Introduction to CRM Consultation

When you implement the right technologies, your business runs more smoothly and customers are bound to notice.

Whether your business objective is to align your workforce to increase efficiency and productivity, eliminate bottlenecks, or improve the bottom line, AllianceTek’s dedicated team of CRM consultants will ensure that you stay ahead of the competition and keep your customers returning.

Benefits of a CRM Consultation

A CRM consultation with AllianceTek will show you how the right use of technology can scale businesses and help achieve greater and larger milestones. Our CRM consultants will enable you to focus on your business while they apply their expertise to select the technologies to meet your needs.

With a CRM consultation, you’ll understand how technology can uniquely advance your business and have a comprehensive roadmap to future possibilities. There’s no risk whatsoever and no obligation to move forward. We know new technology can be overwhelming, so we’re passionate about sharing our knowledge and reduce your stress as much as possible.

AllianceTek’s CRM Expertise

In today’s business world, CRM is essential. A CRM system offers key customer information with features such as:

  • Lead management and retrieval
  • Sales and marketing management
  • Email marketing
  • Data collection and history tracking
  • Market analysis and trends tracking
  • Reporting
  • Intuitive navigation dashboard

AllianceTek’s CRM consultants have the experience and knowledge to help you choose the CRM solutions that’s right for you. Some of the CRM packages AllianceTek provides include:

  • Sugar CRM
    Sugar CRM: Open source and no licensing fees. Recommended as a low-cost solution.
  • Custom CRM
    Custom CRM: Recommended for small and medium enterprises.
  • Microsoft Dynamics CRM
    Microsoft Dynamics: Recommended for larger enterprises.
  • Salesforce
    Salesforce: Recommended for cloud-based, scalable solutions for reducing infrastructure overheads.
  • Sales and Donation Tracking through Salesforce
  • Constant Contact Integration with Salesforce
  • Salesforce Marketing and Sales Automation
Call Us

Call AllianceTek and get your no-obligation CRM consultation today. Our CRM consultants will take the first steps in guiding you towards implementing the right technology to address the solution you need.

AllianceTek was great -- I'm not a software developer, so a lot of times they had to translate our desired functionality into SF-speak, but they did it quite well. The support was extraordinary, and they took pains to make sure that our product worked well. Very thankful to them and our client representative.

- Will Brown (Multimedia Director)
JBI Studios
Canoga Park, CA

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