Success Stories
Operating Sooner Helps Law Firm Get Up and Running with Infusionsoft
“Operating Sooner knows what they are doing, and they know Infusionsoft. They were 
very willing to answer all of the questions we had. We are an estate planning law firm, and we are using Infusionsoft to systematize all of our online marketing campaigns, helping us capture prospect information and convert more leads. Working with Operating Sooner is so much better than calling customer service every 10 minutes.”
— Scott Parman, Marketing Director, Parman & Easterday
Commercial Roofing Company Streamlines Sales Lead Process
“I had no way to track all the different sales leads coming in from my team of 3 sales people. Becky came to our office and installed the Dashboard product for ACT!, then did both on-site and Webinar training for us. Becky is a very detailed person, and very thorough. She completely streamlined our process.”
— Shannon Bender, Sales Manager, JR & Co. Roofing Contractors
Small Insurance Company Celebrates Customer Birthday
“We do insurance and financial planning for more than 2,000 customers and their spouses. We like to make a personal touch with our clients on their birthdays by sending them a nice letter with a coupon or a free gift. Operating Sooner helped us customize our queries so that we could search the database by birth month—as well as many other improvements. From this point forward, I will call Operating Sooner for anything I need, because I was so pleased with their service. ”
— Debbie Whittlesey, Administrative Assistant, Central Money Services
Immediate Online Assistance for Small Business
“Our company does small business consulting in the sales arena. We had a number of database issues with a mail merge. Becky helped me define my issues and objectives, then corrected the entire problem for me online from her office, using a tool called GoToMeeting. It was the most fantastic thing I’ve ever seen. Previously, when I needed system help, I had to schedule an appointment with a consultant, have them come to the office, and fix it. No more. I think highly of Operating Sooner, and I would recommend them to anyone.”
— Bill Taylor, Partner, Taylor and Company, LLC and Sales with UsClean
Sooner Solves Redundant Data Entry Issue
“In our business, we get 5-10 new contacts every day, and each one must be entered into several different systems—such as ACT!, proposals, and contracts. Our problem was redundant typing, because each contact was taking 3-4 min. to enter into all of those systems. Becky quickly solved our problem with Contact Capture, which pulls the contact info off the Internet, and converts it into whatever system we need—with just a few clicks. She really made our lives easier. I’d give her a hug if she was standing here today!”
— Tyler Harrell, President, Plastic Resource Group
100% Success Rate with Software Installation
“We had talked to a few other consultants, but they never gave us the confidence that Becky did. She helped us purchase the software, install it, and configure it—all done virtually, from Kansas City to our office in St. Louis. We had a 100% success rate. We have bought SwiftPage, ACT!, and now Broadlook products from her for our staff of five, and I love what I’m getting.”—Steve Peirce, President, RIBUS, Inc.
Training Boosts Sales Strategy for Petroleum Distributor
“I cover eight counties, mostly rural. I needed to be able to sort my customers by town, county, and product, like whether they need propane, gasoline, or diesel. Becky spent a half-day training me, and she was great. I’m a total computer novice, but she bypassed all the techno-babble and made it easy for me to understand. I can’t explain how she does it, but it works. Now I can plan my sales strategy for the next day, or the next week.”
– Blake McGuire, Sales, Lybarger Oil, Inc.
Field sales staff get up and running
“We had a salesman out in the field who needed to be able to synchronize the notes from his laptop with the notes from our three people at the home office. We bought ACT! 2005 for the new synchronizing features, but just couldn’t get it to work. Operating Sooner came in and gave it their magic touch. They got it to synchronize immediately. I was tickled to death with the result. I would call them back in a heartbeat.”
—Jack Highfill, Vice President of Sales, Central Power Products, Inc.
Expand ACT! knowledge and do more
“I had previously worked with ACT! to log calls and schedule activities, but only had limited knowledge. Operating Sooner introduced me to things I did not know how to do in ACT!.”
–Linda Floyd, Marketing Assistant, Solaray Corporation
