CRM Consulting Services

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

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

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.

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