The EFPR Group of Companies

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation.

CRM Systems Selection, Implementation & Consulting

Lasting growth comes from closing sales and managing relationships.

Customer Relationship Management (CRM) gives you insight into your entire sales pipeline and each interaction with prospects and customers. The more salespeople and leads you manage, the more you benefit from a CRM system that truly fits your business.

The right CRM system will provide:

  • More available, timely and accurate information for decision making
  • Full life-cycle management of leads
  • Better enforcement of best practices and stronger customer relationships
  • Integration with web, marketing, and customer systems
  • Enhanced data integrity and security
  • Scalability to support growth

Who do you trust and where do you start?

We can provide objective comparisons of your CRM system options—standalone or integrated with your ERP system. We can help you implement a systematic approach to managing your pipeline, give better visibility to prospect, lead, and customer data, and automate many of your sales and marketing functions.

You can rely on us for:

  • Needs Assessment
  • Software Selection
  • Business Process Reengineering
  • Setup and Configuration
  • Integration and Data Conversion
  • Testing, Training and Go-Live Support


Call us today!