Saratoga CRM

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, 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.