What types of business services do you provide?

  • Technology Advisors - We discuss strategy, technology and industry trends that may affect your business and sales growth
  • Business Coaching - Sales, CRM and Executive Coaching. Technology Coaching that can help grow your business and make your team more productive, including the latest cloud, mobile, wearables and internet of things (IOT)
  • CRM Assessments - Build a World-Class Sales Team by Taking Your CRM Technology to the Next Level
  • Evernote Business  - Increase Sales Productivity (Evernote Business Certified Consultant - EBCC)
  • Customer Success Surveys - As an independent company, we can get invaluable feedback on how you can improve your sales process
  • Partner Programs - Build a Partner Program for your company or startup and increase your sales
  • Guest Speaker - Expert speaker at your webinars, conferences and special events

How do we work with you?

  • Monthly retainer or on a project basis
  • We are usually retained to help accomplish key productivity projects that need to be implemented in a limited amount of time
  • Our consultants typically work from 4 to 32 hours per week on client assignments
  • Our job is to get projects completed ASAP
  • We provide an independent perspective, strategy, planning, project management, technology, industry knowledge, coaching, training, outsourcing and leadership resources to the organization

Why use us?

  • We're experienced in building World-Class Sales Technology Systems
  • We live and breathe the latest technology every day and bring that understanding and knowledge to our customers
  • We can help review and evaluate the overwhelming number of CRM solutions that could improve your productivity
  • We help make complex technology easy to understand
  • 20 years of implementing and managing 12 different CRM Systems
  • We help you understand the latest technology trends
  • We think strategically but act tactically when working with our customers
  • We have experienced Executives who work on your projects
  • Cloud, Mobile and Wearable solution focused
  • We play Win-Win
  • We offer an independent perspective on technology recommendations and find the best solutions for your company

How do you work with Strategic Partners?

  • Our management team works with results-oriented vendors that provide high-quality and cost-effective solutions
  • We're happy to work with a customer's existing vendors or we can bring in one of our strategic partners to accomplish a project
  • The vendors can subcontract to our Firm or work directly for you

Do you receive any commissions from Vendors or other Partners?

  • Over the last five years, almost every vendor in the high-tech industry has some sort of small partner referral or commission fees built into their product pricing.... we participate in most programs. It represents a very small percent of our business income (less than 5%)
  • Customers do NOT pay a higher fee as a result of this pricing structure

Which Industries do you have experience?

  • High-Technology
  • Financial Services
  • Retail
  • Property Management / Real Estate
  • Green / Alternative Energy
  • Music / Entertainment
  • Government - USA and Foreign
  • Healthcare / Biotechnology
  • Startups

How do you charge for services?

  • We have an minimum retainer that we apply to one or more projects
  • We are also open to discussing a combination of a fee plus stock incentives or bonuses
  • We also provide High Tech Advisory and Coaching on a daily, weekly or monthly rate