CRM Consulting and Customization

We specialize in customized Infor CRM cloud, on-premise, or mobile deployments.


  • Information Gathering Sessions
  • Requirements and Specifications Documentation
  • Statement of Work Creation
  • Project Planning
  • Ongoing Project Management
  • Software Installation and Configuration
  • Integration with other systems
  • Software Customizations (web client, mobile, etc)
  • Ongoing Admin and End User Help Desk Support

Our approach to CRM systems is to not only define the ins and outs of your sales, marketing, and customer service processes, but also to focus on your industry’s standards and what drives those standards. Our customers operate in a variety of industries, including Accounting and Financial Management, Distribution, Financial Services, Manufacturing, Services, Wholesale, Food and Beverage, and more.

With successful implementations of CRM for numerous small and midsized enterprises, we have helped our customers

•  Sales Management
•  Marketing processes
•  Customer Service
•  Reporting & Analytics