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CRM Consulting

Implement a CRM to empower and enable your staff to sell more
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Customer relationship management (CRM) software can be complex and overwhelming. It typically involves using data analysis to study large amounts of information relating to your customers and the impact of those engagements on your business. tbk can assist with CRM set-up and optimizations to help build a refined workflow that gives you a 360-degree view of your valued customers and helps you close more deals.

Types of Services

Auditing

tbk can audit your current operations and provide CRM software solutions recommendations.

Implementation

tbk can work with leading CRM software solutions and integrate the right one into your company’s operations.

Integrations

tbk can perform integrations amongst your critical business systems to improve your overall operations.

Staff Training

tbk can onboard and train your staff on the new CRM solution as well as provide ongoing support, making way for a smooth and empowered transition to your new platform.

CRMs We Work With:

Stages of a CRM Consulting Project

  • 0 Discussion (Book a Call)
  • 0 tbk Prepares a Plan / Statement of Work
  • 0 Client Approves Project
  • 0 Audit, Research & Consulting Occurs
  • 0 Development & Integrations if Applicable
  • 0 CRM Software Updates & Integrations Completed
  • 0 Onboarding & Training the Client's Staff
  • 0 Project Completed
  • Ongoing Consulting & Enhancements as Needed

Close more deals with more visibility into your customers

With over a decade in business, 10+ developers, and over 200+ platforms built, tbk can help select and integrate or build the right CRM solution for your company.

96%

Client Retention Rate

10+

Years in Business

10+

Developers

8x

Top Web Design Provider in London, ON (Consumer Choice Award)

400+

Websites & Platforms Built

40+

International Web & Digital Marketing Awards

Why Hire tbk?

At over 40 staff, tbk is comprised of technology specialists (i.e., over 10 software developers) as well as marketing and business consultants who have the experience to make practical recommendations from an 360-degree point-of-view.

Did you know ~90% of our clients are referrals?

If you didn’t get a warm referral to tbk, we’re happy to connect you with a client. You’ll learn people trust us to deliver best-in-class marketing.

Awards & Accolades 

Our Reputation

Google Reviews

4.6

23 Reviews

Client Retention

96%

Thanks to you and your team for making this dream come true!

I wanted to share with you the incredible impact our new portal has had on our operations. First: Parents love it! All the information is in one place and the fact that it is bilingual reflects our true values. It takes parents less than 15 minutes to fill out a registration form comfortably from home. Once they have an account, it is easy for them to add another child. They can also find all the necessary resources in their account such a Parent Guide, Menus, etc. Second: Our operations have also benefited greatly from it. Because parents have to fill out all the required information online in order to register, all the forms we receive are complete. We can also manage different lists based on the data we have in the portal which is very valuable to us. The process is simplified and all needed information is now on one form. Thanks to you and your team for making this dream come true!

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Melissa McInerney

CEO

  • All inquiries are responded to within 1 business day.