CRM Consulting Services

CRM Improvement Plan

If you have already made the investment in a CRM, but aren’t happy with the results, we can help.  A full evaluation of your CRM platform, your processes and procedures and the goals of your business allows us to identify the right plan to move your CRM program forward.

We help you identify the right path forward and manage the entire process to implement improvements.

Manage CRM Project

The process of deciding which CRM is best for your business and getting everything up and running can be overwhelming.  We work with our clients to find the best solution to meet their needs and will manage the entire project from start to finish.

While we recommend Zoho to many of our small business clients, larger, more complex businesses often need other solutions, including Salesforce.com or other industry leading CRM platforms.

The advantage of hiring us to manage your CRM project, is we work for you, not the software company.

Get New Leads

Ready to launch a new product or service?  Looking for good 3rd party data to develop a campaign that will help you get more repeat and referral business from your existing customers?

We can fill your sales pipeline with consumer and business prospects that have the highest propensity to purchase your products or services.  Our 3rd party lists include email addresses and have the highest accuracy and delivery guarantee rates in the industry.

Our comprehensive Consumer and Business Data database is sourced from nearly 200 million individuals with available demographic and psychographic  information as well as buying behaviors.