CRM Coaching
Nominated to run the company’s CRM project? No problem.

Been there, done that. Let’s do it again.

If you’re feeling overwhelmed, don’t worry — our coaching services can be your virtual right-hand man. We act as a support resource for CRM sponsors and project managers, without the cost of a full-time consulting engagement.

What is included:

  • Scheduled weekly check-ins
  • Best practice recommendations
  • Configuration templates
  • Q&A sessions
  • Solution brainstorming

A little help goes a long way.

Whether is a CRM re-boot or new implementation, It’s always a big undertaking, regardless of whether you’ve been through the process before or not. A lot can go wrong if you’re not adequately prepared. We’ll provide a Senior CRM Consultant at the ready to answer your questions, and help find solutions to any challenges that you’re facing.

Ready to move your CRM project forward?

Let's start building a CRM game plan today.

How can we help you?