The Importance of an Expert Consulting Service

Even more important than acquiring the tool is putting it to work in the most effective way. That's where Twelve/Three's twenty years of sales consulting expertise come into play.

We will take a specific look at your company's unique selling model, and customize GoldMine, ACT!, Sage, or any other CRM solution to perfectly suit how your sales team works.

Everybody's selling process is different and it is critical to make sure your CRM package is configured in a way that augments, rather than impedes, your selling style. Are you a high-volume, low-margin retailer with warehouses and catalogs, or a service-oriented business with a focus on customer retention?

Our skills include but are not limited to:

• Figuring out the right "place" for CRM in your selling process- how much of your sales teams' workload takes place in the new system? Sometimes it's best to use the new CRM software for everything in the sales process, A-Z; sometimes it's better to use it for some new functions but leave other existing processes in place.
• Importing your existing customer data into the new CRM system.
• Integrating the new system with existing e-mail, accounting, and inventory software.
• Writing reports that keep your team as effective as possible.