ANC
Discover ANC CRM

Discover ANC CRM

What the ANC CRM is, who uses it, and what it replaced from Salesforce.

The ANC training guide — how to run the business in the CRM. Opportunities, dashboards, and the AI assistant, all in one place.

What the CRM is

The ANC CRM is a custom-built account-management and proposal-tracking system that replaces the prior Salesforce org. It lives at:

It tracks:

WhatHow many
Companies3,730
People19,966
Opportunities8,360
Revenue splits5,160
Service tickets3,900
Design requests20,174
Venues374

Who uses it

RolePrimary use
Executive leadershipANC 2026 Company Dashboard, account-level revenue visibility
Proposal LeadEstimation & Proposals view, Backlog, Win/Loss by League
ServicesProposal Pipeline, Bid Tracker
Finance & OpsPayments, Backlog, contract status
VP ServicesLinked tickets at the account level (day-to-day operations stay on the Service Dashboard)

The three-vertical model

Revenue rolls up into three verticals:

VerticalCRM valueWhat's inside
TechnologyTECHNOLOGYLED displays, LiveSync hardware/software, portables, products
Venue ServicesVENUE_SERVICESService contracts, maintenance, field operations
Media & SponsorshipMEDIA_SPONSORSHIPAd sales, graphics, content production, feeds

Salesforce used 5 RecordTypes that mapped into these three — the CRM does the roll-up automatically.

What's different from Salesforce

  • One workspace, not two apps. Executive dashboards and proposal reports live together.
  • Account-centric. Every ticket, opportunity, person, venue, estimate, and design request surfaces on the Company detail page.
  • AI built in. The assistant answers questions like "margin on Knicks deals this year" directly from the sidebar — no report builder.
  • Customization without add-on cost. Changes ship from the internal team, not through third-party professional services.

Where to go next

On this page