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.
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 Swiftpages' Saleslogix or 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 Saleslogix 8 be beneficial? We can help guide you with tips and best practices for the CRM system to work the way you do.