Don’t just take our word for it – read the testimonials from our clients about the CRM Consultants at CRM Total Solutions!

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Average rating:  
 9 reviews
by Mark Levy on CRM Total Solutions
Knowledge, Speed, Accuracy, thought process and spirit

Carol,Thank you so much. You are really amazing. Your knowledge, speed, accuracy, thought process and spirit are top notch. I cannot say enough about you or be more appreciative.Sincerely,Mark

Thanks so much for the kinds words - that is what I try to do for all of my clients everytime we get together.

by Eric Huck, BAR Financial on CRM Total Solutions
Effective, Reliable and Efficient System

I have been working with Carol and her team at CRM Total Solutions since February of 2009.  My company has a national presence with offices across the country.  Carol has created an effective system for all of our offices to communicate that has proven to be reliable and efficient.  Carol has a deep understanding of our CRM software needs and can usually resolve issues with a simple email reply.  We have found Carol to be very responsive to our needs and she is consistently reliable when resolving any problems.  She has helped us create custom reporting that allow the partners to track weekly communication and service activities of our managers.  Best of all Carol has a refreshingly pleasant, can-do attitude.  I appreciate her involvement and consider her to be an invaluable asset to our team.

by Steve Kanty, President of Isberg & Associates, Inc. on CRM Total Solutions
CRM Has Been our Go To for Decades

To any Business Owner looking for a Partner in the Database Management part of their business, CRM Total Solutions is your One Stop--Only Stop needed. Carol Gilliland and Her Team regularly work their magic from Emergency situations to Routine Maintenance.They have found the best balance between immediate “On line support and Trouble Shooting”, Periodic Maintenance”, “Customizing Options” and “Verification and Timing of Upgrades”.CRM has been our “Go to” Team for more than a decade.Happy to offer my recommendation.

by John Brereton, RP Visual Solutions on CRM Total Solutions
Carol is Extremely Flexible and Supportive

I came to know CRM Total Solutions when I was researching a management platform for our sales force to utilize to gain control of our database and project related quotations. It all started when I attended one of Carol’s tremendous presentations in the bay area where she had current and pending clients together to discussed implementation and options for using a customized version of ACT. Her presentation was extremely insightful and her in-depth knowledge of the subject matter was amazing.We subsequently hired Carol to manage our ACT implementation along with authoring several custom quotation management applications. Since that time Carol has grown to be one of our most trusted advisors. Some of the new concepts that she had introduced us to have elevated our quote & project tracking beyond compare. Carol is extremely flexible and supportive of our not so convenient needs and problems. Additionally, she manages licensing for the entire company and identifies and presents new tools for our use on regular occasions.We are very pleased with the service and support provided by Carol and CRM Solutions and would gladly recommend them to others.

by Nick Farrah, Materion Electrofusion on CRM Total Solutions
Carol is a Joy to Work With

Carol is a joy and a pleasure to work with.  First, she's highly competent; she knows the products, the add-ons, and how to implement.  Nearly as important, she's highly responsive; phone calls and e-mails are often returned in minutes.  She assembled a system with the add-ons and customization we needed without gold-plating it.  She was tireless in overcoming the frustrations and complexities of working with our corporate IT department and infrastructure.  Finally, she doesn't pester you to buy additional stuff; she does present what she thinks you might find useful and why, but there's no hard sell.  One of the very best consultants I've worked with across any discipline. 

by Karie Spowart on CRM Total Solutions
Kind, Knowledgable and Efficient

I love having Carol as our ACT consultant. When I need customized reports or upgrades she always gets it done fast and easy. She is such a pleasant person to be around. I wish everyone was like her. Helpful, kind, knowledgeable, and efficient – that’s Carol!

by Whitney Opperman - Opperman & Sons on CRM Total Solutions
Carol – of course!

Carol has been a lifesaver to our business! She has gone above and beyond training our team to use ACT and ensure that we are using ACT to maximize sales. She is always quick to respond to any question or request we have. She has a “can-do” attitude and she’s helped us make ACT works for our business. Thanks for everything you do Carol!    

by Tom Matson - ACCESS & MOBILITY FINANCIAL on CRM Total Solutions
Very Supportive

You have been the support. You have helped my little company weather a terrible economy, you have guided us to a technology that has improved our operations, customer service and efficiency. You have given us a competitive advantage and made us more professional. I am the one that should thank you. So I will. Thank you for the years of advice and guidance and encouragement.

by Barbara Galgiani - CAPAX on CRM Total Solutions
Exceptional Service

I am a single license user that previously used ACT as a rolodex for about 15 years. I wanted to update my game and become more efficient. I connected with Carol Gilliland of CRM Total Solutions and she is fantastic. We connected by phone and she was very thorough in assessing my expectations prior to our moving forward. We connect remotely and I have had no issues and could not be any happier with her service. She not only understands the features that ACT offers but she also understands how the user can use them to advance their business. She was able to help me determine with add ons would be best for what I was attempting to accomplish. Her number is 415-639-9500. I did have a little bit of sticker shock as I have never worked with a consultant like this before. I immediately discovered that the investment was well worth it.