In today's rapidly changing marketplace, it is ever so important to have experience by your side when implementing and customizing your Customer Relationship Management (CRM) solution.  Point2Point Solutions has over 30 years of dedicated CRM application knowledge available to provide you with a solution tailored to your industry's needs.  Our ability to work with a wide range of customers, from Fortune 500 companies to Internet start-ups, allows us to provide the insight and the know-how to develop solutions demanded by today's customers.

To help you achieve this goal, Point2Point Solutions offers the following services:

Consulting Services

From installations to implementations to integrations, Point2Point Solutions offers the expertise to get the job done right and on time.  Our dedicated staff will work with you to ensure that your CRM application not only provides the ultimate customer experience, but also is streamlined to satisfy your employees' needs.

Product Services

Has your sales team ever had the need to send customized, bulk emails, or needed leads automatically routed to the appropriate person, or needed a way to easily import leads from their desktops?  Has your administrator ever dreamed of an easier way to manage business rules, configuration items, and auto-destination rules?  If so, we have tools to help you out.  Why should you pay to reinvent the wheel when we already have the tools that meet your needs?  Through our past customer relationships, we have taken common requests from our customers and developed tools to make these jobs a little easier.

Product Solutions

Database Porting Services

In today's changing IT environment you might be faced with a requirement to port your Clarify system from one database platform to another.   Perhaps you have outgrown your existing platform?  Perhaps you need to standardize on a single database platform?  Perhaps your group has spun off into a new company and you need to downsize your database platform?  Point2Point Solutions, and its founders, have performed numerous successful Clarify ports, mergers, upsize and downsize operations for our customers over the last 5 years.  If you have the need for database porting services we can do the job quickly and correctly the first time.

Training Services

One common feature of all CRM applications is that they are customized specifically for your needs.  Training on the out-of-the-box product may not be sufficient to explain your unique environment and workflow.  Let us develop and deliver customized training classes for your employees to help them get the most out of your CRM system.  

To be a continued assistance for your employees, we can also create a customized Help system, which can be accessed directly from the application.  This Help Guide will come complete with a set of your own customized screens and workflows.

Outsourcing Services

Want all the functionality of an in-house system, but also want to leverage the expertise of people dedicated to providing CRM solutions?  We can work with your existing Application Service Provider (ASP) or examine a solution with one of our ASP partners to provide a solution monitored 24 hours a day, seven days a week.