“I want to pass along how very pleased we are with Microsoft CRM and QuoteWerks!  Our sales force has really bought into the CRM product, has found it to be very user friendly and I think we are going to utilize a lot more of the functionality than we anticipated. Also, Martin has been FANTASTIC!!  He actually made what is normally a painful process (or has been for us in the past) enjoyable!  He provided us with First-Class service, training and support from day one! He really took the time to listen and understand what we were looking for out of CRM and then had the knowledge to assist us in tailoring the program to fit what WE wanted.  It wasn’t just “Canned – Out of the Box” training. Our implementation would not have been a success without the training and support he provided.”

 

 

 

 

 

 

 

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“I have been sincerely IMPRESSED with Martin and have enjoyed thoroughly working with him. He is clear, concise and appropriately analytical in his oral and written communications, thorough in his application development and testing, and very up-front in ensuring that there are no misunderstandings. I can honestly say I have never worked with a consultant I have been more pleased with. He is atypical in my experience, and he is certainly a ‘stamp’ of credibility to your company. You can be assured that if we have other GoldMine needs, we now know where to turn!”

 

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"We have worked with the staff at Relevant CRM for many years with excellent results.  They are always helpful, knowledgeable and great fun to work with too. The support team has assisted us many times with additional reports from our system to audit and update information in both our CRM and e-automate. The marketing group loves having customer information quickly available and a centralized location to store customer conversation notes and attach related documents for easy review.  The connector allows us to add an additional dimension to customer records available directly from our workstations, no more having to search the file cabinet for related documents."  

 

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"Probably the best way to explain our relationship with Relevant CRM is to say, we trusted them with our business. In 2005, Technical Innovation decided to automate its way of doing business. It was a huge undertaking. The plan was to automate from CRM all the way through the accounting package. We choose QuoteWerks as the middleware to provide quotes and proposals to our customers, but we needed QuoteWerks to talk to the rest of our business systems. We quickly found that Relevant is a very professional organization. Their knowledge, skills, management and dependability, along with their commitment to help their customer succeed, no matter how lofty a plan they may have, is just a few of the hallmark characteristics exhibited by Relevant. If there is a way, Relevant will find it for you and make it happen. We thank Relevant for their great leadership, their stability, their insight, their awareness and sensitivity to our budgetary concerns, the tools they use that allowed us to keep up with our project and its billing and their ability to safely and expertly provide all the resources needed to move a project from inception to completion in a timely, cost efficient and dependable manner. We trusted them with our business and we still trust them today in providing support, training, updates, modifications and yes, more customizations. They are a great company to have on your team!!!"

 

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"The customized import scripts that Relevant CRM created that pull from e-automate into CRM are so important in getting the reps what they need inside of our system. They depend on these account information imports to keep them up-to-date with customer information. Relevant CRM has an in-depth knowledge of our company and industry which has allowed them to create many custom imports giving our staff precise and timely data."

 

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"We have worked with Harry and his team for over 5 years. They have always provided great advice and assistance for our CRM needs. They've also customized our solution so that it would work for our business which includes a lot of post sale contact with the customer. I would highly recommend Relevant CRM to anybody."

 

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"Relevant CRM has a local Raleigh presence, allowing for ease of interaction and resolution of any CRM related issues. The time, care, and ability to assist provided by Relevant CRM are crucial for maintaining ASPE's CRM environment. Relevant CRM has provided numerous benefits to making our GoldMine CRM much more efficient. From my perspective, the most valuable service Relevant CRM provides is the quick ability to connect with a knowledgeable support technician. There have been numerous occasions when Charlie Butler has provided the support and product knowledge to upgrade and improve GoldMine for how ASPE uses the product. Based on my experience with Relevant CRM and my numerous sessions with Charlie Butler, I would be happy to refer Relevant CRM. We have Relevant and Charlie's great service to thank for the stability of our current environment."