Service - CRM Consulting
CRM Consulting

CRM or Customer Relationship Management is the most powerful and effective approach in creating and maintaining relationships with customers as well as Building New Business.
 
We can take away the 'fear factor' of developing and maintaining a robust system without burying you in minutia.
If you already have a system in place, need to upgrade or start new, we can make this a painless process.

We are 'agnostic' in our CRM consulting and can, and have worked with, Salesforce, Commence, SalesLogix, Zoho, Cosential and more.

Turnkey solutions for your entire program:
  • Consultation End User Training
  • Vendor Selection
  • RFP Development
  • Implementation
  • Data Migration
  • Integration Support
  • Data Standards
  • 'Right Sizing'
  • End User Training
We truly believe CRM is the single biggest advantage opportunity for any company trying to Build New Business in the A/E/C marketplace and is often the most overlooked/neglected.
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Case Study A national specialty contractor with six offices needed help getting their arms around the data and leads as their locations were in each time zone.  We were able to find the right CRM for them, pull in their historical data, establish data standards for moving forward, customized reports menu and training.

"I believe we were a little concerned about bringing in CRM
mostly from a 'who has time to learn this?' perspective.   However,
Bobby made it pretty painless and the results were exactly what
we needed."
Director of Operations
National Specialty Contractor 

Case Study A national commercial general contractor had CRM but felt as if they were not utilizing it best.  We were able to 'right-size' their system, better position it with the subscription lead service they relied upon, create data standards, custom report menus and training.
"We knew our CRM could be more effective, we just did not
have the time to really get under the hood as we should.  After
working with Bobby, things were so much more effective."
Business Development Manager
National General Contractor
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