Customer Relationship Management

An over 8x ROI on CRM Projects Makes the Investment Painless
(See details of Nucleus Research Report at ImproveIT360)

CRM is a foundation for improving Customer Experience

  • Integrate web forms for lead capture into CRM
  • Post social media content from your blog
  • Manage Email subscribe for newsletter and promotions
  • Put your Email marketing on auto-pilot
  • Segment customers based on sales or responses
  • Measure campaign returns and responses by segment
  • View your business health on an Executive Dashboard

Benefits by Business Function


  • Close deals faster
  • Manage contacts, leads, and territories
  • Enable pipeline analysis
  • Improve sales processes
  • Track activity


  • Automate and track campaigns
  • Target prospects and customers
  • Measure campaign results
  • Manage marketing lists
  • Enforce standard messaging


  • Track appointments
  • Track service cases and outcomes
  • Verify service entitlements
  • Improve customer service
  • Schedule service resources


  • Monitor health with dashboards
  • View complete customer history
  • Standardize business processes
  • Manage work assignments
  • Track opportunities and orders

Our CRM Technology Approach

Start with a Capable CRM Platform

Everest prides itself on being technology agnostic--meaning we use the tools that fit the problem being solved.

Today's CRM software landscape is chock-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 Microsoft Dynamics CRM 2013, which has a competitive price, capable base configuration, and nearly infinite customization and integration opportunities.

Extend the Platform

Microsoft Dynamics has a rich marketplace of extensions that can add capabilities with minimal configuration:

  • ClickDimensions Marketing Automation
  • 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 conflcts while optimizing solution effectiveness.

Configure and Customize

Microsoft Dynamics CRM supports creation of custom data entities, fields, relationships, forms, and processes. Any business process can be captured in CRM by mainly configuration.

For more flexibility, JavaScript, and the Microsoft Dynamics CRM SDK give us nearly limitless capability to extend and customize Dynamics CRM using the .Net Framework.

Finally, there are a variety of tools to enable data migration, data integration, and interactive data sharing between CRM and nearly any other system, service, or data store.

Microsoft Dynamics CRM's rich feature set and ability to customize with .Net Framework make it an excellent starting point for any customer-centered project.

G. Umstead, President


Cloud or On-Premises

Microsoft Dynamics CRM is available in the cloud, on-premises, or hosted by Everest.

Complete Customer Tracking

Track all customer data, activity, and interaction in one place.  Throw away that box of business cards and paper files.

Mobile and Tablet Apps

Dedicated apps for iPad, Surface, and iPhone allow you to work where you are.  Mobile enabled websites for all mobile devices.

Completely Customizable

Adding fields to accounts and contacts takes minutes.  Creating custom entities and business processes can simplify your CRM and enable your unique business processes.

Easy to Integrate

Perhaps the best feature, even though it's often hidden.  We can integrate CRM with virtually any system or data source through data services, web services, and other technologies. The possibilities are endless.

Visualize CRM Data

Visualize any CRM data as an interactive chart with the click of a button.  Drill-through data visualizations enable self-service analytics.

CRM is at Home on Any Device

Microsoft Dynamics CRM is available in formats for any device.  This allows your mobile team members to see just what they need when on the road, but maintain full access when they have their laptop.


*Please contact us for pricing.

Sales Starter

Hosted CRM that can be ready in a week

  • 1-10 users
  • Cloud-based Implementation
  • Lead and Customer Management
  • Sales Processes and Opportunity Tracking
  • 2 Data Loads, 10 custom fields
  • Outlook Integration


Multiple business processes and Marketing Automation

  • Sales, Marketing, and Service
  • Marketing Automation
  • Website lead form and landing pages
  • Email Template Editor
  • 5 Custom Entities
  • 180,000 Emails/year


Complete and Integrated Solution

  • 600,000 Emails per year
  • E-Commerce Integration
  • ERP Integration
  • 10 Custom Entities
  • Streamlined User Interface
  • Customized Mobilie UI

Additional Customizations Available

User Experience Streamlining

Hide all unused features and content to simplify the UI for one or all classes of users.

Integrate to ERP

Integrate customers, products, prices, and orders to QuickBooks or any ERP System.

Mobile and Tablet

Dedicated apps for iPad, Surface, and iPhone can be customized for your data fields and custom entities.

Completely Customizable

Add custom fields to built-in entities, completely custom entities, and business processes to support them.

Web Services Integration

Web services APIs enable interfacing to a world of sites, services, and data.

Create Dashboards and Charts

Visualize any CRM data as an interactive chart with the click of a button.  Dashboards of charts can be assembled quickly.


Social Media