What types of business services do you provide?
- Sales CRM Assessments
- Evernote Business Certified Consultant (EBCC) – Sales Productivity
- Customer Service Assessments
- Marketing Automation Assessments
- Technology Advisor
- High Tech Coaching
How do we work with you?
- We are usually retained as part-time help to 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 strategy, planning, project management, technology, industry knowledge, coaching, training, outsourcing and leadership resources to the organization
What makes your services different from your competition?
- We help you understand complex technology and can explain it in layman’s terms.
- We live and breathe the latest technology every day and bring that understanding and knowledge to our customers
- We think strategically but act tactically when working with our customers
- 20 years of implementing and managing 12 different CRM Systems
- We have experienced Executives who work on your projects
- Cloud and Mobile solution focused
- We play Win-Win
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