Data Cleansing, Coding and Conversion
If you are like most companies, you have both customer and prospective customer data in multiple data sources. These islands of information prevent you from having the visibility you need to achieve your business goals. Typically the data needs to be cleaned up by eliminating duplicates and reviewing data for consistency. In order to use the data in a meaningful way, records need to be specifically coded as to what type of customer and/or contact information you have and how you want to use it in the future.

Our services will help you through the cleansing and coding process to ensure that the data that is converted into your new CRM system is ready to use. The electronic data conversion process is done using industry tools and is designed to retain your valuable information.

Implementation Project Management
You are in the business of supporting your customers, not implementing new systems. The objective of implementing any new system is to solve a business problem.

Our project management expertise will provide you with the leadership and direction you need to implement a new system using a standard proven methodology that will help you stay on track and on budget while focusing on achieving your business goals.

End User Adoption and Training
Getting sales people and the supporting departments to consistently use any system can be a challenge. The key to a successful end user experience is to make sure that the tools and processes are aligned with what will help make the person’s job more efficient and productive. Fortunately, today’s systems are flexible enough to be tailored to meet your business needs, processes, and environment.

Our consulting services focus on how a person does their job and what would make that job more effective. Once the system is configured to meet your needs we then focus on training your users on how to simply and quickly use the system.

Reporting, Work Flow, Customization and Integration
Part of having a system that looks like your business is making sure you have reports that reflect what is most important to you. Reporting is good but it requires that someone run the report or at least review it to determine any exceptions that need action. In addition to reporting, work flow can be used to proactively alert people that something needs to be done as the result of an exception or a new transaction. Every business has unique aspects that need to be tracked which requires at least a minimal amount of customization. Ultimately for a system to be effective it must be integrated to other systems in the company.

Our services are designed to work with you on any reporting, workflow set up, customizations and/or any integration effort that are required in order solve your unique business needs.