CRM Solutions

CRM Solutions

The right team, the right product, the right experience, and the right planning will make you confident in your CRM implementation success.  Data Select Group specializes in CRM strategic consulting, development, managed services, and systems integration for the financial services industry. From small modifications to large enterprise engagements, we have the expertise to provide the right team for any SugarCRM project. SugarCRM’s customers of all sizes rely on our services.

We help our customers at all levels of the Financial Services community

Data Select Group provides sales and customer support solutions that connect Financial Services Providers, Advisers, Brokers, Institutions, Employers, Individuals and their Dependents.

We help our customers find and close more sales, differentiate themselves, support and retain their existing clients, and run their business.

A SugarCRM solution tuned for Financial Services

Data Select Group leverages its deep experience working with our 200+ financial services customers to create SugarCRM implementations tuned for the special requirements common to the industry. 

We have enhanced the core SugarCRM product and, when coupled with our experienced team, can deliver a complete solution.  Our Financial Services package provides features such as: 

• Multi-level relationships to describe the business objects that exist in an end-to-end solution. 

• Commission / Bonus management and tracking.

• Request for Quotes tool.

• Group Benefits census and enrollment.

Our complete solution approach has these benefits:  

• Reduced deployment time and costs

• Immediate productivity

• Maximized user adoption

Successful Solutions

Data Select Group are the open source solutions experts that instill confidence in a successful solution.  Our team members provide an extensive background in business analysis, solution design, architecture and implementation.  We leverage a formal process background to augment client initiatives with professional and reusable software and methodology.  

SugarCRM is one of our specialties.  Data Select Group has been a SugarCRM solutions provider since 2004, helping companies realize their business goals through successful SugarCRM deployment and customization.  We have substantial experience in the entire CRM implementation life cycle, from strategic planning to long term support and maintenance.

The Data Select Group team has solved business problems in a broad range of industries such as financial services, software products & services, business to business services, media & information, retail, consumer goods manufacturing, and insurance. 

Consulting

Business process review

Deployment planning

Technology assessment

Current situation and Gap analysis

Visualization (prototype) development

Implementation Services

Software Customization

Systems Integration

Data Migration

Training Services

End-user training

Development team training

Support Services

Hosting and on-site installation support

Database administration

On-going technical support and services