Our CRM Consulting Services will help you select, implement, and optimize CRM solutions for improved performance, streamlined workflow, and increased productivity.
Modern Customer Relationship Management (CRM) platforms enable companies to use customer data to automate business processes. They are the “hub of the wheel”, holding data from past history and present activity on websites to be used by various plug-ins to the platform. Sales and Marketing, proposals, accounting, billing and project management plugins allow increased efficiency and rapid response to customers’ needs. We recommend four platforms that fit the needs of companies large and small. Our CRM Consulting Services will analyze your company’s workflow to help determine which platform will suit your needs.
Data is King! Our CRM Consulting Services leverage your data.
Salesforce.com offers Enterprise level capabilities and and can hide complexity to meet the needs of individual users. Plus, it basically defines the software category. An open API platform with a large ecosystem of service providers and software integrations allows companies with more aggressive automation needs to fulfil on the promise of modern business process systems. The AppExchange is the leader in Software and Service offerings specific to Salesforce.com with many choices. Companies can try first before committing to any one provider. Expect easy integration with quality assurance guaranteed by Salesforce.com.
Keap, formerly Infusionsoft, is an integrated CRM with Marketing Automation with other modules that are integrated to make the prospecting and sales process easier with set it and forget in routines. Great for service businesses with automated invoicing and payment modules, this easy to use platform helps to make your business processes streamlined.
AgileCRM is a low cost innovative combination of software services that are tuned to the needs of small businesses. AgileCRM includes marketing automation and a social suite built in. With their onboard teams and free customer support, most companies can be up and running fast. Their open API infrastructure allows for Widgets to be used to extend the functionality of the platform. Companies can also build their own Widgets to integrate with a world of software applications.
Zoho CRM is an ecosystem of proprietary integrations that are all optimized to the user experience. All Apps are internal and therefore the data flow and automation are tight. From Sales and Marketing to Financial to Web analytics to HR. One system, one company, one set of data.