroe Diefendorf

CEO