Mentoring & Training Programs To Keep You OnTrack
Utilizing Six Sigma and Lean methodologies, our staff is uniquely capable of helping your team strategically cut through dysfunctional CRM implementations, and begin to realize its true potential as a business enabler. By merging best-practices, process efficiency, and corporate culture, our custom mentoring programs implement CRM strategies that work, and provide value for many years to come.
 CRM QuickStart
Get Off To A Strong Start
Customer Relationship Management software is vital. Why risk falling short on your implementation goals? With our fixed-price QuickStart package, we can get your CRM system up-and-running quickly, all while adhering to proven best-practices.
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 CRM OnTrack
Quarterly Process Improvement
CRM should be more than just a "contact manager". Through our custom mentoring process, we provide you with the tools, training, metrics, and data models necessary to ensure your staff is OnTrack to meet your strategic goals.
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 CRM Kaizen
Rapid Process Change
Sometimes, no band-aid in the world will fix a process. When you need immediate change, you need Kaizen. In one week, we can re-engineer your process, develop the tools to ensure consistency, and deliver the metrics to prove it worked.
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Technical Capabilities To Make Teams Efficient
More than just strategy, your CRM implementation requires advanced technical capabilities to ensure company work-orders and processes are captured efficiently, data is presented in an actionable format, and disparate systems continuously communicate with one another to keep your information clean, up-to-date, and dependable.
 Data Integration
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.
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 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.
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 Traction/Flow
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.
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