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No obligation - 1 hour Insights and Best Practices Consultation

If you’re thinking of 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.

Upgrade Your Skills and Experience with CRM

icon-upgradeNeed an education refresher on tips and best practices. Or is it time to upgrade to a newer version of your existing contact or customer relationship management system? Or has your business evolved so that you require a completely new CRM solution? Perhaps you aren’t sure which of the two is the best route for your company’s current and future needs.

That’s where Success With CRM can help.

We’ll guide you through the complex analysis and decision-making process. Our expertise is in business relationship development strategies for small- to medium-sized businesses. How? By delivering a better return on your CRM investment.

We go beyond the implementation of ACT! and Saleslogix platforms to give you the strategy and tools to acquire, develop and retain profitable customers, increasing the value of your business.

Get an Upgrade in CRM Skills:

Improving user adoption and success in a CRM project involves providing various educational resource options.

Depending on your organization and the learning styles of your CRM users we can craft an educational program that is a combination of on-site face-to-face with hands on access, go to webinars, anytime learning using customized videos specific to your business,

Get a Newer Version to Achieve More:

    • More productivity with new tips or steps to get work done.
    • More customer insights
    • More lead-tracking capabilities
    • More interaction with sales and marketing tools, web apps and social media

Success with CRM knows how to maximize the effectiveness of your existing ACT! contact management or Saleslogix CRM. We can help you to quickly tap into relevant customer details and seamlessly extend these business relationship building solutions to its full potential.

If you need to update your existing ACT! or Saleslogix system, we’ll partner with you to deliver a personalized solution that addresses your company’s unique needs. From altering forms to adding new prompts and prompt names to modifying business logic – you get a tailored solution that works the way you do.

More CRM Capabilities, More Profitable Customers.

There comes a time in a company's life when a contact management system like ACT!, no matter how robust, just can't keep up with the demands of the business. An upgrade from ACT! to SalesLogix allows your company to have:

    • Enhanced sale opportunity management

    • Better action-oriented sales processes

    • Less constraints in building a system specfic to your business model

    • Views into customer issue trends and your company's resolutions.

    • Exceptional customer-pleasing support and service

    • All the tools and reports to make smarter, faster decisions

    • Complete customization capabilities


Time to think about SUCCESS

Don't let the prospect of migrating data prevent you from upgrading your CRM.  As CRM experts, we have a vast amount of real-world data migration experience to ensure seamless and smooth transition with no productivity loss.  

If you are thinking of upgrading your CRM, we can help you made the best choice. 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.


Have it Your Way


Complete This Form to Upgrade Your CRM Experience