Customer Relationship Management System - CRM
San Diego, California, USA

Raymond J. Lucia Companies, Inc.

• Salesforce.com design, integration & management for financial planning firm
• Website integration with Salesforce.com
• Software integration with Salesforce.com
• Reporting & dashboards
• Campaign design & tracking

Results

• Advanced system for tracking, reporting & managing leads

Customer Relationship Management System - CRM
Ensenada, Baja California, Mexico

Meridian Development Group, LLC. & Porto Hussong

• Salesforce.com design, integration & management for a real estate development firm
• Website integration with Salesforce.com
• Document storage
• Reporting & dashboards

Results

• Advanced system for tracking, reporting & managing leads
• Automated work flow or marketing tasks
• Created closed cycle accountability for lead management

Customer Relationship Management System - CRM
Rosarito, Baja California, Mexico

RE/MAX & Terra Sur

• Salesforce.com design, integration & management for a real estate development firm
• Website integration with Salesforce.com
• Document storage
• Reporting & dashboards
• Realty Management module integration

Results

• Advanced system for tracking, reporting & managing leads
• Automated work flow or marketing tasks
• Created closed cycle accountability for lead management

Marketing Research
Rosarito, Baja California, Mexico

RE/MAX & Terra Sur

• Keyword analysis research
• Identified keyword effectiveness index (KEI)

Results

• Identified most popular keywords related to client's website
• Identified most likely keywords for success using KEI

Marketing Presentation
Ensenada, Baja California, Mexico

Meridian Development Group, LLC

• Marketing services proposal/presentation

Results

• Developed comprehensive proposal for promoting client's services