CRM Consulting with AspenTech

Utilizing the power of Zoho or Act! (formerly Sage Act!) as your CRM can dramatically impact the way you do business. Either CRM is useful right out of the box, but CRM optimized for your business is amazing! AspenTech Consulting Group offers a comprehensive CRM Solution — a set of tools that communicate, record, measure, analyze and report — all to increase productivity and improve your bottom line.

At AspenTech Consulting Group, we are Zoho CRM and Act! professionals who understand that every organization is unique. Our job is to understand and support your project from planning and design through implementation, training and beyond. We work with you to evaluate your business goals and objectives and map your CRM implementation strategy to meet your business needs.

Each CRM project mandates its own unique approach. The steps below highlight components that more complex projects typically include. Sometimes, though, designing a project is a little like ordering take-out: you pick one from column A and two from column B and end up with exactly what you want. That’s AspenTech’s strength – tailoring each Zoho and Act! solution to your unique needs.

Initial Meeting

We become acquainted, either by phone or in person. This is our opportunity to get a general understanding of your requirements and project budget, and your chance to get a sense of who we are. This first meeting usually takes about an hour and helps us decide if we’re a good fit to be working together – if it’s a go, we’ll move forward to the Needs Assessment stage. There is usually no charge for the initial meeting.

Needs Assessment

Our first priority is to understand your requirements. We meet with key representatives of each department who will be using the CRM system or who require reports based on the data that is gathered. Based upon this analysis, we develop a scope of work for your customized CRM solution.

CRM System Survey

We help you review the technical specifications of your existing systems and recommend any upgrades or modifications necessary for a successful CRM implementation.

Act! Hosting Services

There are times when the best deployment method for your business is to host the Act! system in the “cloud” rather than on your own server. AspenTech provides cloud-based Act! hosting services for real-time web-based access as well as offline synchronization users. Whether your business is local, global or anywhere in between, we can make your CRM system a success and with no server or network investment on your part.

CRM Software

As a Zoho Alliance Partner and Act! Diamond Resellers we’ll handle all your software requirements.

Design & Review

Based on the scope of work, we design your custom database components, create a plan for sharing data amongst remote users, develop document and report templates, and determine if third-party add-on products are appropriate for your solution. A prototype of your CRM system is presented for your comments and approval.


Often organizations must migrate and merge current data from existing systems. We’ll convert the data if necessary, and import the information into your new CRM system.


We install and configure your custom CRM system, and integrate any third party software.


CRM training is critical to the success of your project and towards achieving your desired ROI. As training specialists we combine your business process requirements with “what’s in it” for the end user so that everyone understands the benefits of mastering your CRM system. To that end, we provide both end-user and CRM administrator training. Your training can be on-site or off-site, basic or comprehensive, depending on your needs. We can also train remotely via the web. Our goal is to make you as self-sufficient with your CRM system as you desire. Of course, we’ll also remain available to assist in any way we can.

Technical Support

We provide ongoing technical support through a variety of support options and remain available to answer any and all of your questions.

Find out more about customizing a solution that’s right for you.