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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 with CRM.

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


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


Subscribe to Email Updates

Click Subscribe to sign up for our newsletter and get access to all our documents. Learn how to avoid common mistakes and attain your success faster.


Take 14 question survey and obtain free report of the findings. (find out if your CRM is supporting or supressing you)

Helpful Links 

Getting Started Right and Accelerate with CRM

Business Issues Solved with CRM

Supercharge Sales Performance

Factors Affecting CRM Pricing

Executive CRM Decision Tool

  Infor CRM - Your Way
Act! Mobile video

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My role is:


Start a Conversation

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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?

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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

Click me 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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