630.600.5314 sales@E6-solutions.com

CRM

Solutions

You are a key factor in your CRM success?

“Tell me and I forget, teach me and I may remember, involve me and I learn.”

-Benjamin Franklin

Understand our Process

Discovery

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Identify Goals

Conduct executive workshops that help customers build a comprehensive list of CRM requirements.
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CRM Road Map

Create a project scope with all requirements identified and with key metrics to identify success.
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Vendor Selection

We will analyze your current environment and your licensing preferences to recommend a vendor.

Implementation

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Sales Force Automation

Engage your prospects and customer with timely offers while gaining insight for business planning.
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Customer Service

Provide a full customer history to your customer service teams to quickly identify and resolve cases.
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Data Migration

Have customer data in an existing system?  We will extract and load it into your new CRM System.

Deployment

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User Adoption

Work with your internal CRM champions to ensure user adoption is on track to run smoothly.
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Integration

Integrate your new CRM system with your existing applications or web-based services.
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Change Management

Establish, document and approve enhancements to initial deployment.
Our Partners with award winning CRM solutions.

bpm’online is a single CRM platform combining Sales, Marketing and Service. bpm’online CRM gives you the agility to change processes faster than ever before.

GoldMine Premium, an award winning CRM solution. Proven and easy to use, GoldMine allows you to focus on building long-lasting customer relationships.

Pipeliner uses a visual and intuitive interface to keep the focus on productivity and effectiveness – providing one-click reports, comprehensive charts, drag-and-drop Sales Pipeline.