Our CRM integration process starts with a thorough analysis of your business needs. The process of selecting a CRM software solution is very time consuming and demanding thus, stressing the importance of integrating the right CRM solution the first time. Our CRM audit helps map out a plan, giving you a clear blue print of everything you need to maximize the return and results your investors require.

With over 25 years of experience in helping organizations of all sizes get results from their CRM, our innovative process has been uniquely designed to guide your organization to the perfect CRM solution – and save you the burden and time of sorting through solutions. With our proprietary Solutions Audit, we are able to provide both a clear plan and step-by-step ‘blueprint’ of everything you need to deliver the return and results your investors seek.

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1. When You Don’t Know What You “Don’t Know” About CRM, Our Team Is Here To Help

Our entire process is centered around putting your organization first – which is exactly why we get to know your organization at every angle by meeting with management, reps, key stake holders as well as IT to review your company’s process requirements one department at a time. From there, we are able to strike the delicate balance between the “greater good” for your entire organization, and the “what’s in it for me?” that each facet of your organization seeks. When an emphasis is placed on people and decision-making processes, a true ‘win-win’ CRM solution comes to fruition.

2. Taking a 360-Degree Look At Your Current Systems Means Saving Time, Headaches, And Getting Your Organization On The Same Page

Next, we conduct an in-depth assessment to explore your existing databases, spreadsheets, back-end feeds and CRM security needs as well as productivity processes, communication tools and system infrastructure.

3. Together, Using Our Proven, Unbiased Expertise We Will Pinpoint the Perfect CRM Solution for You

With a comprehensive understanding of your company based on our CRM Audit (including CRM cost, sales force size, service personnel, and system requirements) we proceed to consider out-of-the-box functionality and assemble rigorous prototypes to find your ideal CRM solution. This key step is often where many organizations falter without unbiased, expert guidance – as it is our unique blend of skills that have allowed us to create effective, custom-tailored CRM solutions and and return on investment time and time again.

4. Tailoring Your Software Means A Flawless Strategy To Make CRM A Breeze

Simply put, we customize and deliver your strategic objectives by working with you to determine the requirements that meet both management teams and reps reporting needs. We give you the right information at the right time, with the flexibility to adapt and modify these requirements as your business needs and market evolve.

5. Seamless Integration Makes Your CRM A Pleasure To Use, And Makes The Most Of Your Software’s Potential

Our approach to CRM innovation is simple – configuring IT assets to help the business win. Given the financial and time investment involved when integrating a CRM solution, we next work diligently to create a CRM project plan encompass stringest quality assurance tests. Combining this unmatched level of detail with the skills of our CRM implementation experts, we deliver a proven end result that is on spec, on time, and on budget.

6. Customized Training To Equip Your Representatives for Foolproof Success

With a system in place, our priority becomes delivering the management reports you desire and keeping your sales reps honest. With an enviable track record of 97% compliance, our unique approach brings together our unique one-to-one instruction method with functional group training.

7. Develop A Cost-Effective, Comprehensive Plan To Support Your CRM (And Offer Your Organization Peace Of Mind!)

Every step of the way, and well beyond implementation, our team is here for your CRM needs. From technical questions, the need to optimize sales or service, to improving CRM productivity – our lineup of CRM Retainers and Packages is crafted specifically to ensure your CRM experience is hassle-free and well into the future.