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CRM Selection/Implementation

CRM Software Selection

We do not believe in a "one size fits all" approach. We help you identify, select, and implement the best CRM software for your company. We are impartial, and have no formal relationship with a CRM vendor.

SalesWerks helps customers implement an entire "Top Line" Sales Growth strategy that aligns marketing and sales efforts to push leads further into your sales funnel, actively penetrate underperforming markets, identify new markets, and ultimately drive more leads into your sales process that close.

We are competent with many of the top CRM Software packages, including Salesforce.com, Sugar CRM, Netsuite, Microsoft Dynamics CRM, Zoho CRM, and a variety of other Cloud and ERP specific CRM Solutions.

CRM Software Implementation

SalesWerks is all about implementation.  We integrate CRM solutions in organizations to create a high performing sales process, which then provides a significant ROI on your Sales investment. Click here to find out about our CRM Optimization Assessment.
In a nutshell...buying technology to fix a broken sales process doesn't work.  Aligning people, process, and technology produces proven "Top Line" sales growth for our customers.

Our Process 

  1. We audit and document the existing sales processes within your company, identifying the manual processes, opportunity areas, key metrics, and other ares where the process is not standardized and/or optimally effective.

  2. Design an effective sales cycle and process that meet your customer requirements and business goals.

  3. Audit your existing sales automations tools, including CRM, ERP, Marketing Automation, and other technology driven sales tools. Provide recommendations on new technology, or tools requiring enhancements to improve sales productivity.

  4. Manage the process of identifying and the selection of software vendors that best align with the needs of your business.

  5. Manage the implementation of the selected Sales and Marketing Automation technology within your organization.