We know there are varied needs and resource capabilities for client relationship management (CRM) tools, and focuses on delivering the appropriate tactics and programs. In assessing the optimum solution for each organization, we deliver:


We assesses client environments to determine the most practical approach to CRM integration and successful implementation, including:

  • Discovery
  • Needs assessment
  • Expectation review
  • IT capabilities
  • Integration considerations

system implementation

Working with our clients, we implement with an approach that includes user conformity, business development objectives and IT capabilities. Tactics include:

  • Project management
  • Process implementation
  • Content management protocol
  • Communications strategy

list management

Clients benefit from a detailed approach to ongoing control of data integrity and proactive application of CRM data. Services include:

  • Data entry protocol
  • Consistency training
  • List development
  • Marketing communications programs