CUSTOMER RELATIONSHIP MANAGEMENT IS VITAL
A Customer Relationship Management (CRM) solution is a must-have in any organization today. However, many companies do not have the in-house expertise to quickly and successfully implement CRM.
Packaged applications are often overly complicated due to their “one-size-fits-all” nature. The data required is rarely in a ready-to-import format. Without proper guidance, it is difficult to determine how a process should best be captured.
In fact, CRM systems are often cited as “failing” due to four main factors – lack of strategy, bad or incomplete data, complex or confusing interfaces, and inadequate training of end-users.
THINGS SHOULDN’T BE COMPLICATED
That’s why we developed our CRM QuickStart package. Simply put, it is designed to get your CRM system up-and-running quickly, adhering to best-practices right from the beginning, all while instilling proper discipline in team usage.
By encapsulating strategy, mentoring, data integration, system simplification, and end-user training, all within a single package, we can ensure that your investment will be realized, and your implementation will succeed.
Our unique process is executed fast, taking two weeks from start to finish. This provides your team with the tools, processes, and knowledge to tackle your sales and service processes head-on, while serving as a solid foundation for many years to come.
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.