Project Management  –  If you don’t know where you’re going, any road will take you there.


Some companies will attempt to implement a new CRM system by installing software – and then trying to figure out what to do with it. This usually leads to a long and costly detour.

First Plan can help you map a path to CRM success.

With over twenty years experience with the widest range of CRM technologies and methods, we can help you design and implement a system tailored to fit your specific needs.

First Plan project management services include:

  • CRM opportunity assessment
  • Marketing, sales and service process improvements
  • Inside Sales Department Development
  • Software recommendations and trial run testing
  • Web site enhancement and search engine optimization
  • Change management & user adoption
  • Reports Development & automation

Please Contact Us today to discuss your priorities for business improvement.

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