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The most common reason that our clients come to us is to have a more capable, well-used CRM system. Basically they have outgrown their current system.  If your current CRM system is not an effective “knowledgebase asset” that your people engage regularly, your organization may be losing valuable opportunities and productivity.

On the other hand, when you upgrade to a CRM that is robust enough to handle your organization’s needs, you will:

     Gain visibility into your entire business

     Put your people first with a fully customizable CRM

     Get accurate and timely information

     Remove limitations to growth


Gain visibility into your entire business

With the help of a full-fledged CRM, you will have a full business development system at your fingertips.  To maintain and grow a successful business, you need a ‘bird’s eye view’ of your business.

The right CRM system will give you access to high-level information that will allow you to see your day-to-day operations from a distance so you can identify trends and take action. It is also easy to drill down and isolate data that needs separate analysis.

This is the kind of business intelligence that will help you reproduce your successes and improve your weak areas. You’ll be able to track customers, prospects, leads, competitors, vendors and strategic partners with ease.

Put your people first with a fully customizable CRM

Your CRM system should support the way your people work, not the other way around.

One of the greatest obstacles to a successful CRM implementation is low rates of adoption. We focus on the people who will be working with the CRM and customize it to support the way that they are already working. This is a proven way to ensure that your staff will be eager to adopt the new system.

We also look for ways to improve workflow and productivity by automating repetitive tasks and reducing the number of screens and clicks required to complete tasks.

Get accurate, timely information

In order to drive growth, you need business intelligence. Data is at the heart of all business decisions. You need up-to-the minute and accurate information to steer your business toward growth.

With a full-fledged CRM system, you can access timely information with custom reporting. This will help you identify the ‘ceilings’ where your people are stuck. Armed with the right information, you will be able to help your staff move past obstacles and drive your company to growth.

Additional Resources:

What are the "Costs" of an Ineffective CRM?

Characteristics  and 7 Habits of Incredibly Well-Used CRM

25 Warning Signs Your Business Needs a CRM system

Tailor Made Solutions – Problems we have solved

7 Key Benefits for C-Level Executives when considering CRM

Supercharge Sales and Build Stronger Relationships with CRM

Infor CRM advanced Analytics Bring your CRM data to life

Advanced Visualizations

Red Flag- Lack of a Bird’s Eye View of the Business- Act!

Big or Small, CRM Grows with your Business

25 Ways to Build a Prospect List for Your CRM to Work...

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"Dick brings passion to his engagements, is easy to work with and is inventive with ideas. He's willing to put the work in to get deliverables within a required time table."


Kurt Kruggel, Partner
Kruggel, Lawton & Co., LLC

Kurt Kruggel