crm consulting, implementation, integration & customization

CRM Expertise

Summit Technologies has over 20 years experience with CRM selection, implementation, configuration and customization

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Some of the services we offer:

• Assistance with CRM Selection Process

• Sales Forecasting Configuration

• Sales Pipeline Configuration and Management (including custom sales processes)

• Create Custom Reports and Dashboards 

• Capture Leads from Your Web Site (Web-to-Lead)

• Email Integration with MicroSoft Outlook or GMail

• Set up Custom Email Templates

• Create Workflows and Approvals

• Configure data access and security

• Set up user role hierarchy (org chart)

• Import Leads, Accounts and Contacts

• Create Products and Price Lists for Quotes

• Set up Sales Territories

• Customize interface to capture custom data

• User Training for Sales Teams

• Administrator Training

• Integrate with Outlook or other email clients