CRM Solutions
For nearly 20 years Net at 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.
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.
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 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 at Work’s expert team can help you find the right solution based on your specific needs via our CRM Strategy and Platform Selection process. Learn More
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Many companies have found their existing CRM deployments have become stagnant and are no longer current with how the company does business today.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 at 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. Learn More
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 at 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
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 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 at 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
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.
Digital Marketing Solutions
"Undertaking a companywide Customer Relationship Management (CRM) implementation is no easy task. After interviewing several firms we chose Net at Work because it was clear they could guide the organization, provide a range of solutions, had the industry experience and technical skill required to effectively manage a project of such scale and complexity. It made a tremendous difference."
Thomas Bonaventura, Vice President of Marketing
CRM Solutions for Accounting Firms
Attract, Market, Cross-Sell Your ClientsOur focus for many years has been enabling smaller firms to grow and larger firms to get truly connected and maximize their client base.
Learn MoreRecent CRM Resources
White Papers & Guides
If you’re running a field service organization, you probably know by now that customer experience (customer service / customer satisfaction) is very important to your overall business health and growth potential.
A ‘cost center’ is a division of a company mostly tied to, well, costs. A ‘profit center’ deals with revenue and has some control over the revenues and profits it can generate.
The “future” of field service is already here. Connected field service combines the Cloud, Internet of Things (IoT) technology, and sensors with the power of a robust field service management solution.
Recorded Webinars & Demos
Beginning in 2019, Net at Work is offering an entirely new service and support model for your existing CRM solution. Our support and ongoing services will unlock greater value for you over time.
Join us for this webinar to go over the basics of creating and editing reports in Sage CRM
Introduction to 5 common best uses and approaches to managing pipelines and sales forecast using MS Dynamics.
