Customer relationship management

CRM strategy and implementation

Salesforce is our primary specialty. We also work with Microsoft Dynamics 365, Zoho CRM and HubSpot. We help teams choose a platform, migrate customer data, configure sales and service processes, and plan adoption across markets.

For clinics and practices, our expertise also covers Patient Relationship Management (PRM) for patient communication and follow-up, and Practice Management Software (PMS) for scheduling and day-to-day practice administration.