Service that treats your business like it’s our only one.
Software is only half of the solution. From the first conversation to years after go-live, our in-house team plans, converts, customizes, trains and supports — so you can get back to running your business.
Honestly, don’t you have a business to run? We’ve become experts in what works and what doesn’t — and we take the details off your plate.
A dedicated account manager
One person who learns your business, coordinates every step and is your first call — not a different stranger every time.
Proactive, not reactive
Concierge-level support anticipates what each user needs, with proactive communication and follow-up training before small issues become big ones.
People who know your workflow
Because we know your entire business workflow, we can tell what went wrong, who to call, and get you back to work with minimum interruption.
The developers, not a call center
Our programmers stay at the disposal of your project. When a tweak is needed, the people who wrote TabletCRM step up — no outside consultants.
THE CONCIERGE JOURNEY
We ride along for the whole trip.
Seven stages, one in-house team — from the first conversation to every day after go-live.
STAGE 1
Discovery
We learn how your business really runs — your departments, your bottlenecks and where you want to grow.
STAGE 2
Project planning & management
A multi-step plan from start to finish: which vendors to integrate, which customizations are needed, and who to contact and manage.
STAGE 3
Data conversion & cleanup
We move you off Salesforce, NetSuite, ACT!, GoldMine or legacy systems, scrubbing and organizing your data along the way.
STAGE 4
Customization
Our in-house developers dial in that last 10% so TabletCRM fits the way you work.
STAGE 5
Personalized training
Sessions designed for each department, so your staff feel comfortable and hit the ground running.
STAGE 6
Go-live
A planned cut-over from the old system that minimizes disruption and maximizes the benefits from day one.
STAGE 7
Every day after
Questions answered by people who know your workflow, plus reviews that keep your system improving as you grow.
WHAT WE TAKE CARE OF
Everything around the software, handled.
Project management
A guided, start-to-finish rollout of your integrated CRM/ERP project.
Data conversion
Salesforce, NetSuite, ACT!, GoldMine, custom and legacy systems.
Data cleanup
Scrubbing, de-duplication and organization into one central database.
Customization & programming
.NET, ASP.NET/IIS, SQL Server tuning and API automation.
Personalized training
Department-by-department sessions for every role.
Vendor coordination
We contact the right vendor at the right time and follow through.
Managed cloud servers
Monitored security, automated patching, and guaranteed, monitored backups.
ROI reviews
We spot savings like better card processing or e-commerce options.
AFTER GO-LIVE
Questions will come up. We’ll already know your business.
Once you go live, we’re available to handle questions and issues as they arise. With intimate knowledge of your entire workflow, we can tell what went wrong, who to call, and help you get back to work with minimum interruption.
★★★★★
Our concierge promise
You’ll always reach someone who knows your setup
We own the follow-through with other vendors
Tweaks go straight to the developers who wrote the code
Support that goes beyond answering tickets: a dedicated account manager, proactive communication and tailored training, delivered by an in-house team that knows your workflow.
Who will I actually talk to?
KnowTia’s own team — the same people who design, build and support TabletCRM. We don’t hand you off to outside consultants.
Can you help us move off our old system?
Yes. We convert data from Salesforce, NetSuite, ACT!, GoldMine and custom or legacy systems, and clean it up along the way.
Do you only support software you sell?
We coordinate with the other vendors in your workflow too — contacting them, telling them exactly what’s needed and following through until it’s delivered.
LET’S GET THE BALL ROLLING
Experience 5-star concierge service.
Book a 30-minute call with our team, or call us now at 813-489-5249. There’s no better time than right now.