Our Process

Below is a brief overview of the process we use to identify each and every customer’s need.

  1. Discover: In the first step, we focus on how you do business and where exactly Sage CRM can generate cost savings by driving efficiency.
  2. Integrate: We look at what systems you need to integrate with Sage CRM in order to promote seamless connectivity across departments.
  3. Optimize: We then take your existing processes and optimize them to reduce wastes and increase overall employee productivity.
  4. Deploy: The solution is deployed and monitored to identify any other areas that may need to be tweaked to improve performance.
  5. Train: Your employees are thoroughly trained using our curriculum that ensures your employees thoroughly understand the software.
  6. Support: Support provided to ensure that your employees get the answers to any question he or she might have after their training.

We take great care in our customers and their experience with us. Regardless of if your company is new to Sage CRM or if it’s a seasoned veteran, we would be honored and privileged to be able to serve you in any capacity.