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
Identify Goals
Conduct executive workshops that help customers build a comprehensive list of CRM requirements.
CRM Road Map
Create a project scope with all requirements identified and with key metrics to identify success.
Vendor Selection
We will analyze your current environment and your licensing preferences to recommend a vendor.
Implementation
Sales Force Automation
Engage your prospects and customer with timely offers while gaining insight for business planning.
Customer Service
Provide a full customer history to your customer service teams to quickly identify and resolve cases.
Data Migration
Have customer data in an existing system? We will extract and load it into your new CRM System.
Deployment
User Adoption
Work with your internal CRM champions to ensure user adoption is on track to run smoothly.
Integration
Integrate your new CRM system with your existing applications or web-based services.
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.