Pacific Street Inc.

Business Automation Solutions

Pacific Street Inc. is a business management and consulting firm that empowers businesses with cutting-edge customer relationship management (CRM) technologies for business development, logistics, shipping, and custom internal processes. In a nutshell, we make your business more productive and profitable by leveraging the best-suited, advanced tech tools and service-based solutions.

Pacific Street is earnest about guiding companies into the world of process automation to reduce costs, increase efficiency, avoid errors, and evolve the old-school means of customer prospecting. Whether it’s the enterprising power of Salesforce.com or the fine-tuning specificity of SugarCRM, we help you choose, customize, and deploy the right type of CRM tools, so you can focus on what really matters: your customers.

CRM Services

CRM Deployments
Whether you need to start from scratch or migrate from an old system to a new CRM, Pacific Street can guide, manage, and implement your new CRM and seamlessly get your staff up to speed on using it.
How a CRM can grow your business
CRM Tune-Up/Modifications
When your CRM is off it's game, Pacific Street offers CRM modification services to reevaluate your business automation needs, tune up your CRM, and get your business running at peak efficiency.
Does your CRM need a tune-up?
Ongoing CRM Administration
Regular maintenance and adjustments keep your CRM in tip-top shape and aligned with your changing business needs - at a much lower cost than hiring an internal CRM professional.
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Custom Solutions

We mold our CRM to fit your business. The possibilities are endless, but here are a few examples.

STREAMLINING OF FIELDS, MODULES/OBJECTS, AND PROCESSES

USER/ROLE SHARING, VISIBILITY, AND SECURITY SETTINGS

ADVANCED CUSTOM REPORTS & DASHBOARDS

CLOUD PLUGINS/APPLICATIONS INTEGRATION

ACCOUNTING DATA SYNCHRONIZATION

EMAIL INTEGRATION

EMAIL MARKETING SOLUTIONS - DESIGN AND IMPLEMENTATION

AUTOMATED WORKFLOWS AND APPROVAL PROCESSES

OPTIMIZING REMINDERS AND NOTIFICATIONS

STAFF TRAINING AND SUPPORT

CALL CENTER INTEGRATION

WEB-TO-LEAD FORMS

The Road to Simplification doesn't have to be hard

The 4-Step Consultation Process
Pacific Street Step 1
Pacific Street Step 2
Pacific Street Step 3
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Understand

Assessment and analysis of your firm’s current reality- the good, bad and ugly of total operations.

Define

Determine the needs of all the working parts and design a goal-oriented gameplan.

Implement

Leverage key tools and train your staff to execute on a customized formula.

Evaluate

Tap powerful 360-analytics to track and tweak strengths and opportunities.

Contact Pacific Street now for a free consultation and quote!