CRM Solutions

Correctly evaluating, mapping, and implementing your business processes and CRM technology
is the cornerstone of your company’s success.



We evaluate not only your technology solution but more importantly your business processes, identifying the functionality and workflows you need to simplify, automate, and improve your business performance.

Process Improvement


Whether conducting a new implementation or a technology upgrade; your technology and processes will evolve. Plan and know how your chosen technology will support your business
today, as well as tomorrow.



Convoko "Best Start", proof of concept, full implementation or technology upgrade. The success of your implementation project depends on perfectly executing
on time and on budget.


Other Services

From "Quick Start" implementations to admin and user training and ongoing support, Convoko provides a full suite of value add services to maximize your CRM investment through integrated processes, optimizing user adoption.

CRM is at the heart
of your business success

Today’s leading CRM solutions are much more than a “digital rolodex on steroids”. They not only manage customer relationships; but also drive better corporate and internal business unit interactions. Beyond managing leads, contacts, opportunities and contracts, they can be the hub around which the business operations run and achieve a previously unimaginable level of efficiency and excellence.

At Convoko, we understand business optimization and believe in implementing CRM in the most effective and efficient way. With a well implemented CRM, we can help you align your people, processes, and technology around your key strategic initiatives. We do this through seven standard CRM-centric service offerings designed to maximize your ROI and user adoption.

Does your business need CPR?

CRM Performance Review

"Implementing a CRM did not solve our problems"

If you implemented your CRM solution and:
* You still don't know how your key accounts are performing
* You still don't know who your real top performing accounts are
* You still run your sales review using Excel
* You still can't tell if you will reach your sales goals for the month

Your business needs a CPR Performance Review

"Forecasting my team's monthly sales is challenging"

At the heart of most CRM solution is the ability to manage opportunities. However, clearly defining your opportunity stages in a simple and action-oriented approach is critical to accurately forecasting sales. If you don’t have clear pipeline visibility; your organization needs a CPR Performance Review.

"I don't have complete visibility into my team's activity"

CRM solutions are developed to share account and sales activity information; but they must be configured correctly in order to support the right business processes. If you lack visibility into your team's activity and accounts; your organization needs a CPR Performance Review.

"The information in our CRM does not match the operations DB"

CRM solutions are no longer "islands of information." Whether the CRM is the database of record, or a secondary database within your business, CRM solutions must be correctly integrated to the enterprise ecosystem. If your CRM solution is not optimized in that way, your business may need a CPR Performance Review.

Want to evaluate your CRM?

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We can help you get the most out of your CRM investment

Contact us today and find our what we can do for your business.