Schanna Financial Saves Time with Smarsh Customer Success

schanna financial logo

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.”