We will turn your business into “Big Brother on a Budget”!

CRM (Customer Relationship Management) systems are the present and future of business, and they aren’t just for Fortune 500 companies anymore. They’ve become much more affordable for small businesses as well. Nowadays it’s crucial to be able to turn vast amounts of data into actionable insights and competitive advantages, while simultaneously improving customer service. CRM systems can increase sales by improving lead generation activities, help you design better products and services, and reduce operating expenses. It will improve your decision-making by identifying new markets and opportunities, and by improving your business processes and communication throughout your company.

Yet, while the benefits of CRM's are well-known and undeniable, implementing them appropriately can be quite challenging and time consuming. They can also get quite expensive if not done right. In addition, it’s important to keep in mind that the cost of a CRM system far exceeds that of just the user license fee.

Each platform can be an extremely powerful tool in their own right despite often being a bit tedious to set up, implement, and be adopted by its users. The majority of existing CRM programs such as Salesforce.com, Zoho, Dynamics, InfusionSoft, etc. are fairly robust out of the box, but they do need to be customized to fit the desired needs and specifications of your company’s customer database and sales operation. But, when the appropriate resources are allocated, and a true commitment is made, the ROI will be astounding.

Creating and customizing your CRM program will help with the delegation, and eventually the automation, of target market research and corresponding with clients and prospects among other activities that occur in the sales process. It will help improve the reporting abilities of your sales professionals, allowing the creation of customized sales metrics in an on-demand fashion. Leveraging a CRM system will tie them all together and turn the valuable information they provide into action, which will yield tangible results.

Implementing a CRM project is best accomplished in a tiered/phased approach which will not only help to increase business in the short-term, but lay the ground work for an effective system that will provide value long-term as well. It can help improve communication internally throughout the entire company, create more effective sales and marketing strategies, forecast upcoming sales revenue, enhance supply-chain management and enterprise resource planning, and cut down the time spent conducting market research.


Creating and leading customized training programs is one of our specialties that we take very seriously. We can provide an in-person or remote on-demand launch of the training program, followed by remote training sessions. In addition, we create and provide customized resources which will be made available online in a client portal designed specifically for your company’s users.

The 10 Steps to building a successful CRM program:

1. Conduct “audit” of existing processes and database.

2. Clean up existing data to avoid the dreaded trap of “garbage in/garbage out.”

3. Code database to more easily identify priority contacts, ABC.

4. Sales cycle analysis.

5. Customize CRM pages, fields, and layouts with appropriate specifications.

6. Marketing automation and campaign creation.

7. Training of users/administrators.

8. Reporting.

9. Sales forecasting.

10. Ongoing maintenance, monitoring, and improvements.


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@2020 Created by WIMS, Inc.

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