The West Oak Company TCG specializes in Customer Relationship Management (CRM) software implementation, project management and consulting.

• CRM implementation project management and consulting
• Comprehensive onsite workshop to review your current requirements and processes and design the foundation of your system moving forward
• Screen and workflow customizations to accommodate your above requirements
• Business process planning and configuration of automated escalation triggers and workflows
• Data migration
• Introductory and advanced classroom user training
• Development of customized HTML email and Word document templates
• Ongoing technical support