CRM Solutions

Engagement, trust, relationship, loyalty—
reap the rewards of 'people-first' technologies.
CRM illuminates your critical connections.

Tokara Offers Unmatched
Salesforce Resources

Tokara fields top-tier Salesforce resources, as well as a select set of hybrid Pivotal/Salesforce engineers, developers, and consultants, whose expertise allows them to operate fluidly and effectively in and around all flavors of CRM, handling the full suite of Salesforce applications as well as Pivotal-to-Salesforce transitions.

Explore Your CRM Software Choices!

We deliver a full suite of end-to-end
CRM solutions to our clients every day.

Know Where to Start.

  CRM Evaluations

While most clients know precisely the outcomes their business needs to achieve, most are also less certain about the current state of their technology (functioning with their people and processes), or how to compare and evaluate potentially competing solutions with regard to ‘best fit’ for achieving the business results they’re looking for. That’s where we come in.

Think Big Picture.

  CRM Strategy & Planning

We know the best outcomes are achieved when clients are able to integrate and optimize the mix of people, processes, and technologies they’ve invested in to reach their unique business goals. That’s why the Tokara team works hand-in-hand with clients to define strategy that aligns their existing and new assets and priorities with the results they need to achieve.

Act as Trusted Advisor.

CRM Consulting

At the center of every engagement is consulting. And because we partner with the leading ‘people-centric’ software companies (Salesforce, SugarCRM, Marketo, QlikView, etc.), we are able to truly act as trusted advisors and honest brokers to our clients—designing the best solution using the best technologies for their unique requirements and use cases.

Have a Bias for Action.

  CRM Implementations

Implementation transforms strategy into business value. So whether our clients want to migrate from legacy software, implement a new technology from the ground up, or even buy themselves some time by bridging the gap between the old and new, our technical depth means the solution we implement will maximize their return on technology investment.

Make It Personal.

  CRM Customizations

We always start by ensuring clients can access all the standard functionality a technology offers, but when unique business requirements demand a bit of code tweaking to perfect the alignment between the client’s needs and what the technology delivers, our developers are available for any needed customizations.

Deliver Reinforcements.

  CRM Staffing

At the end of the day, customer enablement is why we’re here—and we know what the client needs is rarely ‘one size fits all.’ So whether they’d like us to transfer knowledge through on-site training of an individual or a team, or simply to put one or more of our own team members with specialized skills in place for a period of time, we’re ready to make it happen.

Unsurpassed
CRM Expertise

Our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your project entails, we can deliver the results you need.

18

Average Years in CRM Consulting

621

Number of CRM Implementations

97.6

Our Client Service Rating

20

Average Years in Tech Consulting

"Thanks to the influx of customer data from social media, e-commerce and mobile devices, companies have more data on their consumers than ever before. Yet, without the means to act on this data—or extract meaningful insights—businesses are struggling to understand their customers any better than they did in generations past."

—"4 Keys to Closing the Customer Experience Gap," Harvard Business Review

Tokara CRM Resources & Downloads

(Click thumbnail to view and access download options.)

Sugar Platform (Tokara Solutions, Datasheet)
Sugar Sell (Tokara Solutions, Datasheet)
Sugar Serve (Tokara Solutions, Datasheet)
Managed Services (Tokara Solutions, Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
VisualForce Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Apex Development Salesforce Consulting Services (Tokara Solutions, Datasheet)
Hosted Salesforce Integration Services (Tokara Solutions, Datasheet)
Salesforce Platform Consulting Services (Tokara Solutions, Datasheet)
Salesforce Marketing Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce Service Cloud Consulting Services (Tokara Solutions, Datasheet)
Salesforce CRM Consulting Services (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
Professional Services (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.