our approach

Relevant CRM’s solutions are built for equipment dealers, with industry best practices in mind. We believe in keeping the initial implementation simple to provide a quick time to value for your investment. Once your team is up and running with CRM, we can work to customize your system to meet your unique business needs.

Our goal for every customer engagement is the same: to provide an awesome customer experience throughout the life cycle of your CRM investment. We strive to deliver on-time and on-budget implementations, helpful and responsive support and best practice consulting. In short, we aim to anticipate our customers’ needs to maximize the value and impact of your CRM investment.

Quick project launch

start simple and then expand your system

Proactive Services

aligned with your goals

User Adoption

our success is determined by customer happiness and high user adoption

Personalized Support

experts available when you need them

our partners

Our industry-specific solutions are built on top of the world’s leading CRM platforms – Microsoft Dynamics 365 and Salesforce.com. Our partnerships with these companies ensures your investment in CRM is backed up with the best in innovation, infrastructure and support.

MIcrosoft Dynamics 365

Intelligent business applications across CRM and ERP
Microsoft Dynamics 365 is built on a scalable platform that works with many business applications you already know and use. Sales, marketing, operations, customer service, field service and finance applications all work together so that your team can share business intelligence and, ultimately, provide a better customer experience. Relevant CRM is a Microsoft Silver Partner and was one of the first 50 Microsoft Dynamics CRM partners in the United States.


Connect to your customers in a whole new way
Treat all of your customers as if they were your only customer with Salesforce CRM. Understand customers better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analyzing your best customers’ purchase histories.


Award winning sales and proposal solutions
QuoteWerks is an affordable quoting and proposal solution that has the ease-of-use of spreadsheet software with the feature set, power and flexibility of high-end custom solutions. Relevant CRM is one of the top 10 QuoteWerks partners in the world, and offers custom QuoteWerks development services.


Simple. Affordable. Proven.
Goldmine is a simple, affordable CRM software that offers premise-based and cloud solutions. Relevant began working with GoldMine in 1995 when it was one of the first available CRM solutions.

Ready to talk about CRM for your business?