We will help you resolve issues more effectively by:

· compressing the steps needed,
· linking together the information,
· automating the steps.

Make your vision a reality with the right strategy and methodology.

Service groups: CRM | Development | Web | Telco
Request assistance using this form.

... think longer term

...constantly improve by aligning effort to objectives

..stay focused on customer interactions

Mission... to provide sensible solutions to streamline and faciliate business processes and thus, increase capacity, customer satisfaction and profits. We want your clients to speak well of their 'customer experience' with you.

Strategy... use business and technical services to improve the front office and to integrate the front office data with the rest of your organization. We assist firms with their business development strategies. We can start with what's hot or from the top.

Approach... sometimes we will come in and make what you have work better. Other times we will add some off-the-shelf software to our professional services improving your operation. If data is compartmentalized, we recommend integration to pull your activities together better. We can also develop software that will tie in the front office, the back office and the web together.

Results... data is transformed into unified information so personnel can quickly resolve issues more quickly. It all works together so your people can work together. But you drive the agenda, schedule and level of functionality. We work with you to make things work together.

CRM? Our greatest contribution to you is not the products, it is the methodology. The methodology is our technology, our expertise. We know how to assess what you need, what you are able to absorb, how to insert the changes into your organization, and which tools are right for you. If your heart is made up to use a tool we don't list here, we can help you assess and employ it!

What are the benefits you can expect from implementing CRM? Hear from the experts and our own studies.

Are there risks to implementation? Yes! The costs, the frustrations and the lost opportunities! Find out how to identify, avoid and leverage.

These questions and our perspective may help you:

What To Automate?
How To Proceed?
Which Product?
What Services/Assistance Do I Need?
How Much Will This Cost?
What Other Resources Should I Consider?

IN HOUSE PREP
Defining Your Needs
Prioritization
Leadership
Expectations
The Partner/Vendor

WHERE WE ARE NOW
By Industry
By Size
By Needs
By Timeframe

ms-CRM is Microsoft's solution to leverage your investment in Outlook, perhaps Great Plains and all the other great Microsoft technologies...

Develop profitable customer relationships through lead and opportunity management, incident management, a searchable knowledgebase, and reporting tools with Microsoft Business Solutions CRM modules. Built using Microsoft .NET-connected technologies, Microsoft CRM is easy to deploy, integrate, and customize. It is accessible from Outlook or the web.

Microsoft Business Solutions CRM helps businesses build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to improve sales success and deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance. Built using Microsoft .NET–connected technologies, Microsoft CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook® and the Web, integrates with other business applications, and scales as your business grows.

Management of Accounts and of Contacts. Have access to the company and all their contacts. Maintain personalized contact info for each one. Take a look.

Activity and Task Mgt. Unlike Outlook standard, you can assoicated activities for an account or contact together. Note the way they are differentiated. Look

Calendaring. Outlook kept everything in personal folders and/or you could have a public folder. But this meant multiple calendars. This is taboo, not good. Now everyone can share one calendar. Look now

Integrated Email. Enjoy linked email to the account and/or contact to track all communications to and from the company. Direct email with Exchange via a connector.
Look here

Notes/Attachments. Enhance each account with notations and associated files.

Search Tools. Find records any number of ways. View

Basic Reporting. Unless you are a programmer, the basic reporting may prove to be enough for the first few months. But once you get going, you will want to understand more about what is happening. View typical reports

User Mgt. Since Microsoft makes both the Operating Systems and the application, they can tie in information plus msCRM has additioinal features to define access and roles. See here

Limited Customizations. As you move up in dollars and knowledge, the need for customizations goes up. To get started you may want to hold off. Look

The following product packages incorporate the previous and the core functions listed above.

• Lead Mgt.
• Lead routing
• Territory Mgt
• Correspondence/Merge
• Opportunity Mgt.
• Outlook Client

• Knowledgebase
• Service Tickets
• Case Mgt
• Activity and Case Queuing

The standard suite includes both packages above.

• Quotas
• Direct Email
• Product Catalog
• Sales Literature Mgt.
• Sales Process methodology
• Workflow Mgt.
• Great Plains Integration connector
• Quotes, Order, Invoices
• Competitor Tracking

• Product catalog
• Routing
• Workflow notification and escalation
• Email Mgt (Auto Repsonses)
• Contract Mgt

The standard suite includes both packages above.

Confused? We want to provide you with the tools to implement your strategies. Becoming trained, being well-read and knowing how your vendor/consultant thinks will help facilitate the conversations and the project. We need to get to know one another, to get on the same page, to be in touch with the "pain" you have been tolerating for so long that you've forgotten it was there. We call those "workarounds".

CRM is not really a product, it is more about how you see your business: the organization and the customer.

Since it is a mindset, with technology and business processes being shaped by that mindset, it can mean a lot of change. Not all at once. But change for sure. And don't let this site or others make it too complicated. It can be kept simple. Simple is good.

Here are some good resources/references.

Workflow is the series of steps it takes to get somethiing done
right, the first time. It is a chaining of business processes. It is the heart of how your business behaves and shapes the
outcome of a customer interaction.

This can be abstract. If you are the kind of person who just
knows what to do, does it and doesn't look back. Then you
sound like a lot of enterpreneurs. That's the good news. To
grow the buiness we need to teach someone else how to do
that and we need to fine tune it as the business grows.

See an animation for an example.

Project Management can also get complicated. But as the
number of issues you want to address and the number of workflows involved, then more activity is generated. These activities are often interconnected, so one can't start before the other or, something must be approved first. Any project or scope of work involving CRM or a Telco switch-over, gets
some kind of project schedule and tasks (punch list).

It's great for communication, coordination of people and of
schedules and to keep the expecations realistic.

Microsoft and GoldMine both of functions to help in the process of getting you set-up; But, these functions will help you with your clients and internal projects too!

In your business, you integrate all kinds of things all the time.
So do we! You tie together the sales people with the service
or distribution people. So do we!

We use our software, scripts and database tools to make the
computer better understand what you are doing so it can be more effective in helping you.

Click on the button above or here for more.

It's a challenge to get everthing working together. And if you
thought getting people to work together, and data to work
together wasn't enough, systems and offices need to be able
to work together.

One of the biggest changes going on is in telecomm.
MCI/Worldcom and Enron are just what we hear about. The
direction, like so many other things, is toward consolidation.
As you deploy systems, you want them to operate across a
geography or environments.

We can help you get your billing reduces, simplified and unified. By improving how fast and how well data moves between offices and within your phone systems, you compress your workflow. And that is one of our key objectives.

GoldMine is the swiss army knife for addressing a broad range of issues. It has been around for over ten years, has won a ton of awards and keeps getting better. It can sometimes get dinged for having too much functionality!

Compare BCM and CE editions.

Here is a general feature set for GoldMine. Between the
videos you can download and a personal demo you can
request from us, you will be amazed at the ways the
organization can be more productive:

• Company-Centric Records
• Multiple Contacts, Addresses, Emails/ Record
• Auto link all kinds of data to the company... e.g. see this illustration
• Getting all the information about a client into ONE database!
• Have everyone's schedule in one place that can be shared (while protecting personal/secure data)
• Define and enforce the metrics to measure progress
• Provide each team/group with their own view of the data
• Automate processes
• Integrated desktop for contacts, calendar, history, document mgt., email, opportunity and project mgt. and the relationships between contacts
• Sync between offices, remotes, notebooks, and handhelds
• Review corporate-wide data by rep and by period in one place without copying folders and files
• Link Outlook data like e-mail to GoldMine's integrated e-mail center
• Tie-in contact data in your Front-Office CRM database with your back-office financial database!
• You can also migrate your GoldMine data onto SQL with ease!

• Macro Recorder
• Workflow Automation tool
• Customer Toolbars per User
• Import and Export Tools (to Word, Excel)
• Literature Center
• MyGoldMine and
• GM+view (web services link)

• Reduce costs
• Improve customer service
• Simplify operations
• Increase capacity
  

Business Contact Manager is the product that put GoldMine
on the map. It handles pretty large databases and has most
the functionality of CE.
View a demo.
Expect $100-200/seat for product and 1-3X that for services.
Integrate with Outlook.

Corporate Edition runs on SQL and has very much the same
features of BCM. It feaures better Outlook integration.
Download eval.

iGoldMine™ allows anywhere access to the full functionality of GoldMine Corporate Edition from any Web connection or local area network.

GoldMine® Plus Accounting allows integration between GoldMine and QuickBooks Pro accounting data to provide a single, unified record for all customer transactions. FrontRange built their own integration module to work with accounting applications (back office). In addition to it, 3rd
parties have provided an abundant supply of their own solutions to work with GoldMine.
View a demo.

GoldMine Industry Templates help you optimize GoldMine
for use in a variety of industry settings, including Real Estate, Mortgage Lending, Insurance, Legal Services & Financial Services.

Call now
for identifying & resolving issues,
for ordering product or for your training.

Ask about our monthly workshops for a nominal fee to introduce you to the concepts of CRM, project management and process improvement. We also provide a CD to each attendee with resources and visual walk-throughs. Seating is limited!

Breakdown the Barriers!
Tired of just Outlook, or ACT or some home grown MS-Access database for tracking your leads, managing follow up and for organzing your team?

Send your request for assistance with converting your data, tie in to your accounting database or for just getting you started and organized. We do individual custom training tailored to your needs.