What we do:

• Define and document your organization’s unique business & technical requirements for your CRM    application.
• Make a recommendation of the best CRM system to meet those needs, whether it’s ACT!, Salesforce.com,    Microsoft Dynamics CRM or another contact management solution.
• Manage the implementation to get your users up and running on the new system quickly, whether we    manage the project or just serve as an expert resource for your own implementation team.
• Train your team so they can use your CRM tool effectively to enhance their productivity.

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Who we help:

• Small, medium and large organizations that need a customer and contact management solution. We work    with organizations with just a few users to hundreds of users.
• Organizations needing help with marketing, especially permission-based e-mail marketing, drip    (automated) marketing and social media marketing.
• Companies needing help with sales process, strategy and sales execution.
• IT groups that need assistance effectively deploying CRM solutions to their end users.
• Executives wanting more effective and timely management reports & dashboards.
• Road Warriors that need access to their key contacts while out of the office.

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We can:

• Create a customized database that tracks the critical information you need to run your business and make    effective business decisions.
• Import data from all your current disparate sources – Excel, Outlook, other CRM tools, older versions of    ACT!, and more.
• Make recommendations for solid add-on products to extend the power of your CRM application, or we can    whip up some wicked smart custom programming to make your CRM tool sing, or integrate with other    back-office systems.
• Create custom reports & dashboards for management analysis – we can even set it up so that those    reports are automatically e-mailed to the right people every week.
• Setup users & security in your database to protect your most valuable company asset – your customer    data.
• Assist with user adoption. The #1 reason most CRM implementations fail? Lack of user adoption.

Read more about our process »

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