Your CRM Software Should Work For You.
We Make Sure It Does.
You invested in a CRM to streamline your business, but instead, it’s become a digital filing cabinet no one wants to open. Sales teams avoid it. Data is scattered. Follow-ups fall through the cracks. And instead of clarity, you’re stuck with confusion.
That’s where CRM Consulting comes in. We help businesses turn their CRM from a frustrating tool into a powerful engine for growth.
Why an Optimized CRM Gives You the Edge
Competitors Can’t Compete
When anywhere from 30–70% of CRM rollouts fail, implementing yours successfully already gives you a competitive edge. It means you're not just keeping up, you’re leading the pack.
Better Data, Smarter Decisions
When your CRM software is properly implemented, your data becomes a strategic asset. Clean, centralized customer insights help you identify trends, forecast sales, and make confident, data-driven decisions fast.
Automated Workflows
Manual tasks slow teams down. With automation built into your CRM, you can streamline lead nurturing, follow-ups, and reporting, freeing up your team to focus on what they do best: building relationships and closing deals.
Improved Sales Performance
An optimized CRM gives your sales team visibility into every stage of the pipeline. They’ll know exactly who to contact, when to follow up, and how to move deals forward, resulting in higher conversion rates and shorter sales cycles.
Stronger Customer Relationships
Personalization is everything. With a well-configured CRM, you can tailor communication, track preferences, and deliver timely, relevant messages that build trust and loyalty over time.
Team Alignment
When everyone from marketing to sales to service is working from the same system, collaboration becomes seamless. No more silos. Just one source of truth that keeps your entire team aligned and accountable.
As a marketing company, we understand that every campaign, every lead, and every conversion relies on the effectiveness of your CRM software. That’s why we don’t just design ads; we help implement systems that make those ads work harder.
Our team steps in as your CRM project manager, guiding you from chaos to clarity. We identify pain points, prioritize what matters most, and execute solutions that stick.
From kickoff to optimization, we’re with you every step of the way, ensuring your CRM works for your business, not against it. Our CRM Consultation Services Include:
Identifying customer pain points
Prioritizing revenue-generating process improvements
Training your team
Execute solutions that drive engagement and retention
Your CRM isn’t just a tech tool—it’s the heartbeat of your customer journey.
Justin Clarke, Owner of Magnum Press
“Unlucky Umbrella, and Kasandra specifically, has been a pleasure to work with. We engaged to work on the implementation of our ERP/CRM system. I am impressed with her knowledge of Presswise and her working relationship with the whole organization. It has made things painless. She is a great partner that we will continue our engagement with for the long term.”
Steven Schmidt, Director of Training and Development - Painter 1
“Kasandra was great to work with throughout our project. We contracted with Unluckyumbrella for an ERP (FranConnect) Branding project, and Kasandra & Team executed exactly to the scope of work and delivered final results ahead of the project timeline. Great price as well.”
Customer Testimonials
Software We Have Worked With
Our team has worked with a wide range of CRM, MIS, and ERP software platforms. Whether you're starting fresh or optimizing an existing system, we bring hands-on experience and strategic insight to every rollout. Here is a small list of the most popular software we have worked with, but our team can help with any software you may use.
