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


Can One CRM System Work for Multiple Sales Departments?
Can One CRM System Work for Multiple Sales Departments?
Separate Sales Teams Sharing Screens = Low CRM User Adoption

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.

Change Management - Why do we need it?
Change Management - Why do we need it?
Small and Midsize Business and Change Management - Part 1 in a multi-part series.

Customization of CRM for your Sales Team
Customization of CRM for your Sales Team
Many customer relationship management solutions in the market use the same workflow for each company and don’t have unique and flexible workflow capabilities. Modern Customer Relations Management solutions such as Sage CRM use customization and personalization features to allow sales marketing teams to put the most useful features front and center.

Why Highly Customizable CRM Programs Are in Demand
Why Highly Customizable CRM Programs Are in Demand
Customization of CRM is important to business's success, as they allow companies to gather leads, convert prospects into clients and increase customer loyalty and help your sales team up sell products and services to existing customers.

ERP Improves Efficiency in the Manufacturing Process
ERP Improves Efficiency in the Manufacturing Process
Enterprise Resource Planning software is the best option for getting manufacturing companies function optimally. By integrating all applications through the organization, ERP is able to bring widespread advantages across the entire manufacturing process.

Sage CRM VIDEO: Business Workflow Engine
Sage CRM has unique workflow capabilities not found in other CRM application. Specifically, the flowchart-based business process workflow engine allows you to define your specific business processes, rules and conditions and walk users through those steps and stages without them necessarily knowing what to do, and when. This is complimented by the escalation system which allows you to define conditional actions, "if - then - do" rules that execute automatically. The advanced workflow capabilities found in Sage CRM are normally found only in high end add-on solutions for other CRM applications. This video gives you a short introduction to those capabilities

How to Drive ROI from ERP Implementation
How to Drive ROI from ERP Implementation
In order to see return on investment in 2 to 5 years of purchasing the software, companies should focus on good user preparation, strong organizational leadership, and adequate understanding of your company's needs can all result in financial returns.

CRM – 9 Real Critical Value Factors
CRM – 9 Real Critical Value Factors
Organizations that diligently implement an integrated ERP/CRM solution which includes a true workflow capability have generated 100% payback on investment in under a year.

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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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