We help organizations transform frustration into delight through tailored systems that work, specifically, for you & your team. As a Microsoft Partner, we primarily help your team with:
Sales process, backend organization & reporting, and system automation are the points we most often directly address. Your business systems and processes should always add to the effectiveness of your team, never subtract. Our key initiative is to truly empower you and your business by unleashing the power held within the Microsoft 365 and Dynamics 365 Sales platforms. Our services include consultation, strategic planning, development, implementation, and training.
We often start by working with you to understand your goals and then get set on finding the best Microsoft tools that are best suited to achieve them. This approach helps you streamline operations, boost productivity, and unlock new growth opportunities. With Microsoft’s suite, the possibilities are endless, and we’re here to help you make the most of them!
These struggles sound familiar?
DEALING WITH UNCERTAINTY
Dealing with the uncertainty in your sales process. Even reading that evokes a knot to form in the pit of your stomach. It’s too often a challenge pinpointing what’s working and what’s not with regards to your team’s activity, sales leads, opportunities, prospecting, or current deals — mostly because, God love ’em, salespeople often operate in the way that best suits their individual needs. Which is great and all, woo hoo winning, but this can prove challenging to meaningfully scale, let alone unify an organization.
MANUAL PROCESSES
Manually-maintained reports, logs, trend tracking, outreach — all are being handled by one person or another. Very vulnerable to mistakes, this immense amount of time is dedicated to keeping the operation running smoothly, tying up your skilled workers from value-add activities and you from seeing the full picture on-demand.
A BETTER WAY
“There’s got to be a better way” is a mantra that too often gets uttered but there’s no obvious tool or specific staff currently at your disposal to make that vision a reality. You know that whatever your team is doing or what you’re trying to accomplish feels inefficient or isn’t quite what you need. Somehow, you know there’s a better way, and it sure feels like it’s getting in the way of your business growing.
To build, or not to build.
Look at ’em go.
What we build with you to solve those common struggles:
📊 Business Intelligence & Streamlined Reporting
🚀 Productivity Tools
📈 Sales CRM
🤖 System Automation & AI
🤝 Team Collaboration Apps
Exploring the Phased Approach ↗
If you’re working through a core business system implementation, planning out a new CRM, or perhaps migrating to a new CRM, we’ve found that it’s best to save your sanity by taking the time to split that initiative into five primary phases — each with a clear and concise purpose. The level of involvement may vary, depending on where you are on your business system journey, but this maximizes focus and minimizes distractions that can unnecessarily derail or delay your project. The goal is ultimately to create the exact business sytems you require and a carefully laid out plan is meant to ahieve just that.