Traction Analysis Services
Our Complete Business Overview And Opportunity Evaluation Process
A Customer Relationship Management (CRM) solution is a must-have in any organization today. However, many companies do not have the in-house expertise to quickly and successfully implement CRM.
Packaged applications are often overly complicated due to their “one-size-fits-all” nature. The data required is rarely in a ready-to-import format. Without proper guidance, it is difficult to determine how a process should best be captured.
In fact, implementations of Microsoft CRM and Salesforce.com are often cited as “failing” due to four main factors – lack of strategy, bad or incomplete data, complex or confusing interfaces, and inadequate training of end-users.
Sales Tools Shouldn't Be This Complicated
By encapsulating strategy, mentoring, data integration, system simplification, and end-user training, all within a single package, we can ensure that your investment will return good ROI, and your implementation will succeed.
Our unique process is executed fast - taking two weeks from start to finish. Whether you currently have or are thinking about Microsoft CRM or Salesforce.com, we provide your team with the tools, processes, and knowledge to tackle your sales and service processes head-on, while serving as a solid foundation for many years to come.
Keep Systems In Sync
Getting data in-and-out of Microsoft CRM and Salesforce.com can be a daunting task. Fortunately, we have you covered. Utilizing our visual Extract, Transform, and Load (ETL) systems, we have the tools and the skills to resolve any data integration challenges, and keep your systems talking to each other.
Metrics & Analytics
Keep Your Team Focused
Core to our belief, metrics are the only way to ensure discipline within processes. That’s why we have developed standardized dashboards, reports, and "action-plans" to ensure quick and accurate measurement of your teams progress and productivity.
Keep Your Eye On The Ball
Extend CRM to all facets of your company by capturing key business processes and work-orders, allowing for true 360 visibility across clients and vendors alike. Our cost-effective forms-based workflow system lets us concentrate more on efficiency, and less on programming.