"CRM training? We can do this all day"

Think of us as your CRM's best friend – always there, ready to make things better, faster, and a whole lot easier. Our products and services are designed to tackle those CRM implementation headaches with a touch of professional flair and a dash of humour.

Rolling out a CRM requires more than just installing software—it needs a clear, structured approach to ensure employees use it effectively. We help businesses with: 

•  Stakeholder Engagement & Buy-in – Helping leadership and employees understand CRM benefits. 

•  Process Documentation & SOP Development – Creating guides, manuals, and best practice documentation. 

• User Adoption & Training: Getting everyone on board with a new system can feel like a never ending story. That's why we offer training, workshops, and ongoing support to turn your team into CRM superstars.

•  Regular System Audits – Checking for data inconsistencies, duplicate records, and process inefficiencies. 

•  Adoption Metrics & Reporting – Helping with measuring CRM engagement and recommending improvements. 

• Performance Monitoring – Spotting bottlenecks and making sure everything runs smoothly, like a well-oiled machine.

• Data Management & Cleansing – Helping to perform regular audits, deduplication, and enrichment to keep your CRM squeaky clean.

• Continuous Optimization Plans – Advising on a roadmap for future enhancements.

• Customer Engagement & Retention – We turn your CRM into a secret weapon for winning hearts and minds.

We understand that every business is unique, which is why we've created the guides, workbooks to cater to different levels of CRM support. However, we are always flexible and happy to adjust the number of hours or services based on your specific needs. 

Our goal is to provide you with the most effective CRM adoption and maintenance solution by providing you as many materials as possible. Please check them in our store.