Our proven CRM implementation methodology has been designed to help our clients avoid common pitfalls. Our approach focuses on ensuring the alignment of your strategic goals, business processes, CRM technology and information. We focus on your corporate plans, objectives, and strategies and provide the processes and toolset to ensure your success.
CRM Solutions
- Microsoft Dynamics CRM
- Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company’s sales, marketing, and customer service processes, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution. Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.
- Sage SalesLogix
- Award-winning Sage SalesLogix is the CRM solution that enables businesses to acquire, retain, and develop profitable customer relationships by increasing sales and marketing performance and maximizing customer satisfaction and loyalty. Sage SalesLogix is the leading CRM solution for small to medium-sized businesses and divisions of larger enterprises, and is part of the Sage Software family of integrated business management solutions.
- SageCRM
- SageCRM is an easy-to-use, fast-to-deploy on-site CRM solution with out-of-the-box but configurable business processes. It provides enterprise-wide access to vital customer information, anytime, anywhere, so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.
- Mobility Solutions
- Sage SalesLogix Mobility
Sage SalesLogix Mobile extends sales automation and CRM capabilities to Blackberry, Pocket PC, and Smartphone devices, delivering rich functionality and the real-time convenience of wireless.
- E-mail Solutions
- SwiftPage E-Mail Marketing
- Swiftpage is an email marketing solution integrated into Microsoft Excel. Swiftpage gives you the tools to create templates using our simple online editor or allows you to import your own HTML, send to your contacts directly from Microsoft Excel and track opens, clicks, bounces suppressed and more
- Integration Solutions
- Scribe
- Scribe provides configurable migration and integration software solutions to help people within an organization share CRM and ERP data, to better focus and take action on critical business events. Scribe Software provides data integration and data migration software solutions for Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Pivotal, Salesforce, SalesLogix, and other databases and applications.
- Inaport
- Inaport is the premier Customer Data Integration solution from InaPlex, with full support for Sage SalesLogix, SageCRM and SageCRM.com, GoldMine and FrontRange Solutions, and ACT! by Sage. Inaport is the fastest, easiest, and most cost effective way to import contact or lead information from Excel, Access, text files, or web sites, using simple or sophisticated matching techniques to prevent duplicates. Inaport can also export contact information to be verified by a telemarketing operation, then update the CRM system with the results.
- Workflow Solutions
- TaskCentre
- TaskCentre® offers a unique state-of-the-art Business Process Management (BPM) Suite; enabling organizations to cost effectively build, operate, and maintain any number of automated processes. TaskCentre® brings people, systems and information together within an organization through the acquisition, manipulation, dissemination, and integration of information. TaskCentre® offers a generic approach to automated processes specifically designed to meet precise business requirements.
- KnowledgeSync
- KnowledgeSync is a business intelligence tool that monitors data in SalesLogix as well as in incoming e-mail messages for critical, time-sensitive content or conditions. When such conditions are detected, KnowledgeSync sends out alert messages via e-mail, fax, pager, PDA, cell phone, and the web. KnowledgeSync also dynamically updates SalesLogix with the details of what has occurred, and what needs to occur to best address clients’ needs.
CRM Services
We believe in the adage that prior planning prevents poor performance. Through our comprehensive requirements assessment, we assemble a detailed description of each field and piece of information in the system. We also define the workflow, reporting and security requirements. Our requirements definition includes:
- Project kick-off meeting
- User requirements; review and refinement
- Definition of specific screen views, custom table structures, and contents
- Definition of specific integration requirements
- Analysis of database conversion requirements
- Definition of system security requirements
- Project timeline development
Our development team is highly experienced and certified in all of the products we work with. They are a highly dedicated group of professionals who pride themselves on their client responsiveness. We consistently receive accolades from clients about the quality, responsiveness, and professionalism of our project and development teams.
Our CRM services include:
- CRM Requirements Assessment
- Development
- Integration
- Data Conversion
- Training
- Support
CRM Training