CRM Consulting

CRM or Customer Relationship Management is the most powerful and effective approach in creating and maintaining relationships with customers as well as Building New Business.

We can take away the 'fear factor' of developing and maintaining a robust system without burying you in minutia.

If you already have a system in place, need to upgrade or start new, we can make this a painless process.

We are 'agnostic' in our CRM consulting and can, and have worked with, BuildOne, Salesforce, Commence, SalesLogix, Zoho, Cosential and more.

Turnkey solutions for your entire program:

• Consultation End User Training
  
• Vendor Selection
  
• RFP Development
  
• Implementation
  
• Data Migration
  
• Integration Support
  
• Data Standards
  
• 'Right Sizing'
  
• End User Training
  

We truly believe CRM is the single biggest advantage opportunity for any company trying to Build New Business in the A/E/C marketplace and is often the most overlooked/neglected.

To schedule a painless conversation about CRM and how it can greatly impact how you Build New Business - click here.   By painless, we mean Bobby will not call, or email, you after the call...unless asked. 

"You do not rise to the level of your goals. You fall to the level of your systems." - James Clear

_______________________________________________________________________________________________________

Case Study A national engineering firm was using Outlook and Excel for the Business Development efforts.  We developed a plan for implementing their new CRM based on a foundation of Business Development and Account Management.

"Bobby the way you implemented CRM into our business has made such a huge difference.
We commend the way you really got to understand our company and how we do business
to best serve our needs for achieving our goals.  In that regard we thank you for

playing a meaningful part and helping with the growth of our business."

Business Development Director
National Engineering Firm

Case Study A national specialty contractor with six offices needed help getting their arms around the data and leads as their locations were in each time zone.  We were able to find the right CRM for them, pull in their historical data, establish data standards for moving forward, customized reports menu and training.

"I believe we were a little concerned about bringing in CRM

mostly from a 'who has time to learn this?' perspective.   However,

Bobby made it pretty painless and the results were exactly what

we needed."

Director of Operations

National Specialty Contractor 

Case Study A national commercial general contractor had CRM but felt as if they were not utilizing it best.  We were able to 'right-size' their system, better position it with the subscription lead service they relied upon, create data standards, custom report menus and training.

"We knew our CRM could be more effective, we just did not

have the time to really get under the hood as we should.  After

working with Bobby, things were so much more effective."

Business Development Manager

National General Contractor