Revolutionizing Your Process of Managing Customer Relationships

Our consulting team understands your need to manage information about leads and customers to help your team with a customer relationship management (CRM) system that serves as a centralized repository of customer, vendor, and partner information. Our team offers CRM services for businesses across multiple industries and company sizes such as providing business process analysis, design, and re-engineering to make sure your business gets the most out of your CRM.  We offer custom configuration and optimization through our partner NetSuite’s CRM solution and conduct organizational change training to ensure that your staff knows how to use the product.

Key Benefits:

  • Streamlines lead-to-cash processes
  • Elevates productivity across the organization with a 360-degree view of your customers
  • Improves sales performance through forecasting, upsell and commission management
  • Manage global sales and services organizations

Why Hein?

5-star-award-2015

NetSuite. Done Right.

  • Dedicated to NetSuite.
  • Former industry professionals analyze your business needs to provide a customized implementation
  • Consultants with management experience in roles such as CFO, COO, Controller, Accounting Manager, Investor Relations, Marketing, Sales Operations, and System Administrator
  • Implement best practices and internal controls
  • Thousands of hours of training each year for our team of consultants

Whether you are just starting to learn about CRM or you’re an experienced user looking to change to a cloud-based solution, we have the resources and experience to guide your organization in this process.

Please contact netsuiteinfo@heincpa.com for more information or call 877-554-7735.