CRM Solutions

Microsoft Dynamics / SalesForce.com

We’ve always believed that our primary competitive advantage was our ability to acquire new customers and focus on the customers we have. So it was rather easy for us, in the early 2000’s to build internal solutions atop customer relationship management software or CRM.
In 2005 we became one of the first SalesForce partners in Pennsylvania and over time we added Microsoft Dynamics to our CRM partner portfolio.
Today, with a modern CRM, we can provide you with a 360 degree view of your customer on industry leading platforms either on premise or in the cloud.

Collective Intelligence. Relationships Matter.

Our CRM Solutions

CRM STRATEGY WORKSHOPS

Looking for a CRM solution? Not happy with your current state of affairs? CI can help you develop a strategy to acquire or replace a CRM system that will provide sales force automation, marketing management and customer support capabilities.

VENDOR ACQUISITION & RFP DEVELOPMENT

We can help you choose a CRM vendor based on your needs. Regardless of your organization's size - getting the sales and marketing team working together is a strategic imperative.

CRM FULL LIFECYCLE

CI has been developing and installing CRM solutions since the early 2000's. We've worked with the leading vendors in the industry and understand what it takes to make your CRM implementation a success. Once we've helped you develop your CRM strategy we can support your through implementation.

MIGRATION & INTEGRATION SERVICES

Your CRM must integrate with other mission critical apps. So it's important that you engage an organization that has decades of experience connecting modern CRM platforms with enterprise systems. We help connect the dots so you don't have to.

TRAINING & KNOWLEDGE TRANSFER

A successful CRM deployment begins and ends with adoption. Your sales teams need to understand how to use the system. So does your marketing and customer support teams. We can help you ensure CRM success by constructing a customized training plan for your organization. While we're at it, we'll train your IT team as well.

CRM SUPPORT

The times they are a changing...and so are your business processes and customer base. CI can provide you with a customized support agreement that ensures your CRM system will evolve as you evolve. And while we're at it, we'll keep the lights on ensuring your CRM system is up 24/7/365.

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