Services



Zoho CRM ConsultantWhether you have an existing system in place, or are looking to launch a new one, there are certain traits that ring true with most of our clients.

  • speechbubble“We need to have a centralized system in place. No more copying and pasting into multiple systems that don’t talk to each other.”
  • “A system is needed to better track sales revenue and key metrics within our organization.”
  • “Our team is growing and we need to better manage that growth.”
  • “If it’s not intuitive and easy to use, then forget it.”
  • “I have to have all my information available on the road, as well as in the office. Mobile functionality is key.”
  • “We are very active on social media and need to better capture our audience into our CRM system.”

CRM Services

OUR SERVICES

g-suitepartnerEvery organization is unique – unique setup, unique workflow, unique goals. We offer the ability to bring all of your organization’s information and communication into one integrated system that will improve efficiency, enhance engagement and increase revenue potential. Our services include:

  • Scope and design
  • Customization and implementation
  • Integration
  • Automation
  • Template set-up
  • Data integrity and import
  • Test and review
  • Report development and dashboard creation
  • Training
  • Support

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