PROACTVE CRM
Perhaps you have found us because you are ambitious and have set your sights on being a winner even in an increasingly competitive environment. Leveraging relationships is the fastest path to success. One size doesn't fit all. This is the primary reason we focus on the #1 CRM, ACT!, along with millions of users worldwide.
Like ACT!, we've been evolving for 20 years perfecting the art of CRM and ACT. Our specialty is data integration. But we also work on a human level to leverage teams and refine systems. We also can implement creative ways to capture and utilize data. Typical targets for improvements:
- Be Mobile, Use ACT on iPad, iPhone, Android and other smartphones
- Convenient Access to ACT Anywhere
- Maximize and Upsell to Existing Clients
- Leverage eMarketing, built in integration with Strategic SEO
- Manage Teams with Dashboards and Reporting
- Streamline Workflow
- Integrate with Accounting to Eliminate Duplicate Efforts
- Focus on Customer Service
- Secure Sales Data
- Establish Territory Maps
Our Service Pledges
First, understand your needs
Deliver solutions that increase productivity
Constantly evolving our expertise
Use plain talk to help you grasp vital technical issues.
Honor your goals and time lines for growth.
YOUR SUCCESS MAY DEPEND UPON A PARIDIGM SHIFT
You may have heard about the axiom about the high failure rate of CRM projects. We've seen and been able to revive derailed projects. Here's the top five reasons we have seen CRM project fail:
- Focus as a technology to the exclusion of internal policies and strategy.
- Determination to create and nurture an environment for change and user adaption
- Accept failure as a learning opportunity -- not a exercise in blame games
- Autocratic manangement style instead of coaching, collaboration, and teamwork focused on individual responsibility.
- Lack of budget or appreciation of changing, ever evolving technology
We are aware that some organizations are just not prepared at the get go to handle the variety of issues that arise in moving off of legacy systems. Challenges arise beyond technology, i.e. reworking business processes, handling organizational change, and leveraging users morale and expectations. Once management gets bogged down trying to deploy operational CRM, the pure mission of analytics may never get implemented. How can you avoid this?
PLANNING FOR SUCCESS - NEEDS ANALYSIS
Envisioning a perfect world is easy, but in the real world we are uniquely focused on revealing the step by step interaction between people, process, and technology.
First we create a long term blueprint, commonly termed "needs assessment". As a result you get a written project plan to move foward, have a smooth deployment. We use a multidisciplinary approach with a reverse engineering mindset. To lay this foundation we evaluate existing systems including hardware/software networks. Collaborating with your team, we discover gaps in current methods to construct detailed diagrams and establsh concrete steps to quantify accountability. We employ surveys, develop territory maps, and use data mining to design a dynamic process.
Next step is a trial run, often referred to as "means testing". This phase uncovers gaps between technology and human scale operations. By staging on a limited scope we can weed out points of failure. Tracking weakness in an incremental phase, glitchs can be thought through to practical remedies.
At each phase management has the opportunity to inspire change, polish systems, and refine data collection methods to turn theoretical ideas into robust functionality.
CRM DATABASE SERVICE & SPECIALITIES
Our speciality is data integration. As data wizards, our time-tested expertise offers a wide rage of services and solutions to maximinze your data.
- ACT! Data Administration
- AddOn Tools
- Auto Dialer, TAPI and VOIP Integration
- Clean Up Data, DeDup, Repair, Recovery
- Cloud Hosting of ACT! Desktop versions
- Conversion (trans-platform)
- Dashboard Customization
- Data Mining
- Essential Mobile Tools
- Integration + Merge Data
- Migrate Data from one system to another
- Port Data (move data accross other platforms)
- Reports - including Crystal Essentials
- Retrieve and Recover Passwords
- Synchronization (Application, Internet, Network)
- Territory Maps and Assignments, auto define and assign
- Technical & Procedure Manuals
- Training (Basic, Advanced, Executive level, and IT Administration)
- Technical Support
- Upgrade Old Data
- Workflow Analysis
"Technology presumes there's just one right way to do things and there never is."
~ Robert M. Pirsig, author of Zen and the Art of Motorcycle Maintenance: An Inquiry Into Values
|
