Working with Us How We Equip You and Your Business for Greater Success

Welcome to our Mission:

Our mission is to help business people build postive 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 and take their business to the next level. 

That's why Success with CRM Consulting Inc. exists.

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.

How We Work with You: 

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.

We cooperatively diagnose, co-design, implement and support the use of integrated Client Relationships Management systems so you have a 360 degree view of each prospect and customer account.  Our solutions include the strategy and tools to acquire, develop and retain profitable customers/clients- thus increasing the value of your business.  CRM is a core belief in business success and an appreciating asset.

Lead generation/qualification, sales opportunity management, communications management, and customer service/support are primarily focused within a CRM system.

In today's crazy-busy world it is extremely important for a business to remain "Top-Of-Mind" with your prospects and customers.  A large part of that is the enhanced and intelligent use of integrated, electronic marketing technology with a CRM system so you can connect, nurture relationships and build stronger referrals.

What do we do?

Our goal is to equip you and strengthen your:

Business Development and 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! customer/contact management
  • Infor CRM (formally 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 using The Alternative Board (TAB).

What Others are Saying:

Reasons to believe - as spoken from our remarkable clients.   

Next Steps:

About Us

Contact Us

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