CRM Experts
We got this
With over 15 years experience, CRM Assist can guide you on your CRM journey. Our core belief is that CRM should be a tool not a task. We focus on features that will save your sales people time and effort.
Our Approach
Crawl, walk, run...
At CRM Assist, our approach to CRM implementation is to ensure a successful adoption by your sales organization.
We will take a crawl, walk, run approach, starting with clearly defined goals tied to a multi-phase strategy. This will allow for a quick win while also setting the stage for long-term success.
Data
Data migration, cleansing & enrichment
Do you have bad data in your CRM?
"Bad data" typically refers to data that is inaccurate, incomplete, outdated, or inconsistent. This could include duplicate records, misspelled names, incorrect formatting, or data that is no longer relevant.
We can help with data cleansing and enrichment to improve data quality and reliability.
Training
Ready, set, go...
The CRM Assist training program is designed to equip your team with the necessary skills to maximize the potential of your CRM system.
Our training approach focuses on activity-based learning, ensuring that your users are fully engaged and able to apply their knowledge effectively.
