CRM SOLUTIONS

Optimize your processes with one of the top-of-the-line programs we support.

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Microsoft Dynamics 365

A unified business application platform that boosts accessibility, increases security, improves collaborative sales, and more.

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HubSpot CRM

HubSpot is a CRM and digital marketing platform designed to align teams and provide value and ease of use for all end users.

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Zoho CRM

A web-based software that can automate your processes, monitor sales progress, and communicate with clients on multiple platforms.

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MENU OF SERVICES

CRM Implementation

  • Comprehensive CRM setup
  • Data migration and integration
  • User training

CRM Optimization

  • System performance review
  • Process improvements and workflow streamlining
  • Data quality management

CRM Analytics and Reporting

  • Advanced reporting and data visualization
  • Custom report creation and automation

CRM Customization

  • Custom workflows and automation
  • Personalized dashboards and reports
  • Third-party application integration

SymphonySyncTM Integration

  • Integration between HubSpot and Dynamics 365
  • Integration between Constant Contact and Dynamics 365

CRM Support

  • Technical support and troubleshooting
  • System updates and upgrades
  • User support and training sessions

WHY SHOULD YOU PARTNER WITH US?

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Process Consulting

Do it right! Analyze and improve your business processes before starting your CRM implementation. We use data-driven techniques and employ Six Sigma tools.

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CRM

Customize CRM solutions from Microsoft Dynamics 365, HubSpot, Act! and Salesforce. Our 50+ years of combined experience will save you time and money.

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Digital Marketing

Connect your marketing tools with CRM to close the loop between sales, marketing and customer service teams. Automate your digital marketing to win more business.

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