CRM

Service

SugarCRM Implementation

Our time-tested strategies are based on years of onboarding experience with thousands of customers. Let us make you our next SugarCRM success story.

Learn more about
SugarCRM onboarding
Service

Creatio Implementation

No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.

Learn more about
Creatio Onboarding
Podcast

Against Doctor’s Orders

Ignoring orthopedists, Apple Watch flop, Government CRM, poor man’s B2B landing pages

Listen Now
Podcast Mic
Podcast

The Salesfortification of Sage

Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that’s being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.

Listen Now
Podcast Mic
Podcast

Salesforce Speculation Frenzy

Sam and Steve discuss all the speculation that was sparked by Bloomberg’s report that salesforce.com “is working with financial advisors”. Zoho’s CEO speaks out. CRM product upgrades and rewrites.

Listen Now
Podcast Mic
Podcast

Prototypical CRM

CRM prototypes, configuration vs. customization, Sage’s salesforce.com announcement, Google’s new mobile-friendliness standards, Amazon Prime addiction.

Listen Now
Podcast Mic
Podcast

CRM & ERP Integration

Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario.

In order to provide you with more listening options, starting with this episode, we are also uploading the audio file to…

Listen Now
Podcast Mic
Blog

How should I deploy my CRM solution?

Beyond the entire process of choosing an actual CRM solution, you need to determine how you are going to deploy your selection. The good thing is you have options. The bad thing is you have options. You can deploy your CRM solution On-Premise, On-Demand (Hosted) or in the Cloud. Each have their…

Continue reading
Blog

Who should use dashboards in CRM?

We all should! Seriously, regardless of your role in your organization, dashboards are an excellent, quick view of the information contained in your CRM system. We take the time to put the information into our CRM system, why not allow it to present the information we want to see most, back to us,…

Continue reading