“Each customer base requires a different type of pricing and information needed. We love how GleanQuote provides a database for pertinent information (links, images, product information, base pricing, etc.). Then, using the drag-and-drop layouts, price list calculations, and template creation, we can change what we need per-quote and per-customer. The …

"Everyone in the company now has a unified view of the customer, from their first visit to our website, to their most recent phone or email interaction with one of our team members. Having this common, customer data platform has allowed us to make data-driven decisions and become more efficient …