Here are a few of the Services we provide:


Sales CRM Assessments

Build a world-class sales team by taking your CRM Technology to the next level. Our CRM Assessments provide you with a way to do that.

Many Sales Teams are not using CRM Systems to their full potential. We can help.

Our Assessment includes four areas of your organization: People, Process, Customers and Technology. Our CRM Services provide an initial review of existing operations, metrics, reporting, business processes and meeting with the Sales and Executive Teams. Next, we identify potential productivity tips, add-on technology and prioritize them based on the Sales Teams’ needs. Following an Assessment, you’ll receive a list of tangible improvements that we can help you implement quickly to significantly improve your sales productivity in less than 12 months.

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Evernote Productivity Consulting

Evernote is one of the Top 10 Apps that we use every day for note-taking and keeping track of everything – it’s a fast and easy way to collect information from anywhere and save it into one place. All your notes can be syncronized across all your devices – computer, tablet and smartphone.

It’s easy to search and find your text notes, web clips, files and images. You can also snap a photo, record audio – and save entire web pages using Evernote’s web clipper. Share your notes with friends or work together on projects with your team. Evernote makes it easy to be better organized and more productive.

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Customer Success Surveys

Customers like to be heard and they are more forthcoming talking to an independent company. We conduct phone and email surveys with new customers, lost customers and past customers to get invaluable feedback on how you can improve your sales process. If you’re not doing this now, you’re missing a big opportunity to increase sales!

Contact Us for more info on Customer Success Surveys


Technology Advisor and Coaching

As your Technology Advisors, we’re on-call to discuss strategy, technology, projects and industry trends that may affect your business and sales growth.

We also offer Private Coaching on the latest cloud, mobile and wearable technology that can help grow your business and make your team more productive.

Contact Us for more info on Technology Advisor and Coaching