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This critical step in the process includes live data migration and connecting any systems with integrations.


Perhaps the most important step in the journey, both end users and admins will need training.  We provide this in a role-based format (i.e. sales, marketing, service).


Once the system has been fully implemented, the next hurdle is ensuring user adoption.  Here we use what we refer to as the “carrot and stick” approach.

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What else we provide?


Before you begin your CRM journey it is important to take stock of your current situation and needs.   CRM Discovery is the process that we use for this.


CRM strategy is the next step in the CRM project.  We will help you choose a system and decide which of your current systems needs to be integrated, and how.


When the requirements and strategy have been determined we will design and build a wireframe, or prototype system.

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Cutting Edge CRM Strategy and Design

* Business Analysis * CRM * Workflow Automation * Email Campaigns * Social Media * Project Management * Visitor Tracking * Reporting & Analytics
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Small town grown, world renown. Zoho.

Latest news

Salesforce Certified!

On June 30, 2017 I passed my first attempt at the Salesforce Certified Administrator exam. To verify this please go to certification.salesforce.com/verification. I am pursuing my second certification now called “Salesforce Certified Platform App Builder” or SF Certification 401, formerly known as Developer 401.  I am scheduled to take this exam on September 12th. After […]

Zoho CRM and Zoho Books Integration Notes

I just learned that Zoho’s native inventory modules (Quotes, Sales Orders, Invoices etc) do not sync or communicate with Zoho Books.  I can create Zoho books estimates and invoices from within CRM but I can’t convert an opportunity or quote into an invoice in Books.

Why Zoho CRM doesn’t integrate with LinkedIn

LinkedIn used to have lots of integration partners.  In 2014 they made the genius decision to eliminate all access from integrated 3rd parties of ALL kinds, except for Salesforce.  Then Microsoft purchased LinkedIn and has maintained this folly.  Currently, as I understand it, Salesforce users have to pay $100/month for integration with LinkedIn.  This effectively […]

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