We help 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 customized CRM systems that captures 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’ to 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.
Who we serve:
Our clients primarily represent the 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 and their lives are better in using our clients valued solutions.
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.
Existing Client Industries we support with ACT! and SalesLogix:
- Professional services in Information technology, accounting, CPA's, financial services, real estate, community development, and marketing firms.
- Paint and Chemical manufacturers and their dealer networks in Automotive, Military, Aero-Space, Marine & Commercial Industries.
- Providers of Waste-derived alternate fuel and systems.
- Fabricator and distributor of steel products
- Discrete manufacturer of electric motors
- Distributor of water filtration systems.
- Payroll processing and payroll services firms,
- Commerical printing companies
- Non-profit agencies and community organizations.
Geography
While we'd like to meet you face to face, Internet technology and social networks allows us to help clients from Philadephia to California. 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, Indianaopolis, Goshen, Carmel, as where you live.....
Let's get Acquainted:
Vist our Contact page and learn more about Dick Wooden and Julie Cooper.