CRM Consulting, Needs Analysis (aka Discovery), Customization,
Training, Remote Administration, DATA Migration, Ongoing Support

CRM Consulting
The vast majority of our clients and CRM end-users in general, benefit from expert consulting. 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 get “up and limping” or to provide a turnkey, start-to-finish system.

With the decline of the US Dollar and our ability to deliver consulting and training via the web, our services for our international clients have become even more attractive.

Our domestic and international services can be broken down into several key areas.

Needs Analysis (aka Discovery)
Our Needs Analysis 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, cry out for such an approach.

In our Needs Analysis we spend one or more days onsite with you and your staff getting a thorough understanding of your business procedures, your data and reporting requirements. The end result is a specific software recommendation, a document completely specifying data tables, screens, reports, data migration, installation, customizations, hardware, training and support. And, what’s more, you get a fixed price for the project.

Customization
We have a staff experienced with many of the major CRM products and addons. We regularly work with GoldMine, Microsoft CRM, SalesLogix and with many of the very best addons available for these products. Rather than forcing your organization to fit into any one of these products, we almost always configure, customize and/or integrate these products to make them fit your specific requirements.

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Training
Training is not just a key element to success, it is often the key element. Backing up the support materials we have written, such as Dummies books and Day in the Life booklets, we provide onsite and web-based training. We have both public web-based classes and private web-based classes that focus just on your own custom version.

Remote Administration (Microsoft CRM, GoldMine, SalesLogix)
If you need temporary or permanent assistance with the administration of your system, our Remote Administrator Program takes the burden of the day-to-day administration away from your staff and allows our professionals to manage the everyday care and feeding of your system. We tailor each Remote Administrator Program to fit your requirements.

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Data Migration
For most organizations converting data from one CRM system to another is not a Do-It-Yourself (DIY) task. Nevertheless, if DIY is the approach you intend, we can support that effort. You can purchase the same tools we use and you can get a little advice as well.

More than 90% of our clients take advantage of our conversion service. Many of them started out thinking they would do it themselves. Converting one relatively simple CRM system to another is not only a complex task, but there is usually serious time pressure to get it done because the entire conversion process usually cannot take more than a day or two at the most.

Ongoing Support
When you suddenly need help, and everybody does occasionally, our pre-paid support plans allow you to get that help quickly and without hassle.

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