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Consulting Services

Apply our proven methodology & CRM expertise

Our range of services ensures you have a successful CRM deployment and continue to derive increasing value from it over time. We can help you determine the best strategies for using CRM software and put them into action. We’ll ensure your team knows how to use the software to its full potential. We can also provide ongoing application maintenance and service optimizations to ensure the system meets current and future needs as your business grows and evolves.

Implementation Services

Meet your business objectives and accelerate return on investment with complete pre-packaged and custom implementation services designed to help you realize the full potential of your CRM solution. We also offer the FastPath Implementation Service—CRM in 30 days or less—for rapid upfront returns with the flexibility to extend and enhance your solution at your own pace.

Technical Account Management

Gain anytime access to a CRM expert who ensures you get the most from your investment. Our senior technical resources provide ongoing guidance and recommendations to ensure Pivotal CRM applications and their technology infrastructure are working to their full potential.

Performance Health Check Services

Meet the performance, stability, and reliability standards your users demand. We can provide complete diagnostic analysis and optimization services to enhance or stabilize your system.

Hosting Services

Reap the benefits of CRM without delay. CRM Hosting Services provide a cost-effective alternative that gets you up and running fast, scales to your organization's needs, and transfers day-to-day management of your CRM to our hosting team.

Remote Managed Services

Outsource application and database administration (DBA) tasks to a dedicated team of specialists who performs like an onsite IT staff–with the ability to work remotely. The RMS team takes care of your ongoing administration functions, such as application installs, configuration, and upgrades.

Upgrade Services

Keep up with CRM platform enhancements and applications to ensure you're capitalizing on our latest innovations. We bring you the people, best practices, and technology to protect and optimize your CRM investment and smooth upgrade transitions.