Customer Relationship Management (CRM) has transformed many businesses and become a mission critical application. The ability to quickly make changes to your CRM system to meet the needs of your customers and users is increasingly important. The good news is that modern CRM tools are so easy to use that most businesses can have one of their users become a “Power User” or “System Administrator” as part of their job. But they often find that this isn’t enough for everything – they need a go to resource who understands their business and is an expert with their CRM system.

Customer Connect offers our CRM Sherpa™ service to businesses for just this purpose. If your business uses Microsoft CRM or Salesforce.com, then CRM Sherpa™ provides the expertise you need at a predictable monthly cost to support your entire team.

• Help Desk Support: for technical or other CRM issues

• Development and Customization: working directly with your CRM system to make the updates that you need

• CRM Governance: to assist your CRM leadership team with making decisions about how to expand your CRM application

• CRM Concierge™: our voice-mail based system enables your team to leave a message in a dedicated voice mailbox to request updates to specific records (such as, “I just left a meeting with Mary Jones. I promised her a quote next week. Please add a task to my list on Friday to develop the quote and add a reminder to call Mary next Tuesday.” – the just completed appointment, reminder to write the quote and reminder to call are all automatically added to CRM for the rep)

Customer Relationship Management (CRM) has transformed many businesses and become a mission critical application. The ability to quickly make changes to your CRM system to meet the needs of your customers and users is increasingly important. The good news is that modern CRM tools are so easy to use that most businesses can have one of their users become a “Power User” or “System Administrator” as part of their job. But they often find that this isn’t enough for everything – they need a go to resource who understands their business and is an expert with their CRM system.

Customer Connect offers our CRM Sherpa™ service to businesses for just this purpose. If your business uses Microsoft CRM or Salesforce.com, then CRM Sherpa™ provides the expertise you need at a predictable monthly cost to support your entire team.

• Help Desk Support: for technical or other CRM issues

• Development and Customization: working directly with your CRM system to make the updates that you need

• CRM Governance: to assist your CRM leadership team with making decisions about how to expand your CRM application

• CRM Concierge™: our voice-mail based system enables your team to leave a message in a dedicated voice mailbox to request updates to specific records (such as, “I just left a meeting with Mary Jones. I promised her a quote next week. Please add a task to my list on Friday to develop the quote and add a reminder to call Mary next Tuesday.” – the just completed appointment, reminder to write the quote and reminder to call are all automatically added to CRM for the rep)