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CRM Optimization That Drives Results

3G Practice Consulting helps sales and service companies scale by optimizing CRM systems, streamlining operations, and aligning strategy.Ā 


We donā€™t just hand you the game plan ā€” we execute it. From data cleanup and migration to reporting and team adoption, we turn your CRM into a system that truly supports scalable growth.

CRM systems weā€™ve worked with include:

Multiple Crm Logos

Our CRM Optimization Process

Full Service 3G Phases

Gather

  • 3GPC LogoCGPCGP CRM summary & audit report
  • 3GPC LogoCGPCGP Data quality assessment
  • 3GPC LogoCGPCGP System migration & access setup
  • 3GPC LogoCGPCGP Security best practices
  • 3GPC LogoCGPCGP Permissions & role review

Generate

  • Data clean-up (completed by 3G)
  • Page layouts & field consolidation
  • Workflow simplification
  • Documented processes & team structure

Ground

  • Custom reports & dashboards
  • Cross-functional team training
  • Change management
  • Training resources
  • Adoption tracking tools
  • Reports & Dashboards

Individual Services

Audit & System Review

  • Structured excel audit
  • Clean-up direction
  • CRM system summary
  • Initial staff training
  • Future audit report setup

Workflow & Processes

  • Sales pipeline design
  • Client review workflows
  • Business operations processes
  • CRM intergrations

Dashboard & Reports

  • Activity tracking
  • Pipeline & pending reports
  • Workflow usage and reporting
  • RMDs, investment, product dashboards
  • Executive, sales, operation views

Full-service is billed hourly and delivers the best results as our team partners with yours to gather, generate, and ground these technologies, workflows, and processes into your teamā€™s daily routine. Individual services provide targeted tools to elevate your CRM with clean data and structured processes.

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