We Analyze. We Design. We Implement. We Train.
From strategic planning to post-implementation training, we are your "one-stop" shop to streamline your operational business process.
How do you manage your business process & information?
You have a method and most of the time it works. Here is how we can help you manage and improve effectively and quickly.
Reduce overhead on Lead, sales and customer management.
Create marketing, finance and support workflow automation.
Retain customers with improved time to deliver goods & services.
Create strategic plans with KPIs & metrics.
Effect big or small change to move forward.
Measure the results & repeat or revamp.
Are you ready to move to SaaS?
If you need to be flexible and if you're ready to embrace a mobile workforce, you're ready for SaaS. Not ready to give up on your in house systems? No problem! We have options to suit.
CRMs, marketing automation platforms, lead management, project management and more make it viable for businesses to focus effort on planning vs. doing.
We do the "heavy lifting" to integrate your processes with new and existing systems such as SalesForce.com, Insightly, Quickbooks, Pardot, Zapier, Workato, Office 365, G Suite, T-Sheets & more.
We then enable you to tap into your data with actionable dashboards & simplified reports to help manage your business more effectively.
There are hundreds of apps in the marketplace ranging from free to thousands of dollars. We'll narrow the scope of choice to the optimal one that is a best fit for your needs and ideally your budget.
What are your business "challenges"?
There may be some small ones and some big ones. Maybe it's just your gut telling you there is a problem. Either way, we'll help you hone in on the challenges and then we'll make recommendations to prioritize tackling them.
How we work with your team in 3 steps
We interview your team & familiarize ourselves with your business.
We provide you with a proposal & high-level plan.
We deep-dive in to manage & implement the project plan, process mappings, documentation and training.
Marketing Automation | Sales Automation | Customer Retention | Strategic Planning | Business Intelligence | Project Management | Technical Support | App Customization | App Integration