Services

C​RM Services​
  1. CRM Advisor
    Evaluation of the systems your firm currently has in place and suggest the best fit Client Relationship Management (CRM) system. This can also include best practices and advise how to use the CRM to meet the firm's prioritized needs.
  2. CRM Evaluation
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  3. CRM Implementation
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  4. CRM Overall Firm Administrator (OFA)
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  5. CRM On-Call Support
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  6. CRM Data Clean-Up
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  7. CRM Training
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  8. CRM API Services
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  9. CRM Proposal Automation
    Description
Other Services
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