We Believe Problems Are There To Help Us Grow And Find A Better Way.
Get control of your sales pipeline – if you are construction bidding and estimating projects or a real estate developer working deal flow. Eliminate the Chaos. Automate the sales funnel to increase revenue.
What is a CRM?
It stands for Customer Relationship Management (CRM) and 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
- …and more!
CRM Integration & Data Services 3 Ways We Help You with Your CRM:
Get a CRM to Get Sales Control!
- Eliminate communication blunders with other departments
- Automatically share key sales data with other departments (like operations)
- Automatically build sales funnel reports to get accurate data
CRM Data Management
Move Your Data to Online Digital Tools
- Remove the burden of offline tools that create errors and are hard to maintain
- Eliminate the need to constantly update data manually
- Have trusted experts move your data to better tools and clean the data
CRM Data Migration
Get Better Tools to Eliminate Errors
- Let data flow from one software to another kind of software
- Eliminate human errors by removing manual & redundant work
- Increase security by giving access to employees who need data to make decisions
Request a Discovery Meeting
We’ll spend some time learning more about your business and current challenges to determine of there is a fit to perform the in-depth assessment.
Contact Us »
Get a Free Assessment
We’ll perform a free workshop with your team and do a deep dive into your business and create a road map of solutions with the highest ROI.
See The Results
We present our findings to your team, laying out the business case and implementation plan to transform your business and get a 4 X ROI (or greater)!
Free eBooks on CRM That Can Help You
Secret Key to Systems Integration
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.FREE DOWNLOAD
Data Management for Your Business
Read our online, free e-book “Data Management for Your Business” to learn the fundamentals of data management.READ ONLINE
Spreadsheets vs. SharePoint, Which one Manages Data Better?
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.See More
How to Control Human Resource Employee Data
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.See More
Integration Becoming Critical: 5 Steps to Integrate Software
CAD & BIM Integration to SharePoint, Salesforce, Autodesk, and beyond. Whether you’re working with SharePoint, Salesforce or Autodesk, integration is more critical than ever. Even as companies start using new collaborative tools and move into the cloud, integration is still a struggle.See More