ClienteleExperts.ComClientele Experts - CRM Consultants and Remote System AdministratorsCRM ConsultingClientele HelpDeskClientele CRM

Expert CRM Consulting

I have personally helped with over 100 CRM implementations at companies like yours, from pre-IPO startups, to global Fortune 100 corporations. Whether you're a non-profit or a medical device manufacturer requiring FDA compliance, I can offer you cost-effective, real-world solutions for Customer Relationship Management (CRM) and Help Desk software.

When you're ready to make the most of your investment in CRM, it's time to call in the experts!

  • Implementation Project Management  
  • Business Analysis & Process Rework
  • Software and Database Development
  • Workflow Automation and Best Practices
  • Data Imports and Exports
  • Training for Users and Administrators
  • Custom Reporting and Dashboards
  • Version Upgrades/Migrations
  • System Administration (SQL DBA)
  • Electronic Data Integration (EDI)

Call or e-mail for a FREE quote!
(503) 720-5139 or help@clienteleexperts.com

Christopher Bates
CRM Consultant

Clientele Experts
help@clienteleexperts.com
(503) 720-5139 Voice
(801) 894-5686 Fax
PO Box 821
Gresham, Oregon 97030 USA


Free Resources:

  • Onsite CRM Training Setup Instructions   [Download]
  • Simple Start NetSuite Checklists   [Download]
  • Clientele CRM 7.x Full System Map (.GIF file)   [Download]
  • Clientele CRM 7.x Full System Map (.VSD file)   [Download]
  • Desiging Clientele Conductor Triggers   [Download]
  • JetComp Utility - Microsoft utility to compact and repair MDB files.   [Website]
  • REBUILD INDEX SQL Script - T-SQL script to rebuild all indexes on all tables in a given SQL 2000/2005 database.   [Download]
  • LogMeIn.com - Remote access software that allows ClienteleExperts.com staff to administer and deliver customizations right over the web!   [Website]

Customer Quotes:

"Christopher has that unique blend of deep technical skills and business savvy. He could always be counted on to complete his project deliverables and leave the customer in a very successful state. He was often requested by name by my customers. I would highly recommend Christopher."

- T.H., CRM Sales Executive, Epicor Software

"Christopher was always very technically capable of anything he was asked to do. What impressed me the most though was his ability to discern the proper solution for the business environment he was working on and his ability to communicate that to the customer. These skills are what make his current business successful."

- J.L., Stanton International

"My team was ready to 'rip and replace' the CRM solution we had in place. We called in Christopher to stabilize the system while we searched for a replacement. Christopher worked with my team to transform our implementation into a fully functional application capable of providing our staff with a 360 degree view of the customer. We wound up with a system that worked so well that we decided to expand into several new departments."

- S.C., CRM Business Analyst, Epiphany

"Christopher communicates clearly and he is confident. Attributes that are probably due to being good what he does."

- D.P., Sr. Knowledge Engineer, Epicor Software

"Christopher is very smart, creative and of impeccable character. You will be delighted if you have an opportunity to work with him."

- L.N., Access Computer Technology
©2004-2008. All Rights Reserved. PerspectiveOne LLC D/B/A ClienteleExperts.Com.   Terms and Conditions   Privacy Policy