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!

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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.

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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!

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CRM Customization Should Simplify, Not Complicate

CRM should simplify data processes

Most CRM systems today are very usable right out of the box. They’ve been designed based on best practices and years of customer feedback. However, no two businesses run the same way, so optimization requires CRM customization.…