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Ledgeview Partners

CRM consultancy specialising in Microsoft Dynamics 365 and Salesforce projects

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About Ledgeview Partners

Ledgeview Partners is a consulting firm that helps organisations choose, set up and get value from customer relationship management systems. Its stated specialities are Microsoft Dynamics 365 and Salesforce. The firm frames its work around common business problems, such as aligning sales and marketing teams.

Products and services

  • Sales process design: defining the route from lead to opportunity and building lead scoring.
  • Pipeline visibility: using CRM to manage and report on the sales pipeline.
  • Platform comparison: weighing Dynamics 365 against Salesforce for sales, marketing and service.
  • Customer service: tracking and resolving service cases through CRM.
  • Mobile access: making customer data reachable from any device through a mobile CRM app.
  • User adoption: helping teams actually use the system so the investment pays back.

Clients

Businesses with sales, marketing and customer service teams that want a single view of their customers.

Key facts

  • Platforms: Microsoft Dynamics 365 and Salesforce
  • Resources: Published eBooks, infographics and release-update articles on both platforms

Profile written by TrustList from the business's own published information, Oct 2026.

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