CASTLE CRM 888-804-8079

Located at 44 Wall Street, New York, NY, 10005, Castle CRM provides Business Solutions for companies' sales, marketing and customer service organizations. Castle CRM is experienced in the financial services, insurance, research, retail, manufacturing, professional services, and publication sectors. Castle CRM offers consulting and system integration services aligning to core business objectives, using tools that generate significant near term return on investment. The company is a Sage SalesLogix Premier Business Partner.
 

CUSTOMIZATION & PROGRAMMING

Castle CRM can custom design our solution to automate your current environment, not one that will require your company to adapt all processes to fit the new environment. A well-developed system will require the least amount of ecological change within your organization. The system should be a tool that works for the users, not one that requires the users to work for it. Our team of programmers and developers has broad experience and can develop the most sophisticated of solutions for virtually any environment. Whether it is the latest in web enabled automation tools, or wireless application development the Castle CRM team has the skills to develop the most sophisticated tools found anywhere.

DATA CONVERSION

A new CRM system cannot leave the company accumulated customer data behind. It is critical to the success of your solution that data be transferred from legacy systems and other outside data sources in order for your company to gain rapid acceptance of the new system. Data conversion is a very sensitive and highly technical area of any successful deployment. Our technicians can help you convert or transfer virtually any information or database into your new CRM system. We will guide you in establishing the business rules for management of the data, and will take pain-staking efforts to map out the plan for conversion. We also pay special attention to the quality of the incoming data. Our team utilizes very sophisticated data conversion tools that can help to de-dup, realign and merge data as necessary. Once data conversion is complete, we then pay special attention to testing the resulting import for accuracy.

INTEGRATION

Truly powerful, enterprise type CRM applications often require integration with other company databases and information systems. This allows multiple company systems to share data in order to eliminate redundant entry of critical customer data, reduce errors and increase efficiency and communication between departments. Data integration often involves accounting systems, web data stores, marketing data systems, and other company systems where critical information resides or is developed. Castle CRM technicians can integrate many company systems from the simplest data sources, to the most complex of accounting and inventory management systems. We apply our strict methodology to ascertain the most critical business rules that govern your data, and map out a plan for execution which will ensure the highest level of data integrity.

REPORT WRITING

Report writing is often a very critical component of a successful solution. Reports are often the primary way that management, and staff glean accurate, up-to-date information from the system about your customers, trends and business dynamics. Castle CRM employs certified report specialists that can create the most complicated of reports, in virtually any layout desired to deliver you the information you need most, when you need it most.

TRAINING

In order to receive the maximum benefit from you CRM system, you must train the users in its use. Contact us for more information

GENERAL CONSULTING

During the early stages of your project, a special emphasis is placed on understanding your business model.

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