While we admire and often encourage a do-it-yourself approach, your best bang for the buck is to enlist our experts to help you to either, get off to a good start, or to provide a turnkey, start-to-finish CRM system. Our services can be broken down into several key areas.
This is a formal, billable event aimed at discovering and documenting exactly what needs to be done. Most major projects; i.e. those that involve a week or more of consulting or involve 15 or more users, require such an approach. We work with you and your staff to get a thorough understanding of your business procedures, data and reporting requirements. The end result is a detailed software recommendation, a document specifying data tables, screens, reports, data migration maps, installation steps, customization specs, hardware requirements, custom training and ongoing support.
We have a staff experienced with many of the major CRM products and add-ons. We regularly work with GoldMine, Microsoft Dynamics CRM, Sage SalesLogix and many of the best add-ons available for these products. Rather than forcing your organization to fit into any one of these products, we typically configure, customize and/or integrate these products to fit your specific requirements.
For most organizations converting data from one CRM system to another is not a Do-It-Yourself (DIY) task. More than 90% of our clients take advantage of our conversion services. Converting one relatively simple CRM system to another is not only a complex task, there is usually a serious time pressure to get it done so your staff can be back up and running as quickly as possible.
Microsoft Dynamics CRM 2011, GoldMine Premium Edition, SalesLogix Partners & Consultants Massachusetts, Connecticut, New Hampshire, Rhode Island, Maine & Vermont