Stacy Roach is one of 7 top ACT! Certified Consultants presenting a 6 week webinar series on ACT! Productivity tips to benefit the Red Cross Haitian Relief Effort...

Read more...
CRM Consulting Services
Services
Whether it is ACT!, Salesforce.com or another Contact Management Solution or Customer Relationship Management Solution (CRM), Po3 can assist in:
  • CRM recommendation based on your specific needs.
  • Defining the specific requirements for the CRM, from custom fields to management reports and analysis to tracking the sales pipeline.
  • Training your team on how to effectively use the tool for maximum results.
Po3 has worked with hundreds of clients to successfully implement their project:
  • Database customization.
  • Importing of the original data sources.
  • Leveraging add-on products to extend the functionality of your CRM solution.
  • Creating custom reports and management analysis tools.
Once the implementation has been completed, Po3 can provide specific, customized training for your organization to ensure:
  • There is a consistent usage so the data analysis is meaningful and accurate.
  • Everyone understands how the tool can assist them in being more productive, efficient and successful.