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RJM Advisors 
A
CRM Consultancy

Helping to transform your business -- one solution at a time.

Welcome to RJM Advisors

Where we transform your business using CRM strategies and solutions.

What is CRM anyway?

CRM is short for Customer Relationship Management. It's like a friendly assistant for businesses. Helping customers get the right message at the right time in the right way.

You know how sometimes you meet someone and you remember details about them? Maybe you recall their birthday, how they take their coffee, or that they love reading. 

Now imagine if a business could do that... remember the important things about their customers in order to make their interactions feel personal and special. 

That's CRM!

RJM Advisors is a CRM Consultancy

So... what does that mean exactly?  

Essentially, we're mapmakers. We help you understand the customer-interaction landscape, figure out where you want to go, and chart a course. The world of CRM can be a confusing place, so we'll design the roadmap you need to navigate a path to CRM success.

Maybe you're a small business trying to manage and better understand your subscribers. Perhaps you're part of a larger business looking for more detailed information in regards to your data. Or you could be a big organization wanting better insights into all areas of the sales pipeline. 

Regardless of your size or scope, the ultimate key to your success is connection. Connection to your vision, goals, and most importantly, your customers.

Whether you're looking for insights at the most basic level or you're seeking guidance through a major CRM software upgrade, overhaul, or adoption, we've got you covered. We take great care with each project and client, creating a solution that is tailored specifically for the success of your organization.

CRM Services

Assessment

Where are you?

We deep dive into the current state of your business.

Tailored Solutions

What's your map look like?

What your business needs to be successful.

Select the Software

What do you need to get there?

If applicable, choosing which CRM software is best for you.

Project Management

Okay, but how do you get there?

Implementation phase, where we work together on what success looks like for you.

ROI

What's the best route?

Driving the highest return from your CRM investment.

Guidance & Support

What if you get lost?

We're with you every step of the way ensuring success in the short- and long-term.

Customer Retention

Did you just find your happy place?

Better understanding your customers leads to higher customer retention and spending. 

Contact Us

Thank you!

Reach out today. 

Initial consultation is FREE!

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