CRM Consulting and Development for Microsoft Dynamics and SalesForce. Get control of your customer data and automate the sales funnel to increase revenue.
If you have fear that you might be focusing on the wrong customer, it might be time to consider a CRM.
CRM – which stands for Customer Relationship Management – is a digital tool that tracks your customer relationships and helps you manage those relationships.
You can see a lot about your customers instantly:
- Qualified leads
- Revenue per customers
- Meeting notes
- Key Sales Metrics
CRM Data & Integration Services
3 Ways We Help You with Your CRM
Connect Your CRM to other software
–Eliminate communication blunders with other departments.
–Automatically share key sales data with other departments like operations.
–Automatically build reports in Power BI from your CRM to see key sales metrics.
CRM Data Management
Move Your Data to Online Digital Tools
–Remove the burden of offline tools the create errors and are hard to maintain
–Eliminate the need to constantly update data manually
–Have trusted experts move and clean your data to better tools
CRM Data Migration
Get Better Tools to Eliminate Errors
–Let data flow from software to software
–Eliminate human errors by removing manual & redundant work
–Increase security by giving access to employees who need data to make decisions
eBooks That Can Help You
Download our free eBook “The Secret Key to Systems Integration” to learn how to leverage your System of Record to integrate all your critical systems.
Read our online, free e-book “Data Management for Your Business” to learn the fundamentals of data management.
Articles About Tools and Data Management
We interviewed our lead Project Manager and SharePoint expert to see the difference between Spreadsheets vs. SharePoint. If you’re managing your data in spreadsheets right now, that’s probably not the best option for you. A spreadsheet is essentially just a dumb piece of paper that you’re writing on.
Accurate, up-to-date human resource employee data is crucial for your business If you’re a growing company and you’re onboarding employees and vendors, accurate data on who your employees are and what they are working on is critical for success.
CAD & BIM Integration to SharePoint, Salesforce, Autodesk, and beyond Whether you’re working with SharePoint, Salesforce or Autodesk, integration is more critical than ever. As companies start using new collaborative tools and going into the cloud, integration is still a struggle.