Listening is the first step we we heard, "I can't see the whole picture!" from out client! She was selling women's clothes from her home and wanted to see a complete history of each of her clients' purchases. We suggested a few new custom fields in her CRM and leveraged the "opportunities" section to capture each purchase. The next time a client visited her showroom she knew exactly which new pieces would fit in 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 started from scratch with fields, layouts, and reports. 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!

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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.…