Learn, Grow, and Achieve Success

Services We Offer

Let Us Help You be Successful

Services Offered

We work with a wide range of CRM products, including GoldMine CRM, SugarCRM and Zoho CRM. Our services run across the system development lifecycle from development, implementation and maintenance to testing, upgrades and managed services.

Successful CRM Strategies & Processes

Process Design

CRM is a key tool for serving valuable solutions to customers and maintaining healthy relationships with them. Proper planning an essential element for successful CRM implementation along with the step-by-step development of processes and ongoing support and maintenance. The Trainer’s will work with you and your team through mapping out key processes that can streamline and work with existing company procedures.

  • Improved Customer Relations
  • Maximize Up-Selling and Cross-Selling
  • Better Internal Communication
  • Customer Account Management
  • Optimize Marketing & Lead Generation
  • Customer Service and Help Desk Management
  • Customer Profile & Real-Time Data
  • Automation of Everyday Tasks
Schedule Consultation

Bridge the Gap Between Business Tools

Data Integration

At The Trainer’s we are a team of dedicated and skilled professionals with expertise in CRM development and integration. Our Development Team can take CRM beyond what is capable using the out-of-the-box tools. Allowing your organization to streamline data throughout all key systems.

  • Web Services / REST API / SOAP Services

  • Legacy Systems / ERP Integration

  • Real-time & Batch Integration

  • Scheduled Data Exports / Imports

  • Third-Party Integration

Schedule Consultation

Integrate With Other Business Applications

CRM Migration

Whether you are switching from a manual method or migrating to a new CRM software, you will have to convert data. Moving data to a new system can transform your organization. When it’s done well, your people adjust comfortably and thrive on the new system. When it’s not done well, you lose revenue, time, and credibility.

Our team of CRM Experts will take you through the conversion process from data cleanup, establishing a timeline, process, data mapping, testing, and successful roll out.

  • CRM to CRM Migration Services
  • On-Premise to Cloud and Vise-Versa
  • Database Migration Services
  • Microsoft Outlook & Spreadsheet Conversion
Book an Appointment

Build, Maintain & Strengthen your Customer Relationships

CRM Development Services

The Trainer’s specializes in developing custom solutions for GoldMine CRM, SugarCRM and Zoho CRM. We have over a decade’s expertise in developing and deploying custom features of traditional as well as innovative CRM applications. Our developers work closely with your organization to evaluate your established business processes and practices, establish an understanding of your business model, recommend suitable action course, develop solutions and render an ROI-centric strategy.

  • Automating Sales, Support & Marketing
  • Migration And Porting
  • Custom Workflow Development
  • Integration With External System
  • Application Integration
  • 3rd-Party Integration Development
Schedule Consultation

Business Intelligence at your Finger Tips

Customized Reports & Dashboards

We can help ensure your team is not afraid to input correct customer data. Reports are very powerful in determining the proper products, services, pricing and delivery requirements for your business.

Get the business intelligence you need to make the right decisions for your business. Building customized easy-to-use reports and dashboards to manage day-to-day operations, improve processes, resolve potential issues and leverage opportunities.

Report Customization

We can help ensure your team is not afraid to input correct customer data. Reports are very powerful in determining the proper products, services, pricing and delivery requirements for your business.

Scheduled Reports

Automatically send reports to you and your colleagues, executive management and non-CRM users by scheduling the desired reports daily, weekly, monthly or yearly to be delivered via email.

Dashboard Customization

Dashboards are a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data.

Report and Dashboard Tools

Our team of developers will work with you to determine the best solution to deliver the data needed to produce your reports. Some of the tools outside built-in options are, Microsoft SQL Reporting, Crystal Reports, T-SQL, PHP, and Python.

CRM Training & Support

Ongoing Support

We take great pride in the support we provide both during and after your implementation.  With our team you get dedicated, CRM specialist in training and support which is a key element to growth and user adoption.

Phone Session with Support Expert

Expert Phone Support

We use GoToAssist and GoToMeeting online support tools to screen and keyboard share directly to your computer(s) allowing us to support you no matter where you are in the world.

Schedule a Call

On-Site Hands on With Support Expert

On-Site Hands on With Support Expert

We provide on-site support for installations, upgrades, consulting and any other technical requests you might have to all of the GTA and surrounding areas.

Book an Appointment

Submit Support Issues to Ticket System

Submit your Tickets to our Ticket System

If you can't find a solution to your problem or question(s), our expert support team is here to assist when you submit a ticket. Tickets will be responded in order of creation.

Submit a Ticket

Having Questions? Contact Us

We have expert support staff here to help.

Contact Us Today!

Get the Support You Need

When your stuck we are here to help you.

Our Support Options