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Business Problems Solved

What our customers are saying..

  • For us, CRM Systems walks on water.

    - CWR Environmental

  • We were and continue to be impressed with CRM Systems Group’s ability to take a unique and complex business model and develop an efficient set of integrated, cost-effective solutions that addressed all of our needs. In addition, the level of support post-development has been outstanding.

    - HAMS Marketing Services

  • CRM Systems has provided us a highly-flexible tool for both office staff and travelling sales reps to have the latest information available any time. This is critical in our industry as relationships are in a constant state of change; having the latest information can provide a significant competitive advantage.

    - Anonymous Client

  • We have a twelve year relationship with CRM Systems, and I don’t think I could run my business without the custom capabilities CRM Systems has created for us.
    Q: What would you say to anyone considering engaging CRM Systems Group?
    A: I would recommend it!

    - A Long-Term Client

  • The integration of Sage 300 and Sage CRM gives our remote users the ability to review the latest financial/credit summaries for our clients, significantly reducing our credit risk and giving them the ability to make smart, informed decisions on behalf of hams.

    - A CRM/ERP Integrated Client

  • We have experienced:
    • Increase sales productivity and real-time information
    • Improved communication and knowledge sharing with complete view of business Key Performance Indicators
    • Improve marketing campaigns with in-depth knowledge of customer purchasing habits
    • Increase efficiencies across all teams by integrating sales, marketing, customer service, finance, and operations information
    • Improve customer service by ensuring complete case resolution with built-in work flow
    • Reduce costs by eliminating duplication and ensuring data consistency

    - A Satisfied Customer!

  • Existing customer sales have increased because of the ability to track customer follow-up with Sage CRM

    - Happy Sales Manager

  • We experienced a dramatic improvement in communication, knowledge sharing and business analytics.

    - Anonymous CFO

  • The high customizability of Sage CRM and integration to our 3rd party ERP creates more powerful and automatic reporting.

    - Manufacturer

  • We experienced payback on our investment within the first year.

    - Anonymous CFO

  • Its really nice that with salesman turnover we did not skip a beat and could go to one place to get all the information for the new salesman to engage.

    - Human Resources Loves us!

  • We can now monitor sales activity to identify where we are winning and why and where we are losing.

    - A CRM Systems Enthusiast

  • Our remote salespeople have the latest information available to them while they are on-site with a customer. This allows them to provide an unprecedented level of service and gives the producer an opportunity to take advantage of changing markets in real time.

    - Executive

  • Sage CRM and Sage 300 has allowed us to increase efficiencies across our entire organization. From producer and processor contracts to risk management, settlements, bookings, online reporting and data retrieval the availability and accuracy of information is greatly enhanced.

    - HAMS Marketing Services

  • Our use of cases in Sage CRM has given us an enforceable workflow process that ensures that claims are authorized properly and dealt with in a timely, accurate manner.

    - Customer Service Enthusiast

  • The applications built for us by CRM Systems Group eliminated a multitude of redundancies and opportunities for human error. The amount of time we spend addressing errors after the fact has been reduced to virtually zero. This has improved the service to our clients as well as our costs.

    - Our Biggest Fans?

  • We are a producer owned co-operative. As such our owners are also our customers. They have been extremely happy with the improved products and services we have developed with the help of CRM Systems Group.

    - HAMS Marketing Services

Business Problems, SolvedYears ago, CRM Systems Group adopted the mantra of "Business Problems, Solved!" to try to express in as few words as possible what it is that we do. That was a tall order, but the mantra is pretty accurate. Business problems can come in many forms, some of which are quite apparent, others which only pop up when unforeseen events occur.

 Ask your self if you have encountered any of the following problems:

  • Difficulty finding new staff?
  • Is your business technology one solid system, or a patchwork of various packages which don't share information or allow easy analysis?
  • Are staff happy using your present system?
  • Do you know your customers well.  If you do a secret shopper test on your organization, do you find interactions to be pleasant, or do you feel like a number?
  • Can you get a report on what you want on the fly, or is it on a schedule?
  • Have you ever lost a salesperson who left with all of your contacts under their arm?
  • Do you know your customers?
  • Customer feels like a number
  • Accounting, marketing sales and customer service don't work together, technologically or on a day to day business: cooperation not in place, information not shared.
  • Need more phone based staff, but can't afford it
  • Know there are many things a customer would be happy to do on their own on the internet, but don't know where to start
  • Sales doesn't know how much inventory is in stock
  • Customer service don't have all the information they require to provide the best customer service
  • Sales staff don't follow a methodology for selling, and leads and prospects are being denied
  • You have logistics information, and don't know how to tap into it from other areas
  • Lots of customer information, but can't analyze it easily or on the fly
  • Need to enhance sales, but can't find another decent salesperson for your team
  • I have information, but can't analyze it properly to see buying patterns and cycles accurately to capitalize on
  • I have people running around and think they are working hard, not working smart due to the business process
  • I have consultants billing, and can't match their efforts to the proper project easily or reliably
  • I have a paper process in place that costs a great deal in time, money and missed opportunity
  • I want a full customer record on the screen detailed with information needed by the person in that position

If you answered YES to any of the above: we can help.  As listed in the prior paragraph, business problems can run the gambit, from minor irritations to huge issues which can cost large sums to address.  We understand that a business is not a collection of random people, desks, a water cooler and cute plants randomly moving towards a general goal.

Your company is a collection of people motivated by their own self interest to serve the company's interest. CRM Systems can help move everyone towards serving the business, and your customers in the best manner possible to increase efficiency - and in organizations where it matters: profitability.

 CRM Systems Group has enjoyed tremendous success implementing CRM & ERP solutions into companies like yours due to many factors:

  1. We believe a CRM /ERP system is not simply a software installation, A CRM/ERP implementation is a new process for your company achieved through careful analysis of the company by it’s functional parts and processes prior to any action being taken
  2. We can custom modify CRM & ERP software to configure the software to the solution, not have to change the new business process to fit the software.
  3. Our experience in business and the theory behind successful CRM & ERP implementations allows your company to draw upon our expertise to help re-define your present processes and ensure more effective business flows resulting in greater customer service, and most importantly a high return on investment.
  4. Each project is mapped out in precise detail after careful analysis and review prior to the project commencing. You know exactly what services and software you shall receive from us, and the goals behind the project
  5. Holistic CRM & ERP is a better way of doing business. System implementations, despite their promise, can and do fail. We believe that staff involvement from the initial meeting is paramount to ensure each member your team feels they have contributed to the overall change the implementation of a CRM or ERP system will entail. The big bang theory of bringing in a new “way of doing things” without staff involvement does not work. A CEO will not deeply know the failings of a legacy system and shortcomings of a particular process as well as a CSR dealing with a jury-rigged system on a daily basis. Part of CRM/ERP is to investigate the way of doings from the bottom up and top down. You do not want to automate bad business processes, but automate and enhance the best business processes.

CRM Systems Group takes an organic approach to implementing CRM & ERP.  We don't view it as a install and forget operation.  We take an organic approach with each implementation to talk to key players in the organization and weave everyone's needs into a solution to blanket your business in the perfect solution

Bill Gates said: "The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency."

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

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