Solutions for Consulting & Professional Services
Take a look at our experience and expertise deploying CRM and Marketing Automation in the consulting and professional services industry below including process design, application customization, data and application integration, installation, training, and support.
Featured Consulting & Professional Services Case Studies
How TrustSphere Has Transformed Salesforce at Consultus Recruitment and Research
Consultus is a long-time customer of Salesforce CRM and uses it to be the system of record for its clients. With TrustSphere, they managed to refine communication data, retains it as IP, and enter the results into Salesforce.View Case Study
W-Systems Helps USAFact Revamp Business Model and CRM System
USAFact, an internet-based pre-employment screening company was facing serious business challenges as a result of the economic downturn in 2009. With the help of W-Systems, USAFact revamped its business model and CRM system to drive business efficiency and growth.View Case Study
W-Systems and Sugar have Helped BASIC Streamline and Reap Huge Time Savings.
BASIC needed to streamline their business processes. W-Systems and Sugar helped them save time and money with simpler processes and better technology.View Case Study
How VetAdvisor Has Leveraged Sugar to Support and Manage the Company’s Unique Mission.
Sugar is a key part of VetAdvisor’s processes that helps veterans step away from the battlefields and re-acclimate to life at home. By leveraging Sugar’s robust functionality and easy, cost-effective customization, VetAdvisor now has a powerful CRM-driven system that complements the work of the coaches and increases the probabilities of a veteran’s successful transition to civilian life.View Case Study
Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin
Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.View Case Study
Featured Consulting & Professional Services Projects
We helped a mid-size enterprise consulting company, seeking to reduce CRM licensing costs, convert from Salesforce to Sugar.
We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.
We helped one of our clients by creating a way to identify possible duplicate entries based on a unique identifier.
We helped enable our clients to run a single report on all activities in SugarCRM.
We customized Target Lists in SugarCRM to eliminate having to manually update the lists every time an email went out.
Featured Consulting & Professional Services Webinars
Relationship Analytics is a powerful solution for automated organizational relationship tracking.
The tool is designed to work easily and seamlessly with Sugar. Leverage Sugar and Relationship Analytics platforms to deliver real-time insights that emerge from popular enterprise productivity and collaboration applications. By mining email data, TrustSphere can intuitively show a user who in the organization has relationships with any other organization.
Consulting & Professional Services Blog Articles
Consulting & Professional Services eBooks & White Papers
The Dynamic Duo: CRM + Marketing Automation Working Together
A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.Download White Paper
Best Practices for CRM User Adoption
Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.Download White Paper
Best Practices in CRM Data Migration
Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.Download White Paper