Our Services

At Cassandra Advisory, we translate deep CRM and system integration expertise into tangible results for your small business. We offer a comprehensive suite of services designed to optimize your operations, enhance efficiency, and unlock significant cost savings. Our approach is always tailored, focusing on practical solutions that directly impact your bottom line.

Explore our core service areas:

CRM System Integration (HubSpot, Salesforce, MS Dynamics)

We seamlessly connect your HubSpot, Salesforce, or Microsoft Dynamics CRM with your existing business tools (e.g., accounting, ERP, marketing platforms). This eliminates manual data entry, reduces errors, and ensures a unified view of your operations, saving you time and money.

CRM Implementation & Optimization

From initial setup to fine-tuning, we manage the full implementation of your chosen CRM. For existing systems, we optimize configurations and workflows to maximize efficiency, user adoption, and data accuracy, helping you get the most out from your investment.

System Audit & Performance Review

We conduct thorough audits of your current business systems and processes, identifying bottlenecks, inefficiencies, and areas of unnecessary spending. Our review provides clear, actionable recommendations to streamline operations and cut costs.

Data Migration & Cleansing

Ensure your valuable business data is accurate, accessible, and correctly transferred during system changes. We manage complex data migrations and perform rigorous cleansing to eliminate duplicates and errors, safeguarding your insights and avoiding costly mistakes.

Custom Workflow Automation

We design and implement automated workflows within your CRM and integrated systems. This eliminates repetitive tasks, speeds up core business processes, and frees up your team to focus on high-value activities, leading to significant operational savings.

Technical Support & User Training

Our support ensures your team fully leverages your integrated systems. We provide tailored training sessions and ongoing technical assistance, empowering your employees and minimizing downtime, which translates directly into improved productivity and cost efficiency.