I work with you, helping you get from where you are to where you want to be. I’ve worked as the Solution Architect for a really huge CRM project for a leading financial institution; in-house for the CRM of a consulting company, and on a number CRM projects for clients. My view comes from a wide number of industries, which helps me ask the right questions and give good advice for your CRM solution.
The first step in getting a successful CRM is figuring out what your needs are. I’ve done this enough times for clients that I can help you with what you do know (but may have trouble relating or finding context for) and what you don’t know (things are easily missed if you haven’t done this before!).