Customer Relationship Management

business intelligence for intelligent business

TrueFit helps companies realize the full value of customer relationship management (CRM) by delivering tailored solutions that incorporate powerful business functionality for sales, marketing and service with business intelligence for effective decision making. Aligning CRM technology with your business empowers employees, increases your profits, and drives improved customer satisfaction and retention.

the value of CRM

The right CRM solution can have tremendous impact on customer loyalty, customer retention and customer acquisition. A properly implemented CRM solution is leveraged across all parts of the business that interact with customers or prospects in some fashion. Done right, you can expect CRM to improve profitability of existing customers, improve the productivity of your employees, reduce sales cycles, provide mechanisms for tracking customer interactions and providing true business intelligence into what is going on in your business.

why partner with TrueFit for CRM?

CRM solutions require structured planning and implementation. We bring a unique set of skills to our approach that includes:

• Agile implementation focused on delivering value quickly
• A strong focus and commitment to user adoption
• Project management focused on managing the impact of change on your organization
• Deep industry expertise
• Deep technical expertise to implement your solution, extend functionality and integrate with your critical systems
• Deep business skills to align CRM technology with business strategy
• Provide industry focused solutions that reduce your overall investment

industry solutions

CRM for nonprofit organizations

Every business is unique in many ways. CRM solutions provide robust capabilities designed for use across many industries. When deploying a CRM solution, it is essential to incorporate your specific business processes into your CRM solution. TrueFit leverages years of experience to develop templates, reports and features that support your specific industry. This strategy reduces your overall investment and allows you to see faster results. Key areas our solution addresses include:

• Outcome reporting
• Program management
• Constituent tracking
• Donor management
• Fundraising

CRM for manufacturing

TrueFit leverages all the power of Microsoft Dynamics CRM for core capabilities in sales, marketing and service. We extend the solution to create a powerful advanced quoting and order processing solution that includes features such as:

• Advanced quoting features
• Advanced order processing features
• Customer portal access
• Integration with ERP and core financial management

CRM live

Not all organizations have the resources needed to deploy a robust CRM solution. CRM Live provides a hosted CRM solution that allows organizations to quickly deploy a CRM solution without worrying about large investments in hardware and software infrastructure.