Who We Are

Successful CRM implementations are rarely executed entirely in-house – so the right consulting team can make or break your substantial CRM investment. If a CRM consulting firm does not articulate a clear process to help you identify the following key CRM Project Objectives, it’s a clear sign that they will neglect your business process in favor of simply selling you software:

• Identifying the problems you are most concerned about solving
• Developing a clear mutual understanding of your current business processes
• Developing an equally clear understanding of where you want those processes to be
• Determination of the necessary functional requirements or changes that will bring about the desired change
• Gaining understanding of your company’s people and culture, which have a significant impact on the training approach and corresponding success or failure

Similarly, a focus on your business process without regard for a software match is an equally flawed approach. The right consulting team will utilize a clearly defined approach to help you select the platform most suited for your unique needs, taking key considerations such as budget, personnel constraints and timeframe into account.

You can’t implement software to fix a problem unless you understand the problem and have a clearly defined plan on how to fix it. Said another way, “Prescription without diagnosis is malpractice.”

ISM’s team is comprised of some of the best talent in the CRM industry, bringing a wealth of experience and value to its clients. ISM forms collaborative relationships with its clients to offer the necessary business and technical consulting services required to deliver successful sales effectiveness and CRM programs.

Today, with over 250 successfully planned and implemented CRM projects, ISM is recognized as a leading facilitator of CRM success. Together we can deliver the ultimate customer experience!

Business Consulting

Effective CRM aligns People, Process and Technology to achieve measurable business results. ISM helps clients successfully leverage CRM through leadership in strategy, business process requirements analysis and documentation, technology selection, implementation, and support. Our methodologies and expertise adhere to the best practices from the most respected minds in the CRM and business process consulting industry.

Technical Consulting

Our deep knowledge of leading CRM applications enables us to deliver faster, more effective and sustainable results. As an unbiased reseller of multiple CRM software solutions for the mid-market, you can rest assured we won’t try to shove a square peg in a round hole. We will find the best possible solution for your core business processes. We are experts with SalesLogix from Sage Software, Salesforce.com and Microsoft CRM. If the fit is still not perfect, we will customize the technology to fit your unique needs. We also provide and support industry-leading tools for data transformation, sales dashboards, and systems integration.

The ISM Difference

We are not a potluck consulting firm. Our focus is strictly on Cloud Applications and the deployment and extension of the CRM suite. We believe in both the qualitative and quantitative benefits of a successful CRM or custom application deployment. We will partner with you to bridge the gap between IT and functional business units, and once everybody is on-board, we will create a successful blend of business strategy and technology that will help you achieve measurable results. We are not about implementing software. Our goal is to help you pinpoint, attain and retain lasting customer relationships.