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The motto of Montana’s Helena Motors is “the way it ought to be.” This belief guides every customer interaction, and treating customers right has been the basis for much of their success. However, the group was ready to take its customer experience to the next level. It wanted a technology solution to help streamline and track interactions with potential and current customers to personalize the buying journey, as well as increase efficiency. These needs
led Helena Motors to look for a new CRM provider.