Rocky Mountain CRM

IT Services and IT ConsultingUnited States2-10 Employees

Rocky Mountain CRM: Expert CRM Solutions

At Rocky Mountain CRM, we deliver end-to-end CRM services to optimize your business operations and enhance customer relationships. Our comprehensive service offerings include:

Discovery & Planning

Requirements Gathering: Thorough analysis of your business needs and processes to identify the ideal CRM solution

Vendor Management: Coordinating with CRM vendors to ensure seamless integration and support

Product Selection: Expert guidance in selecting the right CRM platform for your specific industry and requirements

Gap Analysis: Identifying disparities between your current systems and desired capabilities

Data Management

Data Cleansing & Deduplication: Eliminating redundant entries and ensuring data accuracy

Data Migration: Seamless transfer of your valuable business data to new CRM systems

Data Integration: Connecting your CRM with existing business systems and tools

API Development: Custom REST API and integration development to connect disparate systems

Implementation & Customization

Software Implementation: Expert deployment of your chosen CRM solution

Software Customization: Tailoring CRM functionality to match your unique business processes

JavaScript Development: Custom client-side scripting for enhanced CRM functionality

A/B Testing: Data-driven optimization of CRM interfaces and processes

Technical Infrastructure

AWS Software Installation: Cloud-based CRM deployment on Amazon Web Services

SQL Server Setup and Management: Database configuration and ongoing maintenance

Triggers and Stored Procedures: Custom database programming for automated workflows

SSIS and SSRS: Microsoft SQL Server Integration and Reporting Services implementation

Training & Analytics

Product Training: Comprehensive user training to ensure organization-wide adoption

Data Analysis: Extracting actionable insights from your CRM data

Dashboard Creation: Custom reporting solutions including Power BI and Crystal Reports

Territory

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