Work with Us - How we equip you for greater success

Our mission is to help business people build relationships and enjoy the benefits of a successful business life.  We help entrepreneurs experience a more rewarding business and life by creating strategies to grow their business relationships and implement a CRM system that becomes a business asset.  CRM is a core belief in business success.

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.

That's why Success with CRM Consulting Inc. exists. What do we do? Our goal is to strengthen your:

Business Relationship Management

    • Strategy development and system design.
      • Marketing strategy: acquire and retain profitable relationships with customers/buyers/vendors, etc.
      • Lead generation and qualification 
      • Electronic marketing, surveys and nurture (drip-marketing)
      • Inbound marketing: be easier to find, and attract new customers.
    • Enhanced Customer experience development
      • Customer service and support: recognize issues and solve problems.
      • Knowledge base development
    • Sales Opportunity Management
      • Sales process development and implementation
      • Forecast Management
    • Business Intelligence - Executive Dashboard for better decision making
    • CRM System- Customer Relationship Management design, implementation and support
      • ACT! by Sage customer/contact management
      • Sage SalesLogix Customer Relationship Management
Entrepreneurial Growth
    • Strengths-based discovery and practice for improved quality of life 
    • One-on-one business coaching of entrepreneurs and executive management.
    • Personal focus and productivity coaching using the Getting Things Done approach.
    • Facilitation of peer entrepreneur boards and round tables.

 

Reasons to believe - as spoken from our remarkable clients.  

 

For a detailed view of our offerings review the list on the right. 

Contact Dick or Julie for more information on ideas to help you go to the Next Level!

 

Business Success with CRM Cloud

Cloud-CRM-Success