System Experience & Expertise

The CLIENTSFirst Team is committed to helping you succeed with Marketing and Business Development technology. Our consultants work with many leading technology providers to select and deploy the right solution for each Client we serve, whether it’s Customer Relationship Management (CRM), Marketing automation, Enterprise Relationship Management (ERM) or another system.

We are proud of our experience and expertise with these industry-leading technology products, and we continue to explore new technologies to deliver the right solutions and services to meet our Clients’ needs.

CRM Experience and Services

For more than 10 years, the CLIENTSFirst team of experienced Customer Relationship Management (CRM) consultants and professionals has been helping our Clients find the right CRM systems and providers to ensure marketing and business development success. We have deep knowledge of and experience with many leading systems including:

Whether you are exploring CRM options for the first time, considering a change to a new system or having some challenges with your current implementation, CLIENTSFirst can help.

We have helped hundreds of top organizations succeed with CRM by providing consulting advice including:

  • CRM vendor and system selection
  • Technology needs assessments
  • CRM success strategies and planning
  • CRM training and communication
  • CRM staffing and resource assessments
  • System configuration and assessments
  • Data quality assistance and assessments
  • Process and resource assessments
  • CRM integrations
  • Technology upgrades

eMarketing Experience and Services

eMarketing tools are a critical component of an organization’s communications and brand strategy. The CLIENTSFirst team of experienced consultants and professionals helps firms select and implement the right eMarketing systems to meet their marketing and business development goals. We have experience with many leading systems including:

Whether you are exploring your eMarketing options for the first time, considering changing to a new system or having some challenges with your current implementation, CLIENTSFirst can help.

We have helped hundreds of top organizations succeed with eMarketing by providing consulting advice in these areas:

  • eMarketing System needs assessment and selection
  • eMarketing Staffing and resource Assessments
  • eMarketing consulting
  • Data Privacy compliance
  • System integrations
  • Targeted eMarketing training
  • System rollout planning and assistance

ERM Experience and Services

Enterprise Relationship Management (ERM) systems can play an important part in helping understand business relationships and helping organizations reach their business and marketing goals. The CLIENTSFirst team of experienced consultants and professionals helps Clients successfully select and implement ERM systems. We have a wealth of experience with a number of leading systems including: