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Customer Relationship

Management System

Goal:
To create a full Customer Relationship Management (CRM) product offering to the PEO market a need existed but no product or vendor was being actively marketed to the industry.

Project Description:
Using industry knowledge, having consulted with 5 different PEO's and insurance companies on CRM issues, configured an existing CRM solution for use in the PEO industry. This include development of a full business and marketing plan to launch the technology as the PEO industry CRM solutions market leader.

Results: 
Completed a $25,000 sale to a growing PEO to fund the development of the new product-line.

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