CRM Consulting

Serving more than 250 clients spanning nearly every industry,
XTIVIA offers best-in-class expertise in all
phases of CRM Consulting & Systems Integration

Our experience ensures that your CRM initiative will be completed on time and budget—so you can start reaping the rewards right away. Better still, our services are backed by a dedicated support staff. We’re with you every step of the way.

Consulting/Implementation Services

While it’s important to choose a CRM software that aligns with your business goals, it’s even more critical to employ the right CRM implementation partner. XTIVIA takes great pride in our proven implementation methodology for CRM—pride which is reflected in our outstanding customer satisfaction record.

Our professional CRM consultants will work closely with your team to design, optimize, and deliver the solution which best meets the needs of your users and your business. Our deep experience enables us to manage proactively rather than reactively—saving time and money, so you can enjoy the greatest possible return on investment. Let us add you to our growing list of success stories. Our CRM consulting and implementation services include:

  • Business process analysis
  • Workflow optimization
  • System planning and design
  • Project management
  • System configuration
  • Detailed data modeling
  • Application development

CRM Integration Services

The term “systems integration” can elicit a negative reaction from IT and business professionals, and with good reason—most systems integration projects fail to deliver on their promises. They are often delivered late and beyond budget…if they are ever delivered at all.

At XTIVIA, we understand this critical challenge and have spent years developing a solution. Our proven integration process helps to minimize the risks that jeopardize many similar projects—while maximizing the value obtained from a unified view of information. Whether you want to integrate your CRM data with a well-known ERP system or a legacy MRP system running on a database platform nobody has ever heard of, XTIVIA has the tools, knowledge and experience to get the job done right.

CRM Training Overview

Implementing any new system can be challenging—and XTIVIA wants you to be able to use your new CRM system to its full potential. From end-user CRM training to CRM administrator training, we provide an on-site training facility with custom training courses for your specific implementation. Our facility provides seating for up to fifteen users, state-of-the-art equipment, and with hands-on guidance from our CRM professionals. XTIVIA’s CRM training covers the following areas:

  • CRM systems training
  • End-user training
  • Administrative training

CRM Systems Training: Training plays a key role in the implementation of any CRM system. Effective end-user and administrative training helps achieve the highest levels of end-user satisfaction and IT self-reliance. The experienced training staff at XTIVIA offers end-user, administrative and development training for Salesforce, Infor CRM and SugarCRM.

End-user Training: XTIVIA will design an end-user training plan that makes effective use of your staff time and provides a comprehensive and customized experience for your users. Choose from full-day classroom training or multiple one-day classroom sessions to be delivered on-site at your offices, or at our St. Louis facility. We also offer online refresher and advanced courses, as we firmly believe that ongoing training ensures that you continue to maximize your software investment for years to come.

Administrative Training: XTIVIA offers CRM administrative training in a classroom environment at your location. We also offer quarterly administrative classes held in our St. Louis training facility for customers wishing to send new CRM administrators through training.

CRM Support Overview

Prompt and accurate support are critical to the long-term success of any system. When your system has a problem, you need it fixed now—you don’t want to wait an hour to be connected to a technician who knows less than you do.

XTIVIA understands your support needs and offers the most responsive and flexible support options available. Our friendly support representatives provide assistance via telephone, e-mail, web portal and real time remote desktop environment. Our team will get to know you, your system and your staff so when you contact us for assistance, you will be connected with a person you know and trust. For more information on our training and support packages, please contact us.

Let's Talk Today!

No obligation, no pressure. We're easy to talk with and you might be surprised at how much you can learn about your project by speaking with our experts.

304 South 8th Street, Suite 201
Colorado Springs, CO 80905 USA

Additional offices in New York, New Jersey,
Missouri, Texas, Virginia, and Hyderabad, India.

USA toll free: 888-685-3101, ext. 2
International: +1 719-685-3100, ext. 2
Fax: +1 719-685-3400

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