CRM SOLUTIONS

A Strong Foundation to Scale Sales

Modern CRM solutions (CRMs) tout all the bells and whistles. Yet, their great promises of organizational transformation can flounder if implemented in a silo. Our clients benefit from our vast multi-disciplined, multi-vertical background, which wades through important dependencies to ensure optimal adoption and effectiveness when it comes to customer relationship management.

CRM Implementation and Optimization Services

For sophisticated sales leaders to drive real performance gains, they must address multiple complex dependencies in a truly holistic manner. That's where LeadMD and CRM software can lend a helping hand. We offer a comprehensive approach to customer relationship management software.

  • Salesforce Implementation

    Whether you're implementing sales cloud on its own, sales and marketing clouds, or a vertical-specific version, like Health Cloud, we’ve got you covered. Our Salesforce implementation experts will work with your team on requirements and an optimal rollout strategy, including training and optimization.

    Read more about our Salesforce partnership.

  • Microsoft Dynamics

    Implementing Microsoft Dynamics requires deep platform knowledge, but also the understanding of how Dynamic's unique architecture affects other technologies you'll want to leverage. As your business evolves, we'll ensure your CRM solutions support you today, tomorrow and many years to come.

Create a to CRM Success

Our clients rave about our collaborative, flexible approach to implementation projects. Share your objectives with us and, together, we'll create a roadmap to ensure your outcomes are accomplished.

OUR METHODOLOGY

Marketing Performance, Realized.

Our 3000+ client engagements informed our Catalyst Marketing Framework, an actionable model tying organizational objectives to outcomes.

Catalyst Marketing Framework

No two organizations or marketing departments are the same.

The Catalyst Marketing Framework provides a cohesive structure to align your outcomes to the organization's objectives through strategy, planning, tactics, technology, and talent.

CUSTOMER STORIES

Performance enabled.

Our customers range from high-growth to enterprise Fortune 100. Our clients are paving the way for innovative marketing & sales tactics.  

COLLABORATING WITH BEST-IN-CLASS REVENUE TEAMS