On Demand CRM Extensions and Implementation Services

Extending on demand CRM for
sales & marketing effectiveness

AbovePlan Services

AbovePlan offers a specific professional services to leverage out CRM Extensions, and our unique approach ensures your CRM initiative meets your needs and delivers the promised results.

We understand that technology is a means to an end, not an end in itself. Successful CRM initiatives focus on the business results, not on the technology. At AbovePlan, we work with you to implement a successful CRM initiative and deliver the business results you demand. And we’ll guarantee it.

We build on demand CRM solutions that dramatically improve sales and marketing effectiveness. We don’t just do consulting – we’re also a software development company, so we can deliver more than just advice. We understand how to manage highly complex, technical integrations. And if you need it, we can go beyond customizations to extend on demand CRM with critical, new functionality that your users need.

Our services include:

  • On demand CRM implementation consulting and project management
  • Implementation and integration of AbovePlan's CRM Extensions
  • Technical integration, to connect your CRM with back-office or other key systems
  • CRM customizations, including embedding your process or workflow more tightly into your CRM, custom fields or screens, and more
  • Business Process Reviews (BPR) and process improvement consulting, to help you develop efficient processes, and reflect those in your CRM system
  • Getting Started services, including importing your data into the CRM system, identifying and removing duplicate records, and more
  • Sales and marketing coaching and consulting