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Start the CRM Readiness Conversation


At Success with CRM Consulting, we partner with you to select, design and implement a fully customized 'built-to-suit" CRM system that helps you get the RESULTS you desire.

Let's start a conversation and share ideas. We can help answer questions you may have and help you make informed decisions about the CRM that’s right for your business. Maybe you are concerned with getting user adoption so knowledge is more easily shared and becomes increasing valuable to your organization.  Maybe the transition is a concern so that success really is achieved. We know this is a journey and can help map out a smarter path and improved ROI with CRM. 

Key Take-Aways You Can Use:

  • Identify Key Areas of Improvement
  • Report of what a Well-used CRM would look like for Your Business
  • Identify the items to put in your Strategic Improvement Plan
  • Actionable Tasks to get ready for a CRM Implementation
  • Answers to all your CRM Solution/Preparation Questions

We work with success-minded business people just like you to: 

    • Gain new insights and make better, quicker decisions.
    • Build an easily accessible, knowledge database for your business relationships.
    • Enable your business to work smarter, not harder.
    • Increase marketing effectiveness and close sales faster.
    • Develop better ways to acquire, nurture and retain profitable clients.  

Why Us? Because Our Success with You Determines Your Success with CRM

Our one goal is to see your business grow profitably. Collaboration and knowledge transfer of best practices enables success.  Guidance from Success With CRM Consulting helps transform your company from good to great in three significant ways:

1. More Capabilities for More Growth 

We partner with you to increase your capability to build better, more beneficial customer relationships. Together we will integrate marketing, lead generation, sales opportunity management, customer service and accounting system information for more holistic 360-degree views of your business. You get the tools and CRM system to enhance customers’ experience at every touch point across your company, delivering value, building loyalty and driving customer satisfaction.

2. Bigger, Better Business Insights

As a businessperson, you know that the perspectives gained with up-to-date customer knowledge can transform a business for consistent long-term success. Say goodbye to those disjointed database silos, various departments or other systems. A Swiftpage Act! or Saleslogix CRM solution provides quick and detailed insights into past conversations and commitments that will build your business. Discover which clients offer the greatest lifetime value, and how to attract more of these desirable customers.

3. Top of Mind Awareness 

Our clients see rapid growth through our easy-to-implement systematic approach to CRM solutions. We help you stay "top of mind" with your customers to effectively nurture profitable business relationships. A smart, cost-effective CRM solution allows you to create initiatives, communications, offers and programs to keep your brand relevant, timely and highly appealing.


But don’t take our word for it! Read what others say about our professional services in reasons to believe.

Let’s start a conversation. Simply fill out the form in the sidebar over there to the right or call us at 269-445-3001. 


What some of our clients have to say...

Top qualities: Personable, Expert, High Integrity.  "Dick brings passion to his engagements, is easy to work with and is inventive with ideas as well as being willing to put the work in to get deliverables within required time table." Kurt Kruggel,  Kruggel Lawton & Company

Top Qualities: Personable, Good Value, High Integrity.  "We have found Dick to be very conscientious in his work, and thoroughly knowledgeable about his business. He provides an excellent service and manages to look at things from a different perspective that we have found to be very valuable. He is a consistent and reliable resource we have utilized on many occasions to our benefit. We heartily can recommend him." - Marty Werling, President, Sights & Sounds, Inc.

"I have worked with Dick for a number of years now and have come to admire him as a very professional individual with a great attention to detail. I have had the pleasure of working with Dick at clients that we have in common and have also observed the great work he had on projects separate from ours. Dicks ability to truly understand client needs and business drivers set him apart from other consultants in the field."  Mike Hogan, Hogan Consulting Group

Top qualities: Great Results, Expert, High Integrity.  "... Richard has always been reliable, patient, thorough, and customer oriented." -Drew Hoisington, Cadence Environmental Energy.


No obligation, 1 hour Insights, Idea sharing  and Planning Conversation

If you’re thinking of moving to CRM or switching your CRM software and want to work with a company that values customer relationships, trust and collaboration as much as you do, let’s start a conversation.

You'll also receive 14 question survey that will give a Quick Start to our conversation....

Start the Conversation

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