Expert CRM Consulting
Since 1993, we have helped over 3,000 business owners and sales managers develop their CRM system. Every company is unique. Variables such as size, location, server environment, budget, and sales processes will strongly influence which system is best for you. Consulting is all about helping you succeed.
We have helped deploy & customize systems for hundreds of industries, including manufacturing, finance, real estate, auto repair, equipment rentals, lodging, B2B supply, logistics, retail, subscriptions… and countless more! Too many to name here. If you're wondering if we have experiencing working in your industry, chances are that we do, having been in business for 30+ years.
There are many reasons why we mainly work with Zoho CRM and the other business applications Zoho offers. Put simply, being in the industry as long as we have, we know what works efficiently.
Please don’t hesitate to call or email us. There is no fee for evaluations or demos. We are interested to hear what your business is, how you’re currently managing sales processes, and what you’d like to improve. In turn, we will give our recommendations on what will work best for you based on our experience.
Initial Consultation is Free!
Custom Programming & Other Services
We can build custom apps & add-ons for your CRM. Stephen Boulden, Bob Lozinak & Geoff Boulden are all excellent programmers with years of coding experience. We are always welcome to any project proposal you may have. We have developed unique internal utilities for our clients, as well as creating releases that are for a broader market.
We also offer services with Google Apps for Business (GSuite or gmail), web development, online marketing & SEO, Microsoft Office, and email marketing. Contact Stephen Boulden, our Google Certified Partner, for more info.
We handle all sorts of miscellaneous IT work as needed. It comes with the territory. While we do not formally state that we will help configure your email accounts or clean viruses from your PC, we certainly have done it plenty of times before, and are often willing to accommodate. Just ask! We will get you a quote, or refer you to someone we trust.
Zoho Training
We offer training for your sales team both virtually & on-site. Our training rate is $200 /hr. Travel charges for on-site training may apply.
Training time is flexible depending on your goals, but an estimate of roughly 1-2 hours is enough time for a typical thorough and complete course. Classroom style training for your whole team is a great value for the same rate. We always get great feedback on our training, and believe the 1-2 hour time frame is perfect before employees’ focus starts to dwindle (compared to half-day or full-day events). Book your training time in advance on retainer for a 10% discount. This retainer discount applies not only to training, but to all of our services.