Services

CRM Selection

Finding the right CRM can take months on your own. Even asking peers won't shorten your search. I'll Identify the top CRMs for your business and walk you through each system.

Customization

Your CRM won't give you the ROI you expect without the proper set-up. I'll make sure your system fits you like a glove. 

Audit

 Your current CRM may not be providing you the support you need because it's not set up properly. I'll do perform an audit to determine the most cost efficient way to get the tech you need. 

Coaching

You can have a great CRM  but if you're not using it, what good is it doing you? I offer individual or group coaching so you'll develop the practice of using your CRM

Custom Package

Need the white glove treatment? I can design a consulting package to fit your needs.

Trainings

Most companies that have CRMS don't use it because they don't know how. I offer hands on training so you and your team have the knowledge to utilize your CRM to its full potential.

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