Solutions for Consulting & Professional Services
Take a look at our experience and expertise deploying CRM and Marketing Automation in the consulting and professional services industry below including process design, application customization, data and application integration, installation, training, and support.
Featured Consulting & Professional Services Case Studies
UpCurve Cloud and Sugar have Helped BASIC Streamline and Reap Huge Time Savings.
BASIC needed to streamline their business processes. UpCurve Cloud and Sugar helped them save time and money with simpler processes and better technology.View Case Study
How VetAdvisor Has Leveraged Sugar to Support and Manage the Company’s Unique Mission.
Sugar is a key part of VetAdvisor’s processes that helps veterans step away from the battlefields and re-acclimate to life at home. By leveraging Sugar’s robust functionality and easy, cost-effective customization, VetAdvisor now has a powerful CRM-driven system that complements the work of the coaches and increases the probabilities of a veteran’s successful transition to civilian life.View Case Study
Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin
Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.View Case Study
Featured Consulting & Professional Services Projects
We helped a mid-size enterprise consulting company, seeking to reduce CRM licensing costs, convert from Salesforce to Sugar.
Featured Consulting & Professional Services Webinars
Consulting & Professional Services Blog Articles
UpCurve Cloud has achieved Elite status, SugarCRM Global Partner and North American Partner of the Year.Read More
Consulting & Professional Services eBooks & White Papers
The Dynamic Duo: CRM + Marketing Automation Working Together
A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.Download White Paper
Best Practices for CRM User Adoption
Our white paper provides 10 things to consider when implementing a new CRM system to avoid project failure and increase user adoption.Download White Paper
Best Practices in CRM Data Migration
Best Practices in CRM Data Migration outlines a proven framework, along with many CRM data migration tips that both CRM customers and migration developers may find useful.Download White Paper