We recently worked with Stacy at Po3 to convert an old ACT! contact management system into Zoho CRM and then customize the software for our firm's sales process and business model. Stacy at Po3 and she led us through a process of defining our requirements and mapping out the project, including migrating the old data from Act! to Zoho CRM. She then delivered end user training that showed us how to best leverage the capabilities of our new CRM tool. Stacy as a real CRM expert who is also a pleasure to work with and I highly recommend her consulting services.
I initially reached out to Stacy Roach at Power of 3 Consulting, Inc. over ten years ago for assistance with a much older version of Act! Since then, Stacy has helped my small manufacturing firm upgrade to a newer version of Act!, including customizing the CRM software to more closely map to our sales process and business model. She also helped train my staff and sales reps on the most productive and efficient use of a CRM tool. When I wanted to explore a cloud-based CRM solution, I reached out to Stacy and she helped us transition to Zoho CRM, including migrating all of our legacy data and training folks on the new tools. Stacy is smart, knowledgeable & competent and working with her has been, and continues to be, an absolute pleasure. I appreciate her no-nonsense approach and that she keeps our focus on improvements that will have a real ROI for my company.
President & CEO, Acutherm