CRM solutions to connect you and your customers. 

From vendors to producers to warehouses and distribution, people work with people every step along the way. Finding new customers while keeping happy clients requires solid relationships built on trust, responsiveness, accuracy, and collaboration. 

Whether you choose  Microsoft, Salesforce or Oracle NetSuite for your CRM, FMT will design and deliver a smart solution for your unique business.

Customer Relationship Management Solutions that work 

FMT delivers world-class integrated, data-driven Customer Relationship Management (CRM) solutions that improve how you interact and do business with your customers, distributors, partners, and suppliers. Correctly implemented and integrated, a CRM solution from FMT improves competitive advantage, accelerates customer engagement, and provides a platform for informed business development.

Smart CRM solutions from FMT typically include either Microsoft Dynamics 365 Sales or Salesforce. You may choose to extend the value of your solution with marketing or commerce applications. And, we recommend integrating your CRM into your ERP system to gain a single source of the truth. Whether you have NetSuite, Microsoft, or something else in your back office, our job together will be to select the best combination of CRM functionality, performance, price and scalability for you, your team and your business. .

choose a CRM That Works For You

Click below to expand text and see how a modern CRM solution drives your business.

Grow Your Business

CRM solutions increase your profitability by streamlining administrative sales and marketing processes and letting you focus on developing, improving, and retaining the customer, partner and supplier relationships that matter. 

When integrated with a leading ERP system, analytics, and advanced supply chain applications, a smart CRM solution from FMT helps modern businesses compete, grow, and successfully navigate challenging market conditions.

CRM can take the burden of IT management off your employees by automating your business processes so you can focus on constant improvement while working with your suppliers, your distributors and your customers. If you want a competitive edge, a CRM solution from FMT can make the difference between winning the business or being left wondering.

Configure, Extend, Scale

Simplify and improve even the most complex customer engagements with an array of CRM tools from FMT that scale to meet your needs and those of your customers and partners. With FMT, you get smart CRM solutions that work. Customizable, extensible, and designed to suit your business requirements, FMT works to put your customers at the center of every interaction.

  • Connect data sources across devices and channels, creating a single data profile of each customer — sharable across business units.
  • Automate engagement with each customer. Use Artificial Intelligence (AI) to plan and optimize every interaction, and build new segments based on cross-channel data.
  • Better understand customer needs, engage more effectively and drive more revenue by automating operations from lead to cash.

Sell Smarter, Sell Faster

Accelerate direct and indirect sales by increasing visibility into active opportunities, partner expectations, and distribution parameters. 

Improve sales velocity, accuracy and visibility with readily available product catalogs, preconfigured customer solutions, and customized deal scenarios. 

Streamline quoting approvals and ensure sales compliance with product rules built into the system, maintained by management, and refined with system-level intelligence. 

Differentiate your business, win more deals, and drive value in every interaction.

Blend Marketing With Sales

Win the race for high-quality leads — that convert — by combining marketing automation with sales pipeline intelligence.

  • Build your marketing strategy around the entire customer journey, and incorporate marketing automation solutions to build campaigns, cadences, and nurturing programs.
  • Engage across marketing, sales, ecommerce, and service touchpoints to connect with customers at the right time with the right message. Track and analyze the results to optimize every experience across the entire customer lifecycle.
  • Complete your digital transformation with a successful marketing transformation that takes full advantage of integrated campaign management, social media activation, cadence development and lead nurturing.

See Your Business Better

Automating data collection is no guarantee of smart decision making. In many cases, more data creates more confusion. However with a modern CRM solution from FMT, your agents will be presented with a complete view of the customer, intelligent automation — and if you populate your system with contextual triggers — upsell, and cross-sell prompts. 

With an integrated CRM system using the latest in business intelligence (BI), artificial intelligence (AI), and analytics, your team will be poised to deliver accurate, complete and timely customer information into every interaction.

Improve Engagement

Managing customer relationships takes more than BI, efficient sales and marketing execution. A true “relationship” includes fulfillment of services that influence customer satisfaction and retention.

Use your CRM system to easily share data and get complete customer insights across sales, service, marketing, and even from technicians in the field. Make sure that your employees are empowered to deliver mobile, conversational service in order to deliver the right answers at the point of engagement, monitor outcomes, and manage expectations. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.

Empower Field Agents

By empowering field agents — and those in the warehouse, the front office, and the back office — customers connect quickly, easily and accurately through multi-channel service options. As an example, incorporating survey feedback, discussion forums, customer portals and social listening can bring immediacy and relevance to every customer interaction. 

By empowering agents to create a better customer experience using data analysis and predictive care, you will streamline scheduling, work orders and dispatching while resolving issues quickly.

Improve Account Transparency

Collaborate and Manage Relationships with an accurate, single source of truth. With a CRM Solution from FMT, sales agreements publish data from templates housed in ERP or order management systems, while combining the terms negotiated with your customer. You can view planned volumes and revenues next to actuals and even define your own custom, time-phased metrics for a complete view of the customer relationship.

Create More Accurate Forecasts with a unified view of planning, sales, finance, and operations. Your team can collaborate in real time to develop faster, more accurate forecasts across new opportunities and run-rate business sales agreements. And because no two businesses are alike, you can also easily define a forecast algorithm, based on the metrics and inputs that reflect your business.

Activate Distribution Relationships by providing more connected data from the supply chain, through point of sale, and to your ecommerce or direct sales partners as you increase inventory turns, improve fulfillment, and develop a promotional advantage over your competitors who lack truly connected and activated supply chain solutions.


Extensible crm solutions build lasting value

In addition to our core functional offerings of ERP, CRM, Integration, IT, and Business Intelligence, FMT represents powerful solutions to support your sales, service, marketing, supplier, distribution, and customer management needs.


getting started or getting better

FMT provides an optimization offer for both Microsoft Dynamics 365 for Sales and Salesforce implementations. By improving the user experience through refined reporting, dashboard creation, and UI enhancements, you will realize more value from your investment in a CRM solution for sales, service, manufacturing and marketing. 

Whether you are just just starting out with a new CRM, or want to improve an established solution, FMT has the team and tools to you need to get more from your systems. 


Certified and experienced, FMT works closely with the best mid-market technology providers to offer process improvements or complete solutions within a specific platform, or between platforms. Whether your team works with Microsoft, NetSuite, Salesforce… or all three at once… FMT works with you.
Oracle Netsuite Partner
Salesforce Partner

FMT Consultants is a Microsoft Solutions Partner for Modern Work

  • Application Development
  • Cloud Productivity
  • Collaboration and Content
  • Data Analytics
  • Enterprise Resource Planning
  • Datacenter
  • Cloud Platform
  • Small and Midmarket Cloud Solutions
  • Windows and Devices
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Oracle Netsuite

FMT Consultants is a 5 Star Oracle NetSuite Solution Provider.

  • Financial Management
  • Planning and Budgeting
  • Order Management
  • Production Management
  • Supply Chain Management
  • Warehouse & Fulfillment
  • Procurement
  • CRM
  • SuiteCommerce
  • SuiteBilling
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Salesforce Partner

FMT Consultants is a Silver Salesforce Consulting Partner with 29 Certifications, including:

  • Application Architect
  • B2C Commerce Architect
  • Community Cloud Consultant
  • CPQ Specialist
  • Education Cloud Consultant
  • Einstein Analytics & Discovery Consultant
  • Field Service Lightning Consultant
  • Heroku Architect Designer
  • Marketing Cloud Consultant
  • Marketing Cloud Developer
  • Nonprofit Cloud Consultant
  • Pardot Consultant
  • Platform Developer II
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • System Architect
  • Technical Architect
See Salesforce


FMT maintains and manages a select network of technology and application partners to provide core platform functionality as well as enhancements specific to vertical market requirements and client preference. While this list does not represent every partner that we work with, we believe it represents key relationships with quality companies.

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Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 Project Service Automation

Microsoft Power BI

Salesforce Sales Cloud

Salesforce Service Cloud

Salesforce Community Cloud

Salesforce Pardot

Salesforce CPQ

Salesforce Marketing Cloud

Salesforce Manufacturing Cloud

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FMT Value Delivery

A differentiated method for providing consulting services, software, hardware, training and support… whether project based or in service of ongoing performance. FMT Works consistently addresses data, processes, tools and their organized delivery.

With FMT Works, each client participates in a consistent, documented, and proven process to bring technology effectively to bear for your business. From evaluating your infrastructure readiness to managed testing processes, formal project management, training and change management, FMT Works with you and your team to identify and deliver value from your technology investment.

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