CRM Total Solutions is ready to help you unlock your team’s potential through more effective, efficient selling. Now, more than ever, you need to make it easier for your people to focus on the best prospects and close more deals. Certainly, customer relationship management (CRM) and business intelligence software is an important part of that equation. But so is an experienced partner who can make sure that your company is up and running with the new software on time, on budget and with minimal disruption to your business. CRM Total Solutions is that partner. 


Our team of experts, with proven track records, can apply the best practices we have developed over hundreds of successful CRM implementations to your project, allowing your team to focus on what you do best – building profitable relationships with your prospects & customers.


Our solutions deliver a comprehensive, 360-degree view of prospects, customers and opportunities, enabling your people to have the information on hand to identify, nurture and build customer loyalty. Whether it is Microsoft CRM, Salesforce.com, ACT!, Sage Salelogix or Sage CRM, CRM Total Solutions can deliver an outstanding return on your investment.


We work with our clients to help deliver Total Solutions for your CRM needs. Our approach is a proven methodology that is a 4-Phased process:

Phase I – Requirements/Discovery
During this phase, we work with the key stakeholders to identify the specific requirements for the CRM system. From the macro to the micro, we capture and document everything that is needed for a succesful implementation. We also help identify the value of the implementation – we like to say that “we sell profit at a discount”. By this, we mean that the incremental revenue or expense reduction needs to be greater than the cost of our services.

Phase II – Implementation
Once the specific requirements have been identified, we create a very detailed implementation plan. This plan is designed to be efficient, minimize disruption to the organization and delivered in a timely manner. Typical implementation items include database customization, software installation and configuration and specific user preferences setup.

Phase III – Training
Our background is in sales and sales management so we know and understand the pressures and expectations – our training is real-world and effective.
All successful implementations include training. Training is critical as it ensures everyone knows how to use the software. But, even more importantly, training helps everyone to be on the same page regarding expectations. This means that everyone is hearing at the same time the information that needs to be entered and in what format. This is necessary for management to extract the data for reporting – if people are using the software differently, the reporting analysis is useless. It is only when everyone is consistently using it that the analysis has meaning.
Training is also important to ensure your team is more confident and becomes productive faster, which helps ensure the fastest ROI for the CRM implementation.

Phase IV – Support
We like to say that databases are “organic”. By this, we mean that they are constantly changing as your needs change and as you deepen your usage of the software. CRM Total Solution is there to help. We provide on-going support for our clients for troubleshooting as well as continued enhancements to the database. We leverage state of the art remote access tools so we can jump on your computer with a moment’s notice and assist to resolve issues.
It’s also important to note that we do work with many clients on just one or more of the above phases. Not all projects require the full 4-Phased approach. We work for you and are incredibly flexible in assisting where you need help.