We solve business problems with CRM
Our focus is adding value to your organization.
- Sales, marketing and service process design
- CRM configuration and customization
- Continuous delivery business model
What I Can Do For You
Microsoft Dynamics 365 CRM
Sales Service Marketing
Flat rate sales,service, marketing setup packages
Need to get up and running quickly?
- Help you define your sales, service, or marketing business process(s)
- Translate to CRM
- Configure/customize and setup your business process in your CRM
- Main deliverables:
- Recorded training session(s)
- How to guide(s)
- Data dictionary
- Execute your business process in CRM in 2-4 weeks.
Monthly flat fee
Crawl, walk, run. I can help you get to your end goal over time.
- Weekly consultation to help you CRM your project/organization.
- Ongoing business process changes and development
- Ongoing reporting
- Sales, marketing, service coaching
- Expert you up in CRM (under the hood)
You will often find me responding to questions on public forms out on the interwebs.
Love what you do. Always add value. Live the technology. Think team.
What Others Say
CRM Lifesaver and Monthly CRM-Admin-in-a-can
Helping others become expert CRM users since 2019