CRM Consulting

Beachwood Systems has been implementing and supporting Customer Relationship Management (CRM) systems for over 25 years. These systems include company records, people records, various types of activity records to record meetings and phone calls, detail information about the customer or vendor, relationships between the contact records, sales tracking, and more.

Beachwood has CRM staff that can perform a wide variety of services including:

  • Project Management
  • Requirements Definition and System Selection
  • Implementation
  • Report Writing using Crystal Reports or Microsoft SSRS
  • Custom apps to enhance your CRM
  • Microsoft SQL database administration
  • CRM Process Review
  • WorkFlow & Document Management

Beachwood has been a reseller of the GoldMine CRM, and Exact Synergy Enterprise software for many years and can assist with implementations, upgrades, synchronizations, training, and more.