CRM Consultants & Implementation Partners in Hampton, NH

Roycroft Technology Partners, LLC is an independent consultancy based in Hampton, New Hampshire, run by founder Michelle Roycroft. It is set up mainly for small businesses and nonprofit organizations that want to improve how they use technology, though it also works with clients across the United States. The firm says its founder has worked with Fortune 500 companies, start-ups and mid-sized firms, and it brings that experience to smaller organizations that need practical, right-sized help.

CRM Services

Customer relationship management is one of the firm's main practice areas, with a strong focus on Salesforce. Buyers can bring it in to set a CRM direction, stand up a new system or fix one that is already running. Its stated aim is to help clients refine, run and grow their CRM over time. The main CRM offerings include:

• Quick Start implementation for new Salesforce Sales Cloud orgs, which the firm says can be live in about four weeks. It covers a kickoff and review of business processes, setup of leads, accounts, contacts and opportunities, and user training.
• Data migration, either as a single load or as a repeatable process for moving records in and out of Salesforce.
• CRM health checks that look for repeated account, contact and opportunity records, flag objects that could be retired to save storage, and end with recommended next steps.
• Ongoing administration, including user and security management, new fields, flows and objects, answering user questions, training on new features and checking key data for accuracy.

Related Consulting Work

Alongside CRM, the firm offers several related services that often come up in CRM projects. These include business analysis to gather and write up requirements for new or existing systems, defining and improving processes, managing projects and product rollouts, and building reports. The reporting work focuses on pulling together data that sits in separate systems so leaders can see how the business is performing.

How It Works With Clients

Roycroft describes a three-step method. First, it meets with key stakeholders and day-to-day users to learn how the organization operates now, where it wants to go, and which measures will define success, then turns that into an agreed scope. Second, it builds the solution against that scope, holding regular review sessions with stakeholders along the way.

Third, once the project ends, it either helps hand the system over to a member of the client's staff or stays on to provide administration. The firm says it works closely inside client operations to understand their needs, and it lists commitment to customers, honesty and integrity, simplicity, and respect and approachability as its core values.

Background

The company was formed in 2017. Its founder brings more than two decades of experience across CRM, data design and reporting, improving processes and running projects, and the firm cites over five years of CRM-specific work.

Michelle Roycroft has also served on boards and volunteer committees of nonprofit groups, which may appeal to mission-driven organizations looking for a partner who knows the sector. Buyers wanting a hands-on, owner-led Salesforce consultant with a lean, practical style, rather than a large agency, may find the firm a good match.