Schanna Financial Saves Time with Smarsh Customer Success

As the President and CEO of a small business, Jeff Schanna cannot afford to waste time with repetitive tasks or wait for customer support. The Smarsh Customer Success team, in partnership with Intermedia Business Solutions, helped Schanna quickly get his system working to suit his firm's needs.

“I needed to integrate my email host with my CRM because I was copying and pasting emails into each client’s record,” he said. “I called up Smarsh, and they knew exactly how to help me. Their help saved me anywhere from a half hour to an hour of work a day.”

““Your support team was very responsive. Integrating with multiple systems can take quite some time, but your team knew exactly what I needed. They took ownership of the task, and I didn’t have to do anything. Within a day, I was up and running.”

— Jeff Schanna, President and CEO, Schanna Financial