The CRM Dude

My name is Tim Dailey. I'm a top performing Customer Relationship Management (CRM) professional with over 10 years’ experience implementing, configuring, customizing, training and supporting sales, marketing and operations teams with Microsoft Dynamics CRM, Business Development and Design. Extensive background with sales support combined with technical knowledge and System Administration has led me to become a valuable asset.

My role is to help lead the charge when it comes to CRM design modifications, training, reporting and overall strategy for implementation and adoption. Primary focus is CRM data integrity, efficiency and utilization for new business development, marketing, customer service and operations.

IMPLEMENT
CRM applications arrive without configuration to meet the needs of your industry, team, and processes. If you’re just getting started with a new platform, our team of Dynamics CRM Consultants can help you define scope, design the solution, build it to spec, deploy the application, import data, and improve processes as the system is adopted.

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CUSTOMIZE
The use of CRM applications often changes and develops over time. Usage may evolve inefficiently without proper standards in place for architecture, governance, process automation, and data management. Affirma has deep expertise customizing and redesigning CRM applications. We tailor a core set of proven methodologies to improve user experience, streamline process, and reduce administrative burden.

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MIGRATE
There are many risks involved in migrating or consolidating CRM platforms. Best practices in data management and process integration are crucial. If you’re organization is leveraging multiple CRM systems across sales, marketing and service teams, our Dynamics CRM Consultants can help you build a centralized platform. Our team works with you to break down silos, enhance reporting capabilities, and inspire collaboration.