A Better Way to Manage Customers & Leads

Our specialty! If you’re keeping customer records on paper or in an address book/Excel spreadsheet, there’s a much better way. It’s called a CRM (Customer Relationship Management) tool, and it’s like an advanced address book that provides many advanced benefits for your business.

Learning to use a CRM isn’t hard, but choosing the right one and customizing it to match your existing business processes can be a bit complicated. We’re here so you can reap all the benefits with zero setup headaches. We’ve done nearly 100 implementations in businesses ranging from psychologists’ offices to entire manufacturing plants, and we know exactly how to make a CRM best fit your specific needs.

Just a few things a CRM can do for your business:

• See at-a-glance where your patient/customer referrals are coming from so you know where to invest your advertising budget;
• Keep track of additional details about customers (i.e. contact preferences, medication/ordering schedule);
• Automatically know which leads/customers to call each day (based on intervals you set);
• Keep track of appointments and tasks in one central place for your entire team;
• Access client records securely when you’re out of the office;
• Automate many existing business processes.

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Flat-Fee Efficiency Consulting Packages

• Basic CRM Setup 600
  • For businesses with only one department (i.e. sole proprietors).
  • We’ll customize the CRM to match your existing processes and provide custom training materials for your reference;
  • Two hours of training included, plus 30 days of unlimited support for your entire team.
  • Additional training hours and/or custom programming are optional but come at an additional fee. We’ll cover these possibilities upfront.
• Advanced CRM Setup starts at 1000
  • For businesses with multiple departments.
  • We’ll customize the CRM to match your existing processes and provide custom training materials for your (and your employee’s) reference;
  • Two hours of training included, plus 30 days of unlimited email support;
  • We strongly suggest pairing this with an on-site training visit to get your entire team up to speed quickly.
• CRM Conversion Package starts at 1500
  • Need to upgrade from your current CRM because it’s outdated and/or lacks necessary features?
  • Get a researched list of CRM options that better meet your needs;
  • Get a plan for migrating data from the old CRM to the new system;
  • We can act as a liaison to a technical team if you require custom programming or software;
  • We’ll customize the new CRM to match your existing processes and provide custom training materials for your (and your employee’s) reference;
  • 30 days of unlimited email support;
  • We strongly suggest pairing this with an on-site training visit to get your entire team up to speed quickly.

You may also choose to include a CRM solution with one of our business efficiency retainer packages, and/or have us make an on-site training visit.

Hourly Consulting

All hourly appointments are available via phone, Skype, instant message, or (Seattle-area only) in person. We schedule appointments 24/7.

• CRM Demo (1 hour) 150
  • Get a guided walk through of an example CRM setup specific to your business;
  • Learn what features and options will best serve your business needs;
  • Get the names of CRMs you should look at, and best practices for setting them up (if you intend to do it yourself);
  • Learn best practices for transitioning your employees to a [new] CRM.
• Efficient CRM Training (1 hour) 150
  • Already using a CRM? Learn how to use it more efficiently. (For individuals or teams.)
  • Receive confirmation you’re following the right approach and/or suggestions on improvements;
  • Find out if you’re not taking advantage of key functionalities;
  • Get answers to all your questions.

Learn more: How our hourly business efficiency consulting works.

Schedule Your Solution

You’ll hear back from us within one day to confirm your selection and answer any questions.