PROJECT BRIEF A company had installed a CRM system and wanted customizations to match their workflow and processes. CHALLENGES Various styles & Inconsistent use of communication Lost Work Orders Multiple payment types Off Site Owner SOLUTION Implemented Single Communication Tool [...]

PROJECT BRIEF A Business wanted to begin sending a monthly newsletter.  They had multiple lists with contacts and needed to consolidate them into one list.  The Business wanted to then send an announcement email stating they would be sending a monthly newsletter and asking for the recipients to opt-in. [...]

PROJECT BRIEF A company started using a CRM system and wanted to back-fill the system with existing client and sales data. CHALLENGES Sales team is made up of independent contractors with no deal standardization Three year time frame for review and retreival Specific business requirements [...]