CRM Services
Build better engagement with your valued customers while driving more new business.
When you need to choose, implement, update, and manage CRM solutions, we’re here to help. When you engage with us, we learn about your business, your goals, and challenges, and help you move forward in the way you envision. Over the years, we have helped hundreds of companies benefit from the best of modern business management technology.
SERVICES TO BOOST THE VALUE OF YOUR SOLUTIONS
When it comes to major upgrades and migrations, truly enabling training, and lifetime support for your software investment, there are many choices and decisions to be made. We recommend handling these areas proactively, or the return on your tech investment will continue to deteriorate over time. To help your business generate more value from Salesforce, and Microsoft Dynamics solutions, Sikich delivers a range of upgrades, training, and support services.
Quick Path
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“We engaged Sikich to convert from Tech Canary to Veruna, while delivering a wide range of customizations to provide process efficiencies, goal and performance tracking, accounting automation, and analytics. Real time integration between Salesforce and our third-party rating system allows quotes to be generated in real time within Salesforce. We have achieved an increase of 10% (and growing) in underwriting efficiency per underwriter. Automation has enabled greater efficiency to manage policies and the renewal process. This improvement has provided a 30% increase in renewal efficiency per underwriter.”
Anthony Howley, COO at Evolve MGA
Why CRM?
“What’s going on with your customers?” “Are they happy?” “Please update the spreadsheet by Friday.” “When will that deal close?” “How many opportunities are in the pipeline?” These are all common questions for sales. CRM won’t eliminate these from being asked but makes the information available across your organization increasing overall sales visibility. Modern CRM delivers:
360 VIEW OF YOUR CUSTOMERS
INCREASE VISIBILITY INTO THE SALES PIPELINE
SALES PROCESS AUTOMATION
CRM and client experience go hand in hand. When you have the right tools with instant access to client data, the level of service you can provide is elevated. Stronger client service translates to stronger pipeline and business growth.
Salesforce CRM
The process of turning prospects to clients can be long, and even more costly when you don’t keep the clients you spent so much time and money to get.
Salesforce enables marketing and sales to perform at their maximum potential, while also helping you provide best in class client service to keep your clients happy.
Don’t limit your success. It’s time to elevate.
Microsoft Dynamics 365 CRM
Organizations want to focus on managing and growing their business without distractions from complex technology deployments. Microsoft CRM solutions are designed for real people in businesses who need to get work done, not expert users who have the time for experimental technology. Dynamics 365 CRM suite is a multi-module cloud solution that provides sales, customer service, field service, and marketing functionality in a consistent, intuitive, highly usable manner. You can deploy these capabilities in a sequence that reflects your priorities, adding apps anytime.
Viswanath Ponraj, Director of IT for AMF Bakery Systems
WHY LEADING COMPANIES TRUST SIKICH
WE SHOW YOU A BETTER WAY TO REACH YOUR GOALS AND TAKE RESPONSIBILITY FOR DELIVERING IT
Our clients are in the best position to speak to our ability to deliver predictable results. They confirm that we meet or exceed their expectations in 94 percent or more of our engagements. We are immensely proud of this accomplishment and make our clients’ experience our top priority every day we come to work.
Years serving clients
CLIENT SATISFACTION
Get a headstart for CRM
At Sikich, we’ve simplified CRM for you with HEADSTART. It’s a low-risk, quick start package that allows you to get CRM up and running quickly. In fact, HEADSTART typically shaves 1/3 of the time off a typical CRM implementation.
With a 100% remote delivery, Sikich will pre-configure a set of demonstrated baseline configurations from our proven practices’ templates. With HEADSTART, we take all the guesswork out of CRM projects.
Remote Delivery
The HEADSTART program can be remotely delivered to save even more time.
33% Reduction in Project Duration
See drastic results in your projects, by completing them more efficiently.
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If you manage client relationships well during this unique time, you will keep your business healthy and profitable.
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Ready To Get Started?
Let Sikich help you get the most out of your CRM and more ROI from your customer engagement efforts
