CBS Consulting Reviews: Implemented The Checks & Balances That We Were Lacking

Situation

An innovative agricultural equipment manufacturing firm with numerous R&D breakthroughs and patents in the industry, operating for over 30 years, looked for Corporate Business Solutions to provide the knowledge to take the business to the next level.

Process

CBS Consulting was able to evaluate the current business plans and activities, management and software infrastructure, and install a dashboard system to allow the owners to gauge the progress being made towards their productivity, marketing and sales goals. Their consultant took “the time to first understand our business, our family issues, and, then, helped to implement the checks and balances that we were lacking.”

He “completed a thorough analysis of the general manager and marketing positions and found them to be very competent. He has helped us to figure out a way to quantify and see the results of the marketing plan that we have as well as the value that a new CRM plan will provide.

The dashboard is excellent and will assist us in seeing where the company is when we are away. We are looking forward to being able to take more time off and know that the company will be able to continue without our daily presence.”

Result

“It has been an honor and a privilege to work with our consultant. He has been very friendly, understanding and professional in all that he has accomplished.”

Further, the owners are pleased that they have arranged for him to “return for one week, every quarter, over the next year to monitor and review the progress that we have made in implementing the CRM program and linking everything up”  to the existing ERP system.

“To sum it up, we are proud to have had this opportunity to work with our CBS consultant and feel that he has given us the tools that will allow us to grow as a company.”   Kathy & Ben, Owners