Services for public and private colleges and universities, community colleges, continuing education programs, preparatory and private schools, trade schools and other institutions of learning, including:

• Recruiting/Admissions
• Retention/Advising
• Advancement/Alumni/Foundations
• Back-office Administration

akaCRM is an official Salesforce.org partner and is designated by Salesforce as a Higher Education Specialist and Lightning Master. Our Education Practice Leader was recruited from the industry and is supported by a team of certified Education Cloud Consultants which support and advise clients on the Education Data Architecture and related technologies. akaCRM has completed more than 200 engagements for over 70 colleges and universities. akaCRM is represented on the Salesforce.org Partner Advisory Board.

Improving patient engagement and experience by delivering seamless solutions for provider, medical device, biotech, pharma, and healthcare focused technology/management companies.

Support for Business-to-Business (B2B) organizations:

• Lead Generation & Marketing Automation
• Sales Operations & Pipeline Management
• Partner Relationship Management

akaCRM is an official Salesforce partner and is designated by Salesforce as a Sales Cloud Specialist and Lightning Master. Our team of certified Sales Cloud, Service Cloud, Community Cloud and Marketing Cloud/Pardot Consultants are here to improve the result of your relationships with your clients, partners and other constituents.

Supporting investment advisors, insurance companies and other financial services providers with enabling technologies and strategies to develop, deepen and retain client relationships. Focus areas include:

• Business Analytics
• Business Development and Relationship Management
• Contract Lifecycle Management (CLM)
• Customer Lifetime Value
• Risk Management
• Upsell Strategies

akaCRM is an official Salesforce partner and is designated by Salesforce as a Sales Cloud Specialist and Lightning Master. Our team is lead by an executive from the commercial and investment banking industry and joined by certified Salesforce and Conga professionals. akaCRM has completed engagements for more than 70 financial services organizations.

We help organizations of all sizes with their CRM needs across new implementations, post-implementation support, integration, training and data services.

• Marketing Automation/Customer Engagement
• Automated Document Generation
• Hotel Management
• Analytics
• System Integration & Data Services

akaCRM is an official Salesforce partner and is designated by Salesforce as a Sales Cloud Specialist and Lightning Master. Our team of certified Sales Cloud, Service Cloud, Community Cloud and Marketing Cloud/Pardot Consultants are here to improve the result of your relationships with your clients, partners and other constituents.

We help law firms and legal departments of all sizes with Contract Lifecycle Management (CLM) needs as well as constituent management for clients and other third parties.

• Contract Request Management
• Contract Generation & Approvals
• Contract Negotiation
• Electronic Signature
• Centralized Repository
• Lead Cultivation
• Time & Billing
• Conflict Checks
• Client Matter Management
• Scheduling
• Mediation Management

akaCRM is a Conga Contracts Gold Certified Partner. Our team of Conga Contracts certified administrators support and advise clients on the contract lifecycle management processes and related technologies. 

• Release Management
• Bug Tracking
• Renewal Management
• License Management
• Upgrades
• Revenue Recognition

akaCRM is an official Salesforce partner and is designated by Salesforce as a Sales Cloud Specialist and Lightning Master. Our team of certified Sales Cloud, Service Cloud, Community Cloud and Marketing Cloud/Pardot Consultants are here to improve the result of your relationships with your clients, partners and other constituents.

akaCRM supports and has experience with a broad group of additional industries. Contact us to learn how we can improve your results.