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CRM Consulting

The CRM software you purchase is just part of the equation, we help you plan to succeed.

At Eligeo CRM, we are the CRM architects.  Our customers rely on us to help them develop strategies and plans to help them succeed with their CRM implementations.  Whether you need help with implementation, analysis, training or on-going support, we have your back.

CRM Strategy

Eligeo CRM offers comprehensive CRM Strategy workshops to help you define your business processes while planning for your CRM implementation.

CRM Starter Kits

Small and Medium sized businesses can benefit from our CRM Starter Kits that are designed to help you get started quickly with your new CRM.

CRM Workshops

Our workshops can vary depending on the needs of your organization.  Workshops include sales discovery, workflow development and much more.

Support Packages

Eligeo CRM becomes your CRM Help Desk, development team and support personnel all for one low monthly fee.

CRM Audit

Not satisfied with your current implementation of your CRM?  Let us take a look at it to see if there’s a way we can rescue your CRM.

CRM Training

Not sure if you or your team is using their CRM to its fullest?  Let us customize a training course for you on-site or virtually.

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Free Gap Analysis

An easy template to capture your CRM requirements

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