We work with customer-facing teams to improve their enablement and engagement capabilities. Our focus spans across sales, service, or support organizations. We can deploy, administer, and manage your CRM and its connected systems to improve your performance.
We build your CRM configuration based upon your ideal process and leverage standard and custom capabilities to tailor each user’s experience. Through improved data capture, accuracy, and reporting, we help build revenue team alignment and increased transparency. We extend the capabilities and value of your CRM by implementing our CTI solution. DialSource captures calls with prospects and customers, and related tasks are automated and properly logged. We install systems that support better lead management, provide data enrichment, support the coaching and performance management of teams, and provide managers with improved visibility into what is working and what needs improvement.
- [Business Requirements] Clearly outline use cases, baseline data, workflows, and key performance indicators.
- [Solution Architecture] Solve your business challenges through systems design tailored to your tech stack and unique workflow.
- [Salesforce Development] Bring your creative ideas to life by leveraging the technical capabilities of your CRM.