Consulting Services

Needs analysis and business process design

We want to take our clients to the next level, working together to produce a CRM system that delivers real-world results. In order to reach this goal, we must start with a clear understanding of how your business currently operates and how it can be improved through implementing a CRM solution. Once we have a shared vision of the results to be achieved, we develop a plan to get us there.

Installation and configuration

You can rely on our experience for a smooth installation process as well as configuring your CRM application to work the way you do. We will work with you to ensure a convenient transition with the least amount of downtime.

Integration of third-party products

Sometimes a third-party application is the best way to extend the functionality of a CRM application to fully meet client needs. We are experienced with several of the top third-party applications and can recommend them when they are appopriate.

Custom development services

In some cases, a CRM package will deliver 90% of what is needed for the way your business works, and a custom solution is needed to bridge the gap. We have experience developing such custom applications for both Internet/Intranet architectures as well as client-side applications.

These speciailized applications are integrated into the CRM package so that from the perspective of the users, there is only one system and one common look and feel. We have a track record of developing these applications to commercial software quality levels and delivering them on-time.

Database conversion

Whether you are migrating from a single legacy system or an environment where the data is stored in several disparate locations, we are able to plan and execute the migration as well as clean up any data, as necessary. Even standard format data can often benefit from clean-up techniques to ensure consistency.

Lead capture from the Web

Many companies have web sites, but how many actually take a proactive role in capturing those prospects and turning them into customers? Our web data capture automatically takes prospect information from your web site, checks for duplicates, and adds it to your database.

Marketing automation

Marketing automation allows us to take all your leads - whether captured from the web or any other source - as well as your existing customers, and put them on marketing "tracks". These tracks provide for contacts to receive letters, emails, faxes and phone calls all at designated intervals - driving more business for you. You are able to "touch" prospects and customers many more times and in a more consistent manner than you could before - it's like multiplying your sales force. And because many routine "touches" are handled by your system, sales people have more time to actually talk to customers and prospects.

Technical Support

On-site and telephone support services are available. We work with our clients to put together a service and support offering that meets their needs. Whether we are the first-level support for end-users with questions, or are the second-level that supports our clients' helpdesks, you can expect that we will meet our promise of superior service.

Training

No CRM system will fulfill expectations without the proper training of all personnel who will be using the system. We provide training as part of all implementations. Training and documentation is specific to your implementation so that everyone learns how the system will be used in your business.