Increase business performance with the right application of CRM tools and proper data management.

CRM – We deliver CRM optimization and solution architecture services. CRM is not one-size-fits-all. Finding and tuning the appropriate CRM solution is key to customer engagement success. Also, we focus on organizational adoption and administration to ensure ROI and continued growth. We look deeper into CRM capabilities and way to fully leverage a CRM investment: 

  • Optimizes business processes and provides a 360-degree view of the customer 
  • Using CRM as a data integration and analytics platform 
  • Fills gaps in current processes 
  • Provides a community and collaboration platform 

MDM – Master Data Management, Data Maturity Model and Data Monetization – Companies that focus on leveraging their data assets significantly outperform their competition. We design and build platforms for Integrating all your data sources and providing the ability to extract opportunities from the data. The goal is to uncover revenue opportunities while maximizing the sales team’s effectiveness. 

AI and machine learning – enabling applications to learn, change, and predict patterns as they are exposed to new data.  AI is now built into many platforms and are providing real-time feedback and advice to companies and directly engaging with customers on a routine basis: 

  • Identify AI opportunities in customer engagement solutions 
  • Establish AI as part of the customer relationship landscape 
  • Optimize the use of existing integrated and stand-alone AI tools 
  • Applying AI in data analytics, which includes pattern recognition 

Transform your marketing and sales process by optimizing your digital solutions and Data Analytics capabilities.


Digital Transformation and Analytics for Marketing and Sales – We help companies identify the right solutions to meet their marketing, sales, and customer engagement objectives; like improving prospecting, cadence, and workflow process automation, for example. 

We’re experts in helping our clients identify ways to take their marketing and sales lifecycle to the next level. Our breadth of knowledge in sales force automation, digital marketing, and analytics ensures we can identify and architect the best solution for your sales and marketing organization. 

We design, implement, and optimize existing digital marketing and sales platforms. We’re approved Salesforce, Microsoft Dynamics, HubSpot, and Inside Sales partners, for example. 

Our unique approach to sales analytics can best be described as Moneyball for sales and marketing. We built a model that focuses on real-time analytics that measures individual and team performance throughout the sales and marketing lifecycle, not just at the end when it’s too late to adjust behaviors.  

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