Executive Overview

Cregger Company is highly efficient and positioned for success in a very competitive market. Cregger Company is looking to leverage CRM with actionable analytics to drive toward their goals. Key initiatives are implementing a centralized customer management database to leverage contact and customer segmentation and executing highly targeted marketing based on segmentation and data driven opportunities. Additional high value propositions include closing more bids and quotes, capturing ownership of intellectual property relating to customer relationships, and improving data collaboration through SMP’s dashboards and analytics platform. 

In this Value Proposition we have uncovered the following areas of new value:

  • The Advantage of a Centralized Database
  • Targeted Marketing
  • Open Bid & Quote Follow Up
  • Intellectual Property
  • Dashboards & Reporting
  • Sales Management & Coaching

Each of these areas will be discussed in greater detail in the remaining steps.

Key Stakeholders

Cregger Company

  • Morris Cregger, President
  • Brendan Donahue, Vice President Sales & Marketing
  • Ann O’Brian, Marketing Coordinator
  • Brad Bolton, IT Director

SMP – Sales Management Plus

  • Joe Raventos, President
  • Mary Ann Carroll, Director of Client Services
  • Chris Tucker, Senior Account Manager