RAPID CHANGE TO FACILITATE GROWTH
There comes a time in every business’s life when a particular process is simply broken. Perhaps your business has been fortunate to experience continual growth for many years, increasing your customer base, adding employees, and expanding your product portfolio. However, as part of experiencing positive growth, your business processes were augmented with additional steps and procedures in order to accommodate the changing environment.
As a result, staff now “spin their wheels” trying to keep up with demand, utilizing processes that were initially designed for a company that looks much different from today.
We often call this “The Gerbil Effect” – your team constantly “running the wheel”, trying to get somewhere and yet going nowhere.
GIVE US A WEEK – WE’LL CHANGE YOUR BUSINESS
Our CRM Kaizen events are specifically designed to help your team break this cycle. By combining best practices in business process engineering, custom application development, and training services, we can deliver the breakthrough your organization is looking for, all within a single week.
Keep Disparate Systems In Sync
Getting data in-and-out of CRM can be a daunting task. Fortunately, we have you covered. Utilizing our visual Extract, Transform, and Load (ETL) systems, we have the tools and the skills to resolve any data integration challenges, and keep your systems talking to each other.
Metrics & Analytics
Dashboards To Keep Teams Focused
Core to our belief, metrics are the only way to ensure discipline within processes. That’s why we have developed standardized dashboards, reports, and "action-plans" to ensure quick and accurate measurement of your teams progress and productivity.
Efficient, forms-based workflow
Capturing business processes and work-orders within existing CRM systems isn't always a cost-effective process due to end-user licensing models. That's why we created Traction/Flow. Our cost-effective forms-based workflow system lets us concentrate more on efficiency, and less on programming.