Our CERTIFIED consultants have a comprehensive, technical knowledge of CRM Solutions as well as a wealth of experience in optimizing the software to meet your business needs. We can:

Evaluate, assess & discover ways of optimizing your current system
Install and integrate CRM Applications into your existing system
Implement a full-scale system
HEAT Implementation Services
GoldMine Implementation Services
Other CRM Applications
Provide integration to other solutions by using our Application Programming Interface, DDE Links, or database triggers and scripts.
 
On-Site Assistance for Quick and Painless Deployment
Cut your implementation time in one half
Optimize your utilization of the software by implementing modules that will provide you data that will make you more efficient
Experience a smooth transition that enables minimal expense and time away from work



 
Discoveries CMS offers on-site evaluations for your current HEAT® and GoldMine® installations, policies, and procedures while providing blueprints of how to optimize your call center and sales and marketing processes.
   
Training CMS offers on-site training classes to bring everyone up to speed. We provide comprehensive course material at your location.
   
Data Conversion CMS converts your existing data into your HEAT® or GoldMine® system. Data conversion is easily accomplished at your office, based upon the amount of data and consultant availability.
   
Report Writing CMS creates reports using Crystal Reports Designer to produce personalized management reports and forms. These documents can be viewed through Web pages, as attached Word documents, e-mails or in print format.
   
Configure MS SQL Server and IIS CMS can install and configure MS SQL Server and IIS to integrate with HEAT® and GoldMine® software.
   
Ongoing Support

Telephone Support
Upgrade Protection
Off-Site Backup Services
System Maintenance
   


CMS consultants have a wealth of experience implementing HEAT®, GoldMine® and other CRM solutions in specific vertical markets. These services include:

  
 
Customized Templates, Reports, Field Utilization
Customized Training
Integration to industry standard databases, links, scripts, and knowledge bases
Integration to Third Party Applications such as quoting, shipping, and financial software
   
  Vertical Markets Include:
 
Legal
Real Estate
Construction
Hospitality
Financial Services
Insurance
Distributors
Publishing
Vacation Sales
Software Developers
Telemarketing
 
   


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