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CRM Performance Strategies. Get More from your CRM

CRM systems have become more capable, complex and expensive than ever. Organizations are often surprised by the level of knowledge required to operate the system and fullfill the system adminstrator role. Many companies underestimate the amount of financial investment and operations support required to implement today’s CRM systems.  This is especially critical since the total financial commitment of an average CRM project can reach $300K.

We help growing companies by taking the CRM that you already have and focusing its capabilty toward the benefits that matter the most.  Our solutions drive adoption and provide substantial investment returns.

mobile apps
Reduce CRM Expense

Today’s CRM systems are more feature-rich, complex and, well…more expensive than ever. With this strategy, we develop solutions that reduce the cost of your current CRM to provide a real…
Improve field sales performance

This performance strategy is a great fit for teams that utilize leads or appointments provided by their organization. Our solution uses the power and versatility of mobile apps to drive…
Drive more sales from service

  This solution is a great fit for businesses that provide an ongoing service that leads to sales. Being able to predict equipment failures provides an opportunity for providing a…
artificial intelligence
Build a customer strategy

Building a customer strategy based on value This solution is a great fit for a business’s based upon an ongoing customer relationship with ongoing sales. The solution provides a customer…
Build a CRM business case

This article is a great read for a business-owners that are considering a CRM purchase. This article provides insight into costs, benefits and strategies that can be employed to purchase…
Business intelligence
Schedule a CRM Strategy Session

You will be amazed at what we can accomplish in our free 30 minutes consultation. Find our how much better your CRM can be!   Schedule a free strategy session
CRM Strategy Team

WHY WORK WITH US?

Today’s CRM systems are fully capable to provide strong financial returns.  We understand what it takes to deliver those results, including working with developers and assigning administrators. This understanding has taken years of experience in financial, operations and technology with CRMs to develop.

Put our experience to work for you, today.

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WHAT WE DO

CRM Strategy Services

Reduce your CRM expense

  Introduction Today’s customer relationship management (CRM) systems are more feature-rich, complex and, well… more expensive than ever. CRM systems are among the largest and most complex purchases that small…

A CRM strategy to improve sales

A CRM strategy to improve sales

Introduction In our previous paper, we addressed a simple CRM performance strategy that fits small businesses that don’t have expert analytical resources available.  In this article, we address sales and…

CRM service with mobile.

CRM service with mobile.

  Introduction Previously, we addressed a CRM performance strategy designed to improve the sales funnel performance with CRM and mobile apps.  In this article, we discuss developing field service improvement…

Building a customer strategy

Building a customer strategy

  Building a customer strategy: There are many elements of a customer strategy. This article is focused on the following elements that best pertain to CRM systems: Customer personas and…