CRM Implementation


If you are using email to manage customer relationships, it’s time to explore Cloud solutions. There are many tools to choose from and simple steps you can take to improve your current process. Let us integrate email with the right CRM tool. We can also create custom reports and dashboards to help you better manage your essential business and customer relationships.


How we work?
  • Strategy – We will work with you to evaluate your existing practices and systems, recommend courses of action, develop practices, and create a CRM strategy.
  • Sales & Service Cloud Setup –We will setup, configure and customize CRM to support your business needs. Email templates, workflows and approval processes will be created for business process automation. We will create highly effective custom reports and dashboards to give you better insight into your business.
  • Custom Development  — Every CRM works better once it is customized to your organization.  It is important to identify the correct work flows and have the customized fields to support it.  Our developers can help you customize to your needs and fit your budget.
  • Data Migration –We offer data migration services that include data extraction, cleansing, de-duplication, standardization and validation, and import into Salesforce.
  • Integration —We will help you integrate CRM with your other business critical systems such ERP applications, financial software, marketing automation software, call center software and more.
Segments We Serve:

Securities Services – Application development for hedge funds and asset management services.


Service Organizations – SaaS recommendations to optimize workflow and stay focused on providing services.


Retail – We are able to evaluate and recommend backoffice products to ensure efficiency for the front end.


Are You Ready for CRM?

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