Case studies

Achieving Growth with Wendt Partners

We help our clients achieve growth with expert advice and business strategy using our performance framework.
Learn more about each of our clients by reading our case studies below to understand how clients achieved milestones and view their experiences working with us.

Making HubSpot the Centerpiece of a CRM Strategy
Making HubSpot the Centerpiece of a CRM Strategy

Founded in 1937 as CUNA Mutual Group, the award-winning team at TruStage has redefined what it means to be an insurance and investments provi...
Unlocking Growth by Migrating from Salesforce
Unlocking Growth by Migrating from Salesforce

When the team at The Brooks Group, and award-winning sales consulting firm, was looking for ways to increase their own sales velocity, they r...
A CRM that Transforms Service and Drives Sales
A CRM that Transforms Service and Drives Sales

In the agricultural commodities industry, two things allow a new entrant to stand apart: Product quality and service excellence. With a visi...
Embedding Sales Best Practices Throughout CRM
Embedding Sales Best Practices Throughout CRM

One of the most powerful steps a growth-driven B2B enterprise can take is to embed essential sales processes in the CRM platform to ensure t...
Replacing Salesforce and Gaining a Growth Platform
Replacing Salesforce and Gaining a Growth Platform

The goal of an enterprise software implementation is to make operations better and more efficient, not just replicate old and inefficient proc...
A Powerful Journey from Salesforce to HubSpot
A Powerful Journey from Salesforce to HubSpot

Unifying enterprise teams across the customer journey is not only beneficial for your customers; it also provides powerful benefits to your ...
Leveraging the Power of a Unified CRM Experience.
Leveraging the Power of a Unified CRM Experience.

Professional services firms face many challenges in the marketplace, not the least of which is the proliferation of competitors and the cons...
Leading the Industry with an Industry-Leading CRM
Leading the Industry with an Industry-Leading CRM

As a leading developer of industrial milling technologies, GorillaMill is eager to bring its world-class product to as wide a market as poss...
Migrating from Salesforce and Unlocking New Growth
Migrating from Salesforce and Unlocking New Growth

Crafting cutting-edge healthcare technologies is a business with life-critical implications. Everything about the product, the process and t...
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