Customer Relationship Management

CRM is about knowing your customers better in order to serve them better, providing your company with increased revenue, efficiency and customer satisfaction.

Hagerman & Company offers a variety of CRM services and CRM software products to ensure a successful initiative regardless of your budget or needs.

Pivotal Software
Used internally at Hagerman & Company since 1998, Pivotal offers flexible, easy customization combined with powerful features.

• Same interface, same capabilities whether on the network or synchronizing remotely

• Core system provides excellent Sales, Marketing and Customer Service capabilities

• Offers many add-on packages such as partner management, customer-facing web access, guided selling, telephony integration, and marketing analytics

• Easily customizable

• Open customization -- virtually every part of the system is modifiable

• Based on Microsoft’s 3-tier, Intelligent Internet Architecture

Saleslogix Software
SalesLogix is the mid-market CRM leader with thousands of satisfied customers.

• Easy-to-use Sales, Marketing and Customer Service features

• Remote synchronization supports Sales and Marketing

• Web version provides employee access via internet

• Large market presence with many 3rd party application software developers

• Founded by one of the creators of ACT!, the world’s most popular contact management software

• Very flexible customization

Microsoft CRM
Microsoft brings its expertise and resources to the CRM marketplace with a stunning first release.

• Initial release supports Sales and Customer Service (Marketing soon to follow)

• Extremely easy to use

• Browser-based client has full functionality, Outlook-based client designed for remote salespeople

• Browser-based and Outlook-based interfaces use the same forms, maintaining similar user experiences regardless of the client used.

• Built completely on the Microsoft .NET architecture, opening the door for easy integration with other applications.

• Straightforward and simple customization

CRM Consulting Services

With a staff that blends both business and technology skills, Hagerman & Company offers services that provide valuable assistance during all phases of a CRM project. The amount and type of help we provide is completely up to you. Our flexible approach and accommodating style will make our CRM Practice a valued member of your team - easy to work with and quick to achieve results.

Strategic Planning:
CRM is really a business strategy, not a software product. Our strategic planning engagements focus on providing a framework for you to successfully develop your unique customer-centric CRM strategy, complete with business objectives and financial justification.

Requirements and System Design:
CRM software has seemingly no end of capabilities, but what do you need it to do? We help organize and prioritize your CRM requirements, and then plan and document the customization that must be performed to meet them.

Customization and Development:
Whether it is simply changing the look of a form, or programming a procedure to automate your workflow, our customization will be clean, efficient, and incorporate the best use of the software’s out-of-the-box capabilities.

Implementation:
We’ll help you get the CRM system up and running correctly, avoiding the technical glitches that can leave a bad first impression on the users. Not only are we trained on the CRM software you will use, but as a Microsoft Certified Partner, we also understand the server and desktop technologies required.

Data Integration:
Your CRM system will require data from an existing source, whether for a one-time initial import or an ongoing communication link to an ERP system. We have the expertise, tools and partners to handle this critical component of your project.