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Over the past 13 years, Stepping Stone Partners has helped technology, financial and business services companies innovate new offerings and improve their bottom line by co-creating with their customers.

Stepping Stone Partners has worked with these companies on a retainer or project basis depending upon their needs. With this flexibility, clients have viewed Sherri Dorfman as resource which extends their marketing department to assist in conceptualizing, defining and validating market opportunities with customers.

Technology Clients & Initiatives:  

Stepping Stone Partners has worked with different size businesses from young companies to established global organizations.

Callidus Software: Performance management software

Capital One: Online financial services for retail and business customers

Citi- Smith Barney: Online financial services for retail and business customers

Community Newspaper Company: Local community site with business websites www.townonline.com.

Constant Contact: E-mail marketing services for small businesses.

InContactNow: Online service designed to connect small companies with partners and resources to grow their business.

MicroPrint: Digital printing company, offering on demand variable printing for businesses.

Net Genesis(acquired by SPSS)- Customer analysis dashboard with business metrics to manage online activity.

OneCore Financial Network:Online financial services for small businesses.

PrimeCard:Online loyalty card program targeted to the customers of publishers and banks.

Signitas: Electronic signature service for the real estate, legal and financial services markets.

Staples: Business Products & Services delivered through retail, catalog and online.

Sun Microsystems: Business Software & Services

VMWare: Business Software & Services

Web.com: Web site software and online marketing services for small businesses

Resources

Client Testimonial:

"When we set out to develop an Executive Customer Advisory Council, we didn't want to just execute a series of one-off events randomly throughout the year - we wanted to orchestrate an approach that would allow us to create a long-term program that we could replicate across our other business units as needed.

With this in mind, Sherri helped develop an approach that focused on gathering specific feedback in key areas and worked with Sun to devise an action plan and process to guide future customer marketing communications and meetings.

Our customers were very pleased with the format and discussions and felt that Sun was taking an important initiative in listening to customer feedback and strengthening relationships at the strategic business level. Our customers also gave us high marks for the level of interactivity and engagement throughout our Executive Customer Advisory Council meeting."
Ryan B., Customer Marketing Manager, Sun Microsystems

Client Testimonials

 
 

 

Stepping Stone Partners, 169 School Street, Suite #201, Wayland, MA 01778, 508-655-6585