CRM Support and Adoptions Teams

One of the most challenging aspects of implementing enterprise software systems is user adoption. Our concierge support and adoption teams can help maximize your investments in these systems.

Operations Teams

Your existing enterprise operations need ongoing application and technical support. We embed with your teams, learn your software systems and processes and help increase the responsiveness and effectiveness of your technology investments.

  • Ongoing System Customization and/or Configuration Requests
  • Data Conversions
  • Report, Brochure or Microsite Generation
  • Stacking Plans, Site Plans
  • System Documentation, Training Materials
  • Internal Blogs and Newsletters promoting Usage
  • New User Training and Onboarding
  • Personal Assistant /Virtual Assistant Concierge Support
  • Lease Abstraction
  • Data Entry

CRM Support Specialists

Our team members are trained as power users of your systems and can help onboard and promote the usage of your sales, marketing teams.

  • We Create and Manage Training Materials
  • We Conduct Training Webinars
  • Application Support
  • We Manage Escalations to Appropriate Software Vendors
  • We Provide Virtual/Personal Assistant Services to Users
  • We Take on Research Tasks
  • Data Entry and Validation
  • Blogs, Videos and Newsletters


Marketing Administration Support

  • Data Research
  • Listing Brochure Design
  • Stacking Plans, Site Plans
  • Property and Listing Microsite Development
  • List Management
  • Research

System Administration

  • User Provisioning and Rights Management
  • Data Cleanup and Research

IT System Administration/DevOps

  • 24/7 Monitoring and Support
  • System Maintenance