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CRM Success Requires More than Technology

Our value to our clients goes far beyond software implementation. With more than ten years of experience helping our clients achieve real business results, CRMbi offers a wealth of expertise from strategy development to post implementation support. Our business and technology experts use a proven set of methodologies that fit the needs of our clients and deliver results. We offer a complete range of services to ensure the success of your CRM initiatives:

Business Advisory Services

Our business advisory services range from assistance with scoping your CRM implementation to full CRM strategy development, and can include process mapping, gap analysis, project management, sales process consulting and best practices training. Success requires the right expectations, an effective strategy, and a focused implementation plan. Our skilled business consultants have years of CRM planning and implementation experience. Their advice will significantly improve the ROI for your CRM initiatives.


We have established the industry proven implementation approaches that produce success in any business situation. Whether you are a small organization looking for quick and affordable CRM or a larger organization seeking a fully customized solution, we have the expertise to make the your solution a perfect fit for your business.


Every business is different. We know that. We have the tools to create business precise modifications. No matter the complexity, we have the knowledge and experience to make your CRM solution fit your business.


One of the critical success factors for CRM is effective user skills, however, training and motivation are often poorly addressed in many CRM implementations. A powerful CRM strategy won't produce results if your users cannot or will not use it effectively. At CRMbi our expert instructors will rapidly educate and motivate your users, allowing them to maximize the results from your CRM initiative.


Our support programs ensure that expert assistance is only a phone call away. With different programs to choose from, you decide what service level will meet your needs.

Data Migration

We provide quality data migration with quick turnaround. Whether you need a one-time or recurring migration or real-time system Integrations, we posses the tools and the knowledge to achieve success, without compromising security and/or quality.

Business Intelligence

We can help you fulfill your Business Intelligence needs. Once you have deployed a succesful CRM solution, your next step is to extract the data to understand your Business. We can help you get the most out of your data.