At Telescope Data Services, we utilize strategic business expertise along with customer relationship management best practices to provide your organization with an effective strategy and roadmap to ensure optimal customer attraction and retention.

Attracting and retaining the right customers is critical to starting, scaling and maintaining your business. At Telescope Data Services, we specialize in helping you deliver an effective Customer Relationship (CRM) Strategy. We focus on helping you align your business processes and technology to meet your organizations’ strategic goals.

We provide the expertise to assist you with your sales, marketing and customer service processes. We also provide CRM Information Technology Project Management assistance and advice. Finally, we help companies just like yours reap benefits from the knowledge hidden within your customer data. With these insights,, you will be able to make better decisions allowing you to meet your short and long-term customer relationship goals

The Principals

Jim has twenty years’ experience as a developer, business analyst, business consultant and project manager working with Customer Relationship Management. Jim has a Bachelors in Finance from Canisius College and a Masters in Information Systems from the University of Arizona. Recently, Jim has also completed a certification in Data Science from General Assembly. Jim’s focus is to ensure that clients business goals are met through the proper utilization of Information Technology and Business Intelligence solutions.

Janis has many years’ experience as a Business Intelligence architect and a database developer. She also has an MBA from Ohio University and Bachelors in Accounting from Portland State. Janis’ deep knowledge of business analytics as well as her thorough business acumen provide her with the skills needed to ensure that clients have the needed information to meet their strategic customer relationship objectives.

Contact Us

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We offer a full end-to-end evaluation of your Customer Relationship Management (CRM) ecosystem. Our goal is to help you define a process and technology roadmap to improve customer experience, grow your customer base and attract the right type of customers.

Smooth Sailing

Is This You?

You may be trying to address this CRM issues in-house but your current IT Team is already at capacity supporting the ongoing operations of the business and does not have time to plan and organize a CRM program . Does this sound familiar?

Here is Your Solution

Our team will help you to identify the best approach to defining a Customer Relationship Management Program for your business.

We will help you evaluate your current CRM processes, organizational goals and technology plans to help you come up with the best plan for implementation of a CRM Roadmap.

We will also look at your reporting needs to ensure that you are collecting and evaluating the right information for optimal management decision making.

Our Services and Expertise

CRM Strategy • Business, Customer, Technology Alignment CRM Project Management • Agile/Scrum Project Management • Assistance with Prioritization of Backlog Items • Working with Cross-Functional Teams CRM Process Mapping • Optimization of Sales Marketing and Customer Service Processes • Linking CRM Processes to Organizational Objectives Business Analysis • Business Requirements • User Stories • Gap Analysis • UI Design • Logical Data Modeling Reporting Needs Identification and Implementation Assistance • Strategic and Operational Reporting Needs Assessment • Report and Dashboard Setup Assistance Architectural Services • Tool Selection • Transactional System Design • BI Architecture Vendor Advisory Services • Evaluation of Vendor Products and Services • RFP Reviews • Assistance with Vendor Management during Project Execution

Immediate Assistance?

We are here for you.

Call 812-319-7746

Telescope Data Services •