​Do you feel that you don't really see your customer's full potential to build your business?

​Does it feel like your customer information
​ is hiding from you?

Let Us connect the Dots & Data of your customers

Enjoy a 360°​ view of your customers' information for your joint success

enhance your customer relationships with the most effective Customer Relationship Management software for YOU. Regardless if you already have a CRM system or you think  CRM means Crazy Relentless Mess,
We can help you find the "right one" or enhance your current solution.

The "right" CRM system and process will help you see your customer more clearly and help you focus in on their needs, which will result in more profitable sales. 

Our goal for you is to have all your customer information and their specific plans in an easily accessible manner.  This can start with a new system or build on the system you currently are using.



​What we offer

  • Clarification of your current situation
  • Understanding of your goals/objectives
  • Definition of your needs/requirements
  • Evaluate CRM solutions to identify the right one for YOU
  • Tailor CRM solution to meet your needs.  
  • Implement areas that are right for you,  This could include:
    • Accounts/Companies
    • Contacts
    • Customer Interactions
      • Emails
      • Tasks
      • Calls
      • Calendar/Events
    • Attachments
    • Notes
  • Recommend fields for each area/module
  • Customize fields/modules to reflect YOUR terminology
  • Mobile Implementation
  • Data Migration/Integration
  • Workflow recommendation
  • Testing of solution on desktop and mobile
  • Training Sessions- includes both desktop and mobile

Benefits

Impress Clients with Your Laser Focus on Them
All information about a customer in one easily accessible place
  • More time driving your business vs. hunting down your data
  • Effective use of your time
  • Increase customer satisfaction through comprehensive knowledge of them
  • More effective with customer/contact information
  • ​All customer interactions in one place regardless of who interacted with customer​
  • Entire organization has access to appropriate customer data
  • Complete knowledge of what is going on with your accounts
  • Easier to assign tasks to others, if needed
  • Feel more organized and in control of your customer knowledge
  • Can “document” your interactions immediately on your desktop or mobile device
  • Get the most out of your investment via ongoing training

do what you do best and we will connect the rest!