We are specialists primarily focused on Creatio CRM (formerly bpm’online). We also support Infor CRM and ACT! CRM.
Founder and President
Dick has consulted with business clients for 39+ years to define their desired outcomes and develop solutions that get results. Prior to launching Success with CRM Consulting, he was principal and consulting director for Marshall and Poe, LLC, with a focus on small to mid-sized business development. Dick’s certifications include Creatio integrator, Infor and Infor Cloud implementation, ACT! consultant, The Alternative Board strategic business leadership coach and facilitator, HubSpot sales software partner, and Inbound Marketing educator.
Customer Experience Authority and Advisor
Julie came to Success with CRM after 15 years’ experience in customer service. Her goal is to remove intimidation from technology and replace it with excitement about the possibilities as she teaches business teams to use CRM tools in their everyday processes and interactions. She is passionate about listening to her customers and delivering results they need from their chosen CRM solutions. Julie is a Creatio educational advisor and implementer, Infor CRM trainer, and ACT! channel partner and educational advisor. She is skilled in e-marketing automation and content design.
Change is the new normal. To thrive, organizations need the agility to design and adapt applications and processes fast without deep technical skills.
We help organizations make sense of what they face, demystify CRM for their needs, and leverage CRM to accelerate sales and service results.
We love helping entrepreneurs flourish. Our whole business philosophy prioritizes you gaining adaptable strategies and systems that will adapt dynamically to our fast-changing world. As your CRM solutions partner, we treat your business with the personalized approach it deserves. Here’s what you’ll experience during our collaboration:
We provide ongoing support as you leverage your CRM to achieve your unique goals and a high return on your investment
Businesses we work with want to leverage technology to increase their productivity, manage business relationships, and offer the right value at the right time to the most interested clients and prospects. They may already have a network system but are now considering Cloud and SaaS solutions.
Our clients feel cared for. They stop being frustrated by multiple data sources and inefficient silos. Their lives and businesses are better because of their experience with our service and solutions. They also sound smarter and more caring to their customers.
Located in southern Michigan, we serve clients in the Midwest as well as across the US and Canada.
Providing remote service and support with available phone calls after hours: 269-445-3001