Convoko - CRM Performance & Business Optimization

What We Do

We're not just an implementation shop. We take an integrated approach to business optimization with CRM as the foundation.

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CRM Performance Review

Comprehensive evaluation of your CRM technology, processes, and organizational adoption. Identify gaps and create actionable roadmaps for improvement.

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Strategic Implementation

From proof of concept to full deployment, we execute CRM projects on time and on budget with focus on user adoption and business outcomes.

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Business Optimization

Process reviews, organizational alignment, and strategic roadmaps that ensure your operations drive profitable growth.

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Performance Management

Define and track what matters. Build benchmarks and dashboards for visibility and faster decision-making at every level.

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Training & Support

Admin and end-user training that drives adoption. Ongoing support to maximize your CRM investment and sustain improvements.

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CRM Optimization

Enhance existing systems with targeted improvements. Solve specific functional needs without complete overhauls.

The Convoko CRM Value Curve

A strategic, process-driven approach allows you to realize true CRM value faster. No matter where you are in your CRM journey, we meet you there and accelerate your path to business results.

New CRM Implementation

Workshop-driven CRM selection, business case development, and multi-year strategic roadmap. Shows commitment from the top down and ensures everyone feels heard.

Low Adoption Turnaround

CPR assessment finds ways to simplify existing functionality and implement high-value initiatives that drive stronger usage throughout your team.

Strategic Improvement

Full process assessment and customer-focused implementation ensures an improved experience with every customer touchpoint.

The Convoko Method

Every engagement evaluates three critical components to ensure superior ROI and lasting results.

People

Organizational structure, roles, training, and adoption strategies that ensure your team uses CRM effectively.

Process

Business workflows, best practices, and operational alignment that drive efficiency and results.

Technology

CRM platform optimization, integrations, and automation that support your business objectives.

Why Convoko

Derived from the Latin "convocare" — to bring together, unify. We help businesses grow by striking the perfect balance between refined processes, trained teams, and optimized technology.

Our Approach

We base every recommendation on fact, born from comprehensive business reviews we personally lead. We thrive on quality, simplicity, and delivering results when they matter most.

CRM is our ecosystem. Consulting is our trade. Business optimization is our promise.

Optimize Your Business. Maximize CRM Performance.