CRMs are wonderful tools, but they can be cumbersome and a challenge to organize. Companies purchase Customer Relationship Management (CRM) tools to increase sales, manage teams, and have better visibility into sales activities. We hear many times that companies are frustrated by their CRM because adoption is hard to implement, and the CRM is barely used or not being used in the way company leaders had hoped. Consequently, the return on investment is not meeting expectations.

Successfully using any CRM requires clear goals and objectives. We work with you to determine the best way to implement a system that consistently measures progress and is configured for a successful sales cycle from cold call to close. Page layouts, lead/contact views, reports, customized fields as well as email templates must all work to create a seamless conduit of information. A well set up CRM helps management and salespeople track sales activity while allowing staff to effectively prospect and close sales, and provides management a window into everything from cold calls to upcoming opportunities right through to the close.

With more than 25 years of experience using an array of platforms including ACT, Salesforce, Zoho, and our current CRM, Snapforce, to name a few, our team has helped many companies get the most out of their CRM. We understand the process of sales, and have the technical know-how to create a system that is simple, repeatable, user friendly, and effective.

Once our initial configuration is complete, you don’t have to be alone. Optional ongoing support means questions will be answered and changes made in real time so your sales organization is able to effectively use the system and not be bogged down with technical issues, waiting for answers or needed updates.

Let us help you attain your goals through smart CRM implementation, customized configuration, training for your sales team, and reporting that will help monitor and manage work-flow productivity.