Company Values:

Passion

– Our company is run on something much more valuable and precious than gold… Passion. We CARE about our customers, and we care about the products and services we provide.

Purpose

– We believe in making a Difference. We build products that make a difference in peoples lives and make work more meaningful. We enjoy working with other companies to find and fufill their own purpose.

Innovation

– We strive to stay on the forefront of ideas and technology.

Persistence

– We believe there is always a way.

Progress

– We set goals. We are accountable to our commitments.

Get Organized!

– Organization is fun. We see the patterns in processes and systems.

Balance

– We believe balance between personal and professional life is a key to success. We create products geared towards helping you achieve balance in your life.

Energy

– We know the importance of bringing good energy to our work.

Success

– We are vested in our customers success and see their success as a means to our success. We succeed when our customers succeed.

Business Objective:

We are Goal-Oriented people and we bring a Results-Oriented approach to CRM. If you have any of the following goals, we can help.

Get Organized – Sample Goals

To get all of my team planning using the same calendar system
To get all of my Customer/Lead data into one place
To teach my team members better time management practices
To feel like I have control over my life
To not miss appointments

CRM/ Customer Goals

To know who all of my customers are
To organize my customer data into one place
To keep track of all of my interactions with my customers
To know who talked to what customer and what was said/done
To grow my customer database

Sales Goals

To know what reps are working on
To know which reps are working with which accounts
To have a single sales process that everyone follows
To have a centralized source of all sales data
To get away from Excel spreadsheets

Marketing Goals

To communicate more frequently with our customers
To standardize our email templates and messaging
To organize our leads into one place
To follow up on all leads
To make sure leads do not get wasted/overlooked

Project Management Goals

To have happy customers
To have better organized projects
To get important project details OUT of my email inbox
To be a better project manager

Customer Support Goals

To provide great customer service
To stop answering the same question over and over
To keep track of all of the common responses
To improve our First Contact resolution response rate
To improve our First Contact time

Collaboration Goals

To save time spent scheduling appointments
To send fewer emails