Customer Relationship Management (CRM)

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Customer Relationship Management (CRM)

CRM Software Consulting Services

Manage your company's interactions with customers and prospects.

Customer relationship management (CRM) solutions provide a variety of valuable capabilities for marketing, sales, customer service and ecommerce, and enable the effective management of customer interactions. A CRM solution offers manufacturing and distribution organizations effective lead management, enhanced sales enablement, and improved sales execution and performance management.

At Ultra Consultants, our CRM consulting services aim to streamline the CRM software selection & implementation process. Our goal is to help you improve business processes and help position you for continued success.

“Ultra led a software selection and implementation of ERP/WMS that resulted in more than $350,000 annual savings from improved processes.”

Tom Cesario

VP of U.S. Operations & IT, Radio Flyer

"I would be pretty scared to evaluate vendors without the help of a partner. There is a lot at stake for your company and the vendor. What is really helpful is Ultra can bring an objective way to evaluate these folks, and they know how to keep them honest."

Daniel Hanawalt

United Equipment Accessories

“Ultra really was a trusted advisor, especially when interacting with vendors during the selection process. I don’t think there was ever a moment where we didn’t think Ultra had our best interests at heart. There was never a moment where we didn’t trust Ultra was looking out for us.”

Tim Plummer

IT Director, Deschutes Brewery

Top Customer Relationship Management (CRM) Vendors

Consulting Services

Pushing the boundaries of business transformation.

Applying today’s best practices, leveraging our exceptional expertise in manufacturing and distribution, and utilizing a flexible and proven methodology, our services are geared to deliver results you never imagined possible.

Business Process Improvement

Our business process improvement consulting services build a foundation for your transformation by understanding your unique requirements, assessing your current state, showing you what’s possible with modern solutions, developing a desired future state and optimizing your core processes.

Technology Selection Services

Our technology selection services guide your company through an unbiased, comprehensive and highly structured process designed to determine your best-fit solution – one that will meet your unique requirements, scale with your business and enable your future vision.

Solution Implementation Management

Our software implementation services combine a flexible, proven implementation methodology and exceptional project management expertise to reduce your risk, accelerate time-to-benefit, drive ROI and deliver success.

Business Value Realization

Our business value realization process combines industry best practices, process maturity-focused projects, software enhancements and your new capabilities to sustain process improvements, close the value circle and ensure you maximize the benefits of your ERP solution.

About Customer Relationship Management Software

CRM (Customer Relationship Management) software helps businesses stay organized and build stronger relationships with their customers. It keeps all your customer data—like contact info, communication history, and sales activity—in one place, so your team always has the full picture. With the right CRM, it’s easier to track leads, manage deals, follow up at the right time, and keep customers engaged throughout their journey.

Choosing the right CRM software is key to making your sales, marketing, and support teams more effective. A good CRM connects with your other tools, automates everyday tasks, and gives you clear insights into your pipeline and customer behavior. The more user-friendly and customizable the system, the more value your team will get out of it—whether you’re growing your customer base or keeping existing relationships strong.

A Blue Print For Enterprise Technology

An enterprise technology project is a complex and potentially risk-filled process. Wouldn’t it make sense to tap into wisdom from those who have successfully gone before?

This eBook offers informative webcasts, podcasts, white papers, articles, videos and more to create a blueprint for success.

Ultra's Insights

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Plan, measure, and deliver business performance and profitability improvements to manufacturers & distributors, using our deep industry expertise and proven methodology.

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