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Our holistic approach to business systems makes the world of CRM, ERP and related solutions clear.


Know Your Customer, Cater your Message
Know Your Customer, Cater your Message
Focus your sales efforts on People who have responded to your communications and have visited your website. You know they are interested in your messaging. And you originally had good reason to believe they would be interested, based on their demographics.

Get More out of Your Existing CRM System
Get More out of Your Existing CRM System
Do we need a new CRM system? Possibly not. Schedule a No-Charge Introductory CRM Business Process Review. Eliminates the need for a new system, by learning how your existing system can be better configured and leveraged.

Sage CRM 7.3 SP2 Plugin Upgrade Procedure
This video covers the Sage CRM 7.3 SP2 Outlook and Browser plugin upgrade procedure.

Modern Sales Techniques, Tools and CRM
Sandler Training & CRM Systems Present this video webinar on modern sales techniques, tools and CRM.

Splendid CRM: Google Apps Synchronization Two-Minute Training
Enabling Google Apps Synchronization in Splendid CRM makes it easy to ensure that all your users have the latest contact and appointment information at their fingertips.

Splendid CRM: Mail-Merge with the Word Plug-in Two-Minute Training
Splendid CRM supports Mail-Merge using a Word Plug-in. The plug-in is an important tool as it makes it easy to add CRM fields to a document. Once the document is formatted properly, the plug-in is used to upload the document to the CRM.

Splendid CRM: Business Rules - Two-Minute Training
Splendid CRM business rules are applied at the User Interface level. With the rules engine, you can create rules that modify the entry form fields at various levels of the processing of the form.

Splendid CRM: Browser Extension for Google Chrome - Two Minute Training
Splendid CRM created the Browser Extension for Chrome as an alternative to the SplendidCRM Plug-in for Outlook. The goal was to make it easy to archive Gmail messages to the CRM using an extension to the Chrome web browser.

Sage CRM: Scheduling & Completing Communications
This video explains how to create, update and complete communications in Sage CRM 7.3+.

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Recent Posts

  • COVID-19 Notice Posted 4 months ago
    The COVID-19 virus has impacted almost everyone, and is certainly impacting CRM Systems. As a result of the emergency measures implemented to combat the virus, and in light of the health and well being of our staff, CRM Systems has made some changes to our operations.
  • Announcing OilFlo: The ultimate Sage CRM Platform for Petroleum Marketers Posted last year
    It is finally here: OilFlo - the vertical suite of solutions for the Sage ERP/CRM platform designed and purpose built for Petroleum Marketers!
  • Jim Doyle joins the CRM Systems Team! Posted last year
    We are very happy to announce that Jim Doyle, MBA, CSP has joined the CRM Systems team in the position of Strategic Partnerships Manager.
  • CRM for Petroleum Marketers Posted last year
    Sales teams selling different petroleum industry product lines such as fuels, lubricants and propane see only their own team specific fields, dropdowns and stages in the sales process.
  • Can One CRM System Work for Multiple Sales Departments? Posted last year
    Separate Sales Teams Sharing Screens = Low CRM User Adoption
Read More »

We have become experts in CRM and ERP by implementing them many times. Let us help you be successful.

About Us

CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

We are experts at what we do.

Contact us today for more information.

Contact CRM Systems

CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

       
  • Toll Free (Sales): +1 888-344-2652
  • United States (General): +1 619-956-9189
  • Canada (General): +1 204-480-9772
  • sales@crmsystems.com
  • http://www.crmsystems.com

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