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Welcome Video on the Success with CRM YouTube page

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How Success with CRM Helps:

  • Honest, supportive, & collaborative
  • Experienced, battle-tested consultants help you avoid pitfalls
  • Fresh, practical ideas that adapt to your needs and setup and help you take the next step
  • We implement and align your ideas and goals in CRM

Build Relationships That Last

CRM is about Relationships and the Value You and Your organization places on them.

CRM helps you manage the details of your customer relationships all in one place, and build relationships with profitable clients for sales success. Our experience helps you get organized and productive fast with a personalized CRM that’s simple to learn, easy to use, and works the way you do. 

Success with CRM Consulting implements personalized Act! contact management and Infor CRM (Saleslogix) systems that captures knowledge easily, returns new insights, and allows better decisions to be made quicker.

We actively collaborate directly with our clients to focus on getting, growing and keeping profitable clients for small and medium sized managed professional service firms,  process-oriented manufacturers and other industries in Growth Mode.

Starting Points for Your CRM Journey:

Just Getting Started Right wtih CRM.

Looking to learn about or improve your Success with Infor CRM (Saleslogix), start here.  SalesLogix-Logo-resized-600

ACTlogo-resized-600

Looking to learn about or improve your Success with ACT contact manager, start here.

 
  

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  Infor CRM - Your Way

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Act! Mobile video

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My role is:

ceosalescustomerServiceitsalesRep

Start a Conversation

Talk to us and get started building a long-term relationship with experienced advisor's you can trust. We’ll help you understand the value the right CRM will add to your business, and together create a CRM system that’s best for you.

 

Need to Make a Switch?

Need help selecting a new CRM? We’ll help you migrate from your contact management system or third party system like Microsoft Dynamics or Salesforce to a Infor CRM (a.k.a. Saleslogix) or  Swiftpage Act! system.  And we offer competitive upgrades that save you money.

 

 

 

 

Upgrade Your Skill & Experience with CRM

Want to get more from your CRM? Need to boost your skill set? Will upgrading to the latest version of Act! 2014  or Infor CRM (Saleslogix) 8 be beneficial?  We can help guide you with tips and best practices for the CRM system to work the way you do.

  

Getting Started

A CRM Helps You To:

  • Manage details of your customer 
    relationships all in one place
  • Learn more about your 
    customers, simply and easily
  • Get organized and productive fast
  • Build relationships with profitable 
  • clients for sales success

Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.

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