CRM Implementations

We implement CRM as a part of most of our engagements or assist customers to improve their current CRM implementation.

Technology, Distribution, and Service Companies

Our clients in this sector desire:

• Better sales performance and predictability of sales results
• Automated quotes and high quality, fast invoicing
• Better time collection with effective processes for billing services
• Customer support systems with online ticket tracking for customers
• Improved project management and communication of project milestones and budgets
• Integrated performance management with better reporting and online dashboards
• Automated communications to prospects and customers

With Zoho CRM we are able to solve these problems and more for our customers!

Non-Profit Organizations

We have a truly amazing solution for non-profits, called CiviCRM, which helps them:

• Track all contacts, sponsors and members and any correspondence or activities with them
• Manage memberships with new member sign-up and automated renewals
• Opt-in email management with full email communications tool, with real time reporting and opens, click throughs and bounced emails
• Full event management, including registrations and name badges
• Process contributions online with a link to online payment gateways and process a free gift, selectable by the contributor
• Integrated full life time reporting of all contributions, event attendance, memberships and activity with individuals, households and corporations
• Track all relationships of your contacts to organizations and households

And the best part of this solution is it comes with no license fees. You pay to have it set up and hosted and never pay license fees for as long as you run the solution!

We also have worked with salesforce.com for mid-zised clients.

Online Marketing and Demand Generation

Develop and implement online campaigns to develop an opt-in email lists, create leads, and convert leads into opportunities. Track campaign effectiveness and adapt learnings into future campaigns. Ensure the know-how to execute campaigns becomes a way of doing business inside your organization.

Sales Performance Improvement

Improve sales execution to address issues of stalled opportunities, under performance, lack of visibility into sales activities and pipeline, and unmet client expectations. We implement new sales processes in your existing or new Customer Relationship Management system, which are integrated into your demand generation campaigns, online presence and customer case management systems.

Product Management Process Improvement

Through a process of engaging product management with sales, marketing, and customers we determine the high value problems and customer challenges your solutions adress. Product Management is transformed away from being an organization focused on features and technical specifications into one focused on creating value for customers.

Converting your Website into a Business Development Tool

We deliver websites to engage your customers and communities in the best possible experience, while achieving the highest rate of action-oriented conversions. Conversions depend on your organization and may include increase membership recruitment, leads created for your solutions, or purchases from your visitors. We provide the end-to-end services to design and build your website user experience to create conversions and engage your communities in meaningful interactions.

Customer Service Improvement

Address the systemic issues in customer service which lead to poor case resolution times, low customer satisfaction, and unmet customer expectations. Deploying case management solutions and processes to ensure customer expectations set during the sales process are collected and documented for service to execute are central to the success of this offering.

• Customer service process implementation
• Case management solution implementation
• Customer Roadmap plans
• Customer service metrics

 The Internet Cloud

We are proponents of the Internet Cloud and deploy CRM systems which are most suited to your industry. We implement CiviCRM for non-profits, Zoho for product / distribution /service companies, Worketc. for services companies, and salesforce.com, Google Apps for Business, web-based reporting tools such as crystalreports.com, and drupal for web development. These providers are recognized leaders in their respective areas. Their significant expenditures in R&D and community participation ensure these solutions are leading edge and deploying the latest technologies.

Using the internet cloud requires no up front investment in software, networks and hardware, and significantly reduces maintenance costs. It allows you to stay focused on your business and maintain a high degree of agility to respond to the forces shaping your business environment. Implemented correctly, these technologies save you a lot of money over the long term.

Cloud-based applications present us with some very powerful technologies. This site, for instance, is developed using drupal, an open source website development environment. Drupal allows us to build some very collaborative tools in a cost effective fashion. For example, the web surveys you will find on this site were developed easily using standard functionality in Drupal, with absolutely no programming required. Using these tools, you can expect to provide a high degree of collaboration with your clients (blogging, forums, five star ratings, integration to social networking, and a list of capabilities too long to mention). The best part is that you are able to maintain the content yourself without having to be a programmer.

We can also integrate Drupal and other websites to other tools, including CRM.  As an example, anytime on this website you ask us to contact you through one of our online forms, our website automatically connects to our Worketc. backend where a lead is generated for follow-up. Additionally, in our private user area we have online access to Worketc. Support to provide online support and case management to our clients.

Exciting mobile technologies are available "out of the box" for most cloud applications, supporting Android, the iPhone and the Blackberry. Our cloud solutions also have built-in integration to Microsoft Outlook, allowing you to continue using familiar tools on your desktop.

Contact us today. We would be pleased to discuss how you can achieve higher levels of performance in your business through focused investments in business-ready cloud computing.