Can Be One Of The Most Important Decisions A Growing Company Can Make.
So we help you navigate the complex analysis and decision-making process in business development growth by using our expertise and life experiences with our successful clients and key strategic partner resources.
My consulting and CRM implementing firm helps clients achieve sustained sales and customer service success by growing revenue from their existing customers and cost effectively identifying and winning new 'ideal' customers.
We collaborate to help our clients place business growth strategies and an integrated CRM system in place to reduce the risks of:
- NOT Acquiring enough ideal customers,
- NOT Retaining loyal and profitable customers, and
- NOT Growing existing customers into more important and valuable assets for your business.
Success with CRM Consulting implements fully adaptable and customizable CRM systems that capture knowledge easily, returns new insights, and allows for better decisions to be made quicker.
We collaborate directly with our clients to focus on getting, growing and keeping profitable clients for small and medium sized managed professional service firms and process-oriented manufacturers.
Our professional service clients see rapid growth through our easy to implement systematic approach to stay ‘top of mind’ with their clients to effectively nurture business relationships. Too many precious moments are lost trying to lookup key information on important contacts that can provide quick insights into past conversations and commitments.
As a business owner and relationship building professional, the perspectives that can be gained on up to date knowledge about the clients business can transform a business for consistent long term success.
What Clients Say About Working with Us and Value Delivered
"Dick brings passion to his engagements, is easy to work with and is inventive with ideas as well as being willing to put the work in to get deliverables within required time table." - Kurt Kruggel, Kruggel Lawton & Company
"Dick and his associate Julie have performed above and beyond all of my expectations and have made what seemed like a daunting task, go very smoothly" -Skip Brown, Freedom Builders Missions
Business Mission and Philosophy
Our mission is to help business people build engaging, long-term relationships and enjoy the benefits of a successful business life. We help business owners and entrepreneurs experience a more rewarding business and life by creating strategies to grow their business and take their business to the next level.
Our business philosophy focuses on the importance of having adaptable strategies and systems in place along with the tools to be dynamic in today's knowledge-worker, social-communications, ever-changing world. We work best with small to medium businesses in a collaborative and cooperative environment.
Who we serve:
Our clients primarily represent the Professional Services such as Information Technology, CPA/Accounting profession, Financial Services, Community relations and consulting firms. They effectively engage in the use of technology to enable increases in productivity through web-based and mobile devices to find, update and share information about their business contacts. Marketing costs are reduced by effectively marketing the right value of their offering at the right time to ideal prospects and current clients who are most interested. Clients feel they are cared for, their lives are better as is their business after experiencing our valued solutions.
We prefer to engage with a Good Business that has
a Vision for more Greatness and a Culture of Positive Action
Then the Magic Will Happen
By equipping your professionals with the tools to actively engage prospects and clients, firms that partner with Success with CRM work and sound smarter, and more caring. Their focus on identified, key characteristics of ideal customers drives profitable growth for the long-term. The frustration of multiple data sources for this client knowledge is eliminated and new insights are gained by having a holistic view of your clients.
View examples of tailor-made, customizations we have implemented for clients, here.
While we'd like to meet you face to face, Internet technology, and social networks allows us to help clients from Philadelphia to Portland. Success with CRM Consulting, Inc. typically serves clients within 150 miles of Michiana (Michigan/Indiana) area or those who are comfortable in the use of Internet Technology for remote communications support. They may have a current network system but are also actively considering “Cloud” service and software-as-a-service solutions.
Michigan: Kalamazoo, Battle Creek, Grand Rapids, Ann Arbor, Detroit, Pontiac, Flint, Farmington Hills, Novi, Traverse City, etc.
Indiana: South Bend, Mishawaka, Elkhart, Fort Wayne, Michigan City, Chesterton, Plymouth, Kokomo, Indianapolis, Goshen, Carmel, as where you live.....
Success is a Continuous Journey
Our business success philosophy can be expressed in this TED video- Success is a continuous journey by Richard St. John: