Too many organizations invest in a big, enterprise Customer Relationship Management (CRM) platform, then proceed to use about 10% of its feature set.

The proper configuration of a CRM, along with embedding it into core processes, can revolutionize how a business interacts with its customers and clients.

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CRM data management

A CRM runs on good data inputs and sources. A common mistake is feeding a CRM outdated, unclean data—it causes errors, makes a mess, and gums up workflows. We can help sanitize your data, train staff on how to input and collect it properly, and ensure that your CRM investment produces the ROI you were promised.


CRM process configuration

How you use the CRM is the other half of the battle. Setting up pipelines, smart routing for cases, data logging procedures, user permissions—it’s a careful concert of aligning your particular processes with the vastly configurable settings of your enterprise CRM. The software can do a lot of valuable work for you and your teams, but it’s often not able to without a thorough configuration. We’ve set up many CRMs as part of a total cloud migration, and can show you how to make the most out of one.