Our CRM Technology Approach
Start with a Capable CRM Platform
Everest prides itself on being technology agnostic--meaning we use the tools that best fit your business model.
Today's CRM software landscape is full of capable, feature-rich tools.
Selecting among them can be difficult since the differences are subtle.
For most situations these days, we base our solutions on Salesforce.com and Veeva,
which have a competitive price, capable base configuration, and nearly infinite
customization and integration opportunities.
Extend the Platform
Salesforce.com and Veeva have a rich marketplace of extensions that can add capabilities with minimal configuration:
- Marketing tools like ClickDimensions and Salesforce Marketing Cloud
- Third-Party Mailing Interfaces
- Third-Party Line-of-business Add-Ins
- Feature and Function Utilities.
By carefully considering the add-ins first, we can reduce overlaps and conflicts while
optimizing solution effectiveness.
Configure and Customize
Modern CRM platforms support creation of custom data entities, fields, relationships, forms, and processes.
Any business process can be captured in CRM by mainly configuration.
With our Sherpa Middleware we can quickly integrate data from virtually anywhere.