CRM Consulting

Every organization has a need for CRM (customer relationship management) software to keep track of prospects, donors, sales, clients, and schedules. The overall goal of enabling a CRM in your company is to find, attract, and win new clients, nurture and retain those your company already has, entice former clients back into the fold, and reduce the costs of marketing and client service. Our certified CRM specialists will work with you to assess your needs, and identify the CRM solution that will best support your goals. We will assist your company with every step of adopting your choice of CRM: purchasing, installing, customizing, and training your staff.

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A CRM provides you and your team with a complete view of your total prospects and customers, as well as a detailed view of your individual customers and your relationship history with them. Give your sales team the tools they need to streamline your sales funnel.


Enhance your marketing efforts with your CRM. Integrating your marketing with your data will improve results. Your CRM can give you the ability to personalize and target your marketing to increase engagement. Tracking within your CRM will align sales and marketing. This holistic approach will improve effectiveness in both areas, and help you stay in front of the right prospects and customers while alerting you to ideal times of peak interest.


Manage internal processes and procedures with ease within your CRM. Design procedures with action steps to assist with onboarding, implementation, trouble ticketing and more. Get your team working together around common goals essential to your success.

Customer Service

Your CRM will enable you to analyze trends to inform your future goals and growth. Using a CRM for service will provide seamless customer care as your service team will be informed by the interaction and product history relating to each customer. The customer can be served more quickly and with more proficiency. No one likes to have to explain themselves over and over every time they need support. Provide your customers with seamless interactions that make them feel known.


Why Choose a CRM?

Process Management

Create processes for sales, marketing, implementation and service that can be easily replicated to make sure prospects and clients do not fall through the cracks. Use the data within your CRM to see what processes and marketing efforts are generating results and revenue.

Improved Customer Experience

Don’t forget about your customers and prospects with reminders and task management. Deliver what you promised and provide seamless response across sales staff with contact history and notes.


Monitor the progress and productivity of your team. Set specific goals and provide feedback to motivate your team. Pay attention to your team’s needs and identify areas that you can provide support and productive feedback to improve performance.

Why Marketing Support Network?

  • Certified in top CRM solutions
  • Experienced consultants to guide you in selecting and maximizing the best tool for your needs
  • Fast, efficient and user friendly implementation
  • System design focused on ease of use and customized with your unique goals and processes in mind
  • Customized training sessions that generate excitement and collective buy-in
  • Support and consulting packages available to support implementation, as well as to meet ongoing needs

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