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Our Services You don’t need to spend MORE time sitting at your computer. You need to spend more time working with your clients.

You need a system that will allow you to meet your sales goals… Let Gateway Solutions design and implement that system for you.

“Gateway Solutions helped us increase sales”

At Gateway Solutions, CRM systems are our passion!  Our goal is to go beyond simple customer satisfaction. We strive for satisfied customers with whom we can develop long-term partnerships. In turn we enable our clients to secure customers for life.

  • Provide professional quality services.
  • Understand each business individually to better implement a solution.
  • Provide quickly deployable business solutions.
  • Provide cost effective solutions to all businesses.
  • Inform and educate clients about the processes involved in implementing a CRM solution, in easy-to-understand language.
LEAD TRACKING
Lead tracking CRM Software is a sales force automation system designed for the corporate marketing or sales department. The focus of the product goes well beyond contact management.

For less than the cost of a single ad campaign, our well-designed Customer Relationship Management (CRM) package includes modules for inquiry processing, campaign management, lead follow-up, customer quote/order forecasting and media analysis. From ready-to-use screens, one can easily import sales leads or magazine inquiries, merge print letters/labels, automatically e-mail leads to the field and run reports ranging from an analysis of territory performance to media source impact studies.

In a word, the closed-loop lead management system provides the ability to track each lead from assignment through sale.
SALES PROCESS AUTOMATION
What is Sales Process Management (SPM)? It’s simply the next evolution of Sales Force Automation (SFA), but it has leapfrogged traditional sales technology tools over the past decade to become a primary model for how companies interact with customers.

SPM combines a practical sales assessment on the front end with superior Web-based technology to maximize the return on investment (ROI) of a company’s sales productivity expenditures.

There’s no better way to gain balance in a company’s sales platform than to implement an effective SPM solution that captures the best practices of its top sales professionals.
CRM CONSULTATION & INTEGRATION

Gateway Solutions provides a comprehensive range of CRM-related services, from initial planning through follow-up project review, to ensure that your business/organization utilizes the CRM products to their  full potential. Our goal is to help you set realistic project goals and objectives and then provide whatever assistance you need to be sure that you reach them. As your partner, Gateway Solutions, is committed to the success of your project.

Very often businesses and organizations want to integrate their Customer Relationship Management system with other corporate database applications they are using, such as accounting software. This can provide your sales and marketing staff more complete customer information. Gateway Solutions has the knowledge and experience to achieve your integration goals effectively and efficiently.


Implementation Methodology

Implementing a CRM solution is just not software installation. It is a process of transforming a business strategy into plan, guided by defined processes and principles, including a project management methodology.

Gateway Solutions actively works with our clients on all deployments to ensure our solutions are specifically oriented to their business approach, and their industry and process requirements.
The phases of a typical CRM deployment project include:

  • Envisioning: Collaborative sessions conducted to identify, organize and prioritize functional requirements of the CRM solution, with a specific focus on user adoption
  • Planning: Development of a project plan, with a detailed estimate of costs, and milestones mapped against a schedule.
  • Development: The build your system in phases, incorporating design, configuration, and customization of the solution to meet project requirements, including rule-based business processes.
  • Deployment: Pilot testing by end user and IT groups, and then cut over (go live with new CRM).
  • Post-Deployment: Focus on product stabilization and post-project review to ensure the business objectives have been met.
CORPORATE TRAINING CLASSES AND RESOURCES
Our hands-on training classes are designed for people with little or no experience using any CRM software. Wen also offer more advanced training sessions are ideal for users who want to get more out of their CRM system. Class size is limited, allowing our instructors to closely coach students one-on-one.

You’ll leave our training sessions with a better understanding of your CRM software and how it can help run your business more effectively. For information on training, contact Rob Harrison, our CRM certified trainer.

Download the syllabus for our three GoldMine training classes: Introduction to GoldMine (101), GoldMine Intermediate (201), and GoldMine Advanced (301).Sign up for each training class at our Training Page.