CRM Consulting
Professional Services for CRM
Our experienced professional services team can assist you in a variety of ways to help maximize your investment in on-demand CRM through strategy development, implementation support, user and administrator training, data services and more.
Plan for success: creating a winning strategy
Oftentimes, companies know that they need a CRM system to support their sales and marketing efforts but do not have the time or resources to spend on developing and executing the winning marketing and sales strategy that provides the foundation for that investment. Our trained industry consultants can work with your team to refine your strategy and ensure that you are poised to drive maximum benefit from your sales and marketing investments.
Tackling implementation
Once you have made the decision to adopt an on-demand CRM application, our team of technical and business experts can assist you in getting things up and running as quickly and as smoothly as possible. We can offer support with the nuts and bolts of implementation, including system configuration, data migration, setting up users, supporting your roll-out to boost user adoption and providing both administrator and end-user training. Our team can also coordinate with our demand generation and customization groups to further extend the reach of your CRM program.
Data services
Our professional services team provides a myriad of technical and administrative services to ensure data quality. Our representatives can work as an extension of your own team, either to expand your capabilities or to meet the needs of a short-term crunch. Our team offers support in areas such as:
- list acquisition
- data scrubbing to improve data quality
- list suppression to ensure do not call compliance
- data migration from internal and external systems
- reporting
- Lead Driver service to qualify leads
Learn more about our online CRM products and complementary services:
