CRM Solutions

For nearly 20 years Net@Work has been helping companies reach their business goals through the effective use of Customer Relationship Management (CRM) technology. We partner with you to grow your business by concentrating on the best use of tools to get the job done.

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Salesforce

Our CRM Solutions Portfolio

Click on a solution below for more information. Contact us about your CRM needs and we'll help find the right fit for you.


 

CRM@Work

Strategic Advisory Services

We'll help wade through all the options, adapt technology to different size organizations and industries, and translate that into success. Here are some of the CRM programs we provide:

crm concierge

CRM Strategy and Platform Selection

The CRM landscape has changed – a lot. Finding the right platform for your organization requires an expert who will first understand what matters to your business and then help identify the platform that will help you succeed in those areas. Net@Work’s expert team can help you find the right solution based on your specific needs via our CRM Strategy and Platform Selection process.

crm forensics

CRM Health Check and Audit

Many companies have found their existing CRM deployments have become stagnant and are no longer current with how the company does business today. Net@Work’s CRM Health Check and Audit is designed to redefine what CRM needs to evolve and help you define the right roadmap of changes to continue growing the value you receive from your existing solution.

crm launch

CRM Managed Services

For those who have CRM in place, but need a team of experts on call to handle the ongoing administration, maintenance and ad hoc requests that come in from your users, Net@Work offers a managed services support program that allows you to continue to grow and evolve your CRM solution without having to invest in a highly trained in house CRM expert. Tell us what you need, and we’ll be your CRM help desk.

CRM quick start

CRM Quick Start

For small businesses just beginning to use CRM for the first time, our CRM Quick Start program is designed to rapidly configure, tailor and deploy the core elements of CRM for your small team. Designed to be available in 6 weeks or less, start to finish, the Quick Start Program is the right solution for small businesses or teams who need some assistance and support but aren’t looking for an Enterprise deployment.

crm custom apps

CRM Project Discovery

The process of implementing a CRM is a learning experience. Being able to anticipate every potential need or usage of a new CRM platform takes a lot of experience, or worse, trial and error. To help create certainty, clarity and focused prioritized CRM programs, Net@Work conducts CRM Project Discovery as stand alone engagements. We will do full business process assessments to define your complete project requirements before a line of code is written. This allows you the time and increased understanding that you are designing your CRM solution to be as effective on day 1.

crm rescue

CRM Rescue

When you get the prognosis from a CRM Health Check and Audit the problem may be people, process or technology. With experienced consultants, analysts and developers we take many challenged customers and get them off and running without switching platforms.

CRM & ERP Integrations

Fast, simple and extremely flexible solutions to your ERP and CRM integration needs.

Sage CRM Integration
Microsoft Dynamics CRM Integration
NetSuite CRM Integration
Quickbooks CRM Integration
Learn More About Our Integrations
 

CRM Solutions for Accounting Firms

Attract, Market, Cross-Sell Your Clients

Our focus for many years has been enabling smaller firms to grow and larger firms to get truly connected and maximize their client base.

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Recent CRM Resources

White Papers & Guides

Accounting & CRM: Together, Your Business is Stronger Throughout this eBook you will see how other businesses like yours have grown by having one consolidated view of their data. This complimentary eBook showcases five success stories that show the key…

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How and Why CRM Integration with Marketing Automation is Necessary for Success The single most important criteria for sales and marketing success is the alignment of the two teams. To facilitate the alignment, it is essential for marketing automation platforms…

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There is a new reality in the world of business today which involves both how people acquire information and how they transact.

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Recorded Webinars & Demos

Microsoft Dynamics has recently released another major product update, delivering further value for users across the board. We’re seeing a major move to this platform and are excited to share some of the latest features, updates and benefits that help sales team and organizations increase sales efficiencies and results. Join us for this live webinar to learn about some of the latest benefits and see some of the most recent updates to this rapidly expanding and evolving solution.

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Get an expert’s feedback on the constantly changing CRM landscape In this recorded webcast we provide an overview and comparison of leading CRM solutions that companies can benefit from including: Salesforce, Microsoft Dynamics and Sage CRM.          We highlight the…

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Become a Connected Nonprofit with Salesforce for Nonprofits. Part of the mission of Salesforce (the world’s leading CRM app) is to give back, and through the Salesforce Foundation as a qualified nonprofit you may be eligible for the world’s leading…

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Upcoming CRM Events

Don’t miss this webcast, where we’ll demonstrate 5 simple but commonly requested examples of how Office 365 & Dynamics CRM are changing people’s minds about what CRM can and should do.

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» Visit Our Learning Center For More CRM Resources

Get in Touch

Contact a CRM expert, get support, or request a demo below.

1-800-719-3307

crm@netatwork.com

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Net@Work is nationally recognized CRM consulting and CRM solutions provider working with industry leading technology vendors including Sage CRM, Salesforce CRM, Microsoft Dynamics CRM, Infor CRM and Act-On.
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