About CRM Mastery

CRM Mastery was founded by Jim Berkowitz, a 30-year CRM veteran who believes that growing Small and Mid-Sized Businesses are faced with a conundrum -

"Selecting the right CRM software and planning for an implementation that delivers measurable business growth are not tasks that most small or mid-sized businesses have the resources, time or expertise to tackle on their own.  But, to-date, there hasn't been a cost-effective source for help; traditional CRM consultants are too expensive while most of the low cost alternatives just don't do the job."

CRM Mastery seeks to fill this marketplace void by offering affordable CRM Technology Coaching services that use technology-enabled tools designed specifically to help rapidly growing small and mid-sized organizations to make the "right" CRM technology buying decisions.

Company Mission -

CRM Mastery's mission is to help organizations to find and use technology that will allow them to become more customer-centric, enhance the customers' experience and maximize customer loyalty.

  

  

 

"Your advice was priceless and we would highly recommend you to anyone else traveling down the CRM selection path."

 Russ Dworshak
Regional Sales Manager
Compressor Systems, Inc.

 

    

"I have the utmost respect for Jim's insights on how a company can leverage CRM systems to obtain, keep and grow customers.  He knows what's going on in the industry and willingly shares best practices."

 Jill Konrath
Chief Sales Officer & CEO
Selling to Big Companies

  

 

"Jim Berkowitz, is one of the most thoughtful guys in the CRM industry today."

Jay Curry
Principal, Jay Curry Associates
Author of "The Customer Marketing Method"

 

The CRM Mastery Difference -

Here are some of the key things that differentiate CRM Mastery from other CRM consulting options:

  • We're software independent and offer unbiased CRM software evaluation and selection assistance.
  • We're affordable; many of projects are completed for under $8,000.
  • We don't tell you which CRM solution to buy.  As CRM Technology Coaches we guide you through a proven methodology so that you and your team can select, with confidence, the best CRM solution for your organization.
  • Our technology-enabled tools and resources help us to complete each project as quickly as possible; typically in 90 days, or less.
  • Our web-conferencing and online project collaboration tools make managing your project painless.  Everyone on your project team will have more frequent, focused, productive and cost-effective access to project information and will be able to collaborate 24/7 using any computer with web access.
  • Our CRM Mastery web site, including our award winning weblog offers unsurpassed CRM industry news, best practice and product information and our CRM Technology Directory, offers the most comprehensive and buyer-friendy source of information on available CRM technology solution offerings
Our Commitment to You -

From a business standpoint, we ourselves are a small, cost-consious organization that's commited to the kind of relationship we think you'd want in a strategic business partner:
  • We're easy to work with.
  • You can trust us to deliver on our promises.
  • We're accountable for our actions.
  • We're responsive to your needs.