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

NAICS Codes

• 514210  Automated data processing services
• 541512  Computer systems integration analysis and design services; Computer systems integration design consulting services; Computer systems integrator services; Information management computer systems integration design services; Local Area Network (LAN) computer systems integration design services; Network systems integration design services, computer; Office automation computer systems integration design services; Systems integration design consulting services, computer; Systems integration design services, computer
• 54519  Software installation services, computer
• 511210  Application software
• 514199  Information retrieval services