Today’s top cloud-based (SaaS) CRM systems are relatively cheap, quick to launch, feature-packed and extremely powerful. However, they are NOT a silver bullet – they all require setup and customization.

Evaluating the landscape and choosing the right vendor/platform can be time-consuming. And for many small businesses, the technology choice may not be as important as 1) setting up the CRM system to support your unique business objectives and processes; and 2) USING the system effectively. Successful CRM projects are driven more by business requirements and people – the technology is just the facilitator.

Let us help you implement a customized CRM solution that’s easy to use and used effectively.

Need help connecting your CRM system with other systems...

An effective CRM system should be the centerpiece of your customer and lead records. But it’s likely that you’ll have existing systems, services or software tools that also require customer records.

Reduce administrative burden and eliminate duplicate information by maintaining a single shared customer record. Automatically communicate key information to/from your CRM system. Use your CRM system as the back-end customer administration interface to your user website. The possibilities are endless.

Contact us for help in evaluating your integration options.

Are you a developer integrating Zoho CRM with an in-house system based on the Microsoft .NET platform? Save time and money with the ZohoSharp library. Learn More

Do you have other custom development needs? We can implement web-based and mobile solutions. We primarily support Microsoft .NET and Apple iOS frameworks. Don’t know what this means, or have other technology needs? No problem, we’ll help you solve your business need ourselves or through another provider/partner.