What types of business services do you provide?
- Sales 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
- Technology Advisor – On-call to discuss strategy, technology and industry trends that may affect your business and sales growth
- High Tech Coaching – Private coaching on the latest cloud, mobile and wearable technology that can help grow your business and make your team more productive
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
- 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 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 all vendors in the high-tech industry have 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?
- Financial Services
- Property Management / Real Estate
- Green / Alternative Energy
- Government – USA and Foreign
- Healthcare / Biotechnology
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 retainer plus stock incentives or bonuses
- We also provide High Tech Advisory and Coaching on a daily rate