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.
UNLEASH THE POWER OF CRM
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Many companies have found their existing CRM deployments have become stagnant and are no longer current with how the company does business today.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.
Sage CRM Quick Start for Sage 100
Sage CRM Quick Start for Sage 300
Sage CRM Pilot Launch for Sage 300
Request Quickstart for Other CRM Software
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
In this white paper we outline three key operational improvements that can be realized using functions found in all of the best of breed manufacturing CRM solutions.
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.
Recorded Webinars & Demos
Whether you measure progress by gross dollars or units sold, you can create multi-level goals that role up automatically to a real time scorecard for each sales team member. And by leveraging the built-in probability forecasting tools, you can view real time forecasts of your likely sales in the coming months to predict future results and take immediate action.
Learn how you can engage and collaborate with your distributors, resellers, vendors and customers using the Microsoft Dynamics 365 Power Apps Portal Solution set. Portals lets you create low-code responsive websites for users inside and outside your company.
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…
Upcoming CRM Events
Join this live webinar to learn how you could access contacts, schedule meetings or review your pipeline on any smart device. Also including BI to upload business card details directly into CRM as leads or companies.
Join this live webinar to learn how you could expose elements of Sage CRM to your customer allowing them to review orders, log cases direct to CRM or access a knowledgebase to alleviate support staff from answering repetitive queries. Also provide reports to users that are based upon not just CRM data but ERP too.
Get in Touch
Contact a CRM expert, get support, or request a demo below.
1-800-719-3307
crm@netatwork.com
