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WALTER

Are you frustrated with trying to manage your prospects using difficult CRMs or ineffective spreadsheets?

Whittaker Associates has developed a collaborative online lead-tracking system with simple yet powerful features that make it an ideal tool to manage the lead-tracking and qualification process. This system, called WALTER (Whittaker Associates Lead Tracker), allows users to access real-time data anywhere there is Internet access.

WALTER is an easy-to-use, web-based platform that includes useful features like automatic email reminders, PDF profiles, full CSV downloads, and Google Maps. It contains a LinkedIn feature which allows our clients to see their connections to executives at their target companies, as well as Skype capabilities for faster and easier “click-to-call” contact.

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Testimonials

  • I have worked with Whittaker Associates for over 20 years and find their services valuable to my marketing strategies.  They enable me to reach a broader, more diverse groups of prospects in a shorter time frame than any other data source I’ve used.

    Vern Schultz, SIOR Executive Vice President - Chicago, Colliers International

  • Whittaker data has been a great resource to my success in identifying quality leads for our organization.  The way the data is presented and managed in Whittaker’s WALTER CRM system is extremely focused, and helps me to stay up-to-date on the most recent events within a prospective company.

    Craig A. Price Business Development Representative, JobsOhio

  • The lists provided by Whittaker have taken a large universe of potential prospects and narrowed them down to a selected group most likely to be interested in our service offering. Whittaker also provides appropriate and accurate names and contact information so that we are getting to the correct prospect contact during the initial call. Whittaker has found prospects in our targeted geographic areas and market segments that we have not found through other directory and association sources.

    Jan McDonough Director of Business Development - Linc Facility Services