We help companies to plan, develop and implement CRM programs that get adopted across their organization and create greater efficiencies and improvements in sales, marketing and customer support.
Not sure what CRM platform is right for your company? We can provide an unbiased opinion on the various CRM options.
While we are competent to consult for any CRM platform, our core focus is:
- Salesforce.com (15 years experience)
- Infusionsoft (10 years experience)
- Zoho (2 years experience)
- Insightly (2 years experience)
Our CRM Consulting Services:
Planning. We help our clients to select a CRM program and to plan the architecture for how their CRM will function across their organization.
Development. We roll up our sleeves and build out all the functionality and customizations of your CRM.
Training. We can provide onsite, online and written documentation for coaching your team.
Support. We can serve as an ongoing administrator of your CRM – providing ongoing updates and improvements.