Phase Seven Consulting

We provide one-on-one installation, implementation, training, and troubleshooting for various CRM applications both remotely and onsite. We will assess your business needs as well as typical daily workflow and help you determine a management software solution that’s right for you. We also provide training on how to integrate the leading methods of project management and productivity and various CRM applications (i.e. Daylite, Salesforce, Merlin) to provide well-balanced, low-stress work environment.

We offer various software solutions along with implementation, training, and support, however we always highly suggest designing a productive workflow using and integrating Daylite. Daylite is the leading CRM and productivity manager application available on the macintosh. It is one of the most powerful systems we have seen as far as tracking and managing sales leads and contacts. It is definitely the excellent choice and the ultimate CRM for the mac.

Although we do not limit our services to Daylite, a large majority of consulting work deals with helping our clients gain the highest productivity and utmost use from Daylite. We believe Daylite to be the preeminent and most efficient CRM of any other like-application.

Our company has a combined experience of over 40 years; we have been incorporated since 1993. We have developed software and program databases professionally. We provide a range of services, however, we specialize in project management and the productivity managers/CRMs such as Daylite, Salesforce, Merlin, Lightspeed, Outlook, and ACT!.

Software Solutions:
Daylite
Billings
Salesforce
Merlin 2
Parallels
Adobe products
Lightspeed
Outlook
ACT!
MySQL

1. Review with client business needs in terms of customer relations/sales management software
2. Discuss software possibilities and determine an appropriate application choice
3. Installation and software implementation
4. Establish any necessary database networking
5. Basic training on software application
6. Further consultations if needed—training, customization, and troubleshooting

Key Points

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