Listening is the first step! We heard, "I can't see the whole picture!" from our client! She was selling women's clothes from her home and wanted to see a complete history of each of her clients' purchases. We evaluated her process and recommended a small change in the data she was entering in her CRM system. The solution included several new custom fields and reports. The next time a client visited her showroom she knew exactly which new pieces would fit into their wardrobe!

Read More


Our client was a time-crunched CFO who knew he could be getting more from his CRM system. After speaking with the sales team, the CEO, and the CFO, we implemented workflows that automated their sales quotes and created reports that delivered more valuable information. We also automated an approval process for situations where the salesperson wanted to negotiate a better price for the client.

Read More

Project Management

The project at Constant Contact was designing and implementing a Salesforce module to manage the field events. Working with their CRM team, we created the business case, prioritized the features, and managed communications between the field reps and the Salesforce techs. This process kept the project running smoothly and it was completed 2 weeks ahead of schedule. We also trained the field reps and regularly reviewed reports to ensure adoption and success!

Read More

E-commerce Trends: Happy Holidata!

E-commerce trends

E-commerce businesses gather a great deal of data during the holidays as online shopping revenues have been increasing for the past 10 years! January brings the end of the shopping frenzy and the beginning of the analysis.

Accounting Data Reveals New Opportunities

accounting data

When it comes to sales you always hear that it is less expensive to sell to your existing clients than to obtain new ones. As easy as that sounds, you need insight into your clients’ behaviors to uncover opportunities for repeat business. …