Our expertise lies in CRM consulting services. We offer a multitude of support throughout your business for all kinds of CRM support

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The Marks Group specializes in these five CRM applications:

  • Zoho CRM (and related modules)
  • Microsoft Dynamics Sales, Service and Marketing
  • Salesforce.com
  • HubSpot
  • GoldMine

We provide two types of CRM consulting services for our clients: CRM Implementation and CRM Research

The Marks Group CRM Implementation Services

For clients that have chosen any of our core five software’s we provide these CRM consulting services:

  • Project Planning. Estimating and determining the best strategy for implementing your chosen CRM application based our more than 20 years’ experience implementing CRM.
  • CRM Setup and Configuration. Installation of the software, setup of users and design of security and access.
  • CRM Customization. Creating and adding fields, forms, views, screens, workflows, automation and reports to your system.
  • Integration. Connecting your CRM software to other systems and platforms as needed.
  • CRM Development. Creating custom solutions for your CRM software.
  • CRM Training. Onsite and online education for all users and administrators to learn the CRM best practices.
  • Support. Our CRM consultants will be available as needed to answer questions, fix problems and troubleshoot issues over and above the technical assistance provided by the software vendor.
  • Ongoing recommendations: Regular review and advice for keeping your CRM software current and taking advantage of the latest features and functionality. 

The Marks Group can also provide assistance help with a variety of other CRM applications including Copper, Insightly, Nimble, SugarCRM and Netsuite.

The Marks Group CRM Research Services

Our CRM consulting services also include support to help companies search for a CRM:

  • Current hardware, network and software review
  • Product Demos
  • Help define your CRM needs and wants based on your current data entry and retrieval processes, sales process, and marketing strategies.
  • Proprietary database search of the top software with the best CRM tools for your business
  • Independent recommendations for applicable vendors/applications