OnTrack CRM Success System

A structured approach to ensure small and medium-sized businesses maximize their return on their CRM investment


Successful CRM adoption is about more than just installing the software…

What Is the OnTrack CRM Success System?


The OnTrack CRM Success System is a structured approach to ensure small and medium-sized businesses maximize their return on their CRM investment.


OnTrack is built around a proven methodology and consists of a calendar of activities, step-by-step instructions, videos, workbooks, worksheets, and additional materials – the product of hundreds of successful CRM implementations over the last ten years.


OnTrack is focused on ensuring your short-term success with your CRM roll out and your ongoing usage and success as you continue to use your CRM system.


OnTrack is priced as a fixed, monthly subscription with set deliverables and checkpoints to drive your successful usage. With OnTrack, you skip massive up-front implementation fees and avoid the hassle and uncertainty of hourly billing entirely.


We Are Committed to Your Long-Term Success

Gartner states that over 50% of CRM implementations fail – typically due to lack of focus, lack of commitment, and/or approaching CRM as a technology-only solution.

With the OnTrack CRM Success System, we work with you on a continuing basis, past the implementation phase of your project, so these challenges are addressed and your long-term CRM success is ensured.

Some of the Ways We Help You throughout Your CRM Journey

Regular Coaching Calls

Regular Coaching Calls ensure your staff continues to use the system, you uncover how to get more from CRM,  and your path to success progresses.

Deep Dive Sessions

Deep Dive Sessions are periodic one-hour in-depth training on specific aspects of CRM designed to maximize the return on your CRM investment.

Anytime Videos

You have continued access to the videos after implementation, so when you hire new staff, they can be on-boarded quickly. If someone needs a brush-up, the training is still available.

Ongoing Support

With access to the OnTrack Support Portal, Support Chat, Phone Support, Knowledgebase and Remote Administration services, questions are answered quickly, so your organization can keep moving forward.

Ongoing Learning

Monthly lunch-and-learn webinars, quarterly “what’s new” webcasts and publisher road map webinars keep you in the loop with the latest developments about your CRM, so you’re aware of what can best benefit you and your organization.

Annual System Audit

The Annual System Audit and Annual Usage Report identify how you’ve been using Sage CRM over the past year and how you can make better use of the system in order to get the most out of it.

How OnTrack Benefits You

Improved User Adoption

CRM implementations are well known to have high failure rates. The OnTrack methodology has a proven success rate and has helped hundreds of companies successfully adopt CRM.

Maximized Return on Investment

Ongoing coaching and learning opportunities, especially after the initial implementation of your software, help ensure that you will experience improved customer relations, increased revenue, better internal communication and optimized marketing.

Minimized Financial Risk

Designed as a subscription service so you know what you’re paying each and every month in advance and comes with anytime cancellation.

How OnTrack Maximizes the ROI of Your CRM Investment


Includes activities and schedules to ensure proper execution of steps to get you up and running on CRM.


Helps you get through the Inception steps successfully and coaches and adivises on long-term use of CRM.


Guides individuals through the required steps to ensure understanding and proper usage of CRM.


Provides guidance around key CRM topics and functional areas of the system.


Grants access to the OnTrack team of experts for questions or support needs that you may encounter in-between your scheduled Coaching Calls.


Ensures team is properly trained and ready to use CRM.


Documents key requirements and functionality of your implementation.


Provides ongoing education about CRM functionality you need to maximize the return on your CRM investment.

How You Gain from Deep Dive Sessions

Deep Dive Sessions are recurring interactive sessions with your OnTrack Success Coach that ensure you are maximizing the return on your CRM investment.


Each Deep Dive Session is a one-hour in-depth look at a particular aspect of your CRM system.


Deep Dive Sessions are part of the Premium and Preferred OnTrack Plans.

  • Activity and Calendar Management
  • Adoption Management
  • Advanced Integration
  • Advanced Security Management
  • Advanced View Management
  • Customer Service
  • Dashboards
  • Exchange Integration and Usage
  • Group (List) Management
  • Import / Export
  • Marketing
  • Mobility Usage
  • Outlook Client Usage
  • PowerBI Usage
  • Process Automation
  • Reports
  • Sales Management
  • Social Listening and Usage
  • Telephone Integration

OnTrack Options & Features

Your CRM implementation can transform your business and we take your successful adoption seriously. You might already know this: CRM goes way beyond installing software and we are here to help businesses successfully implement CRM.  With our OnTrack program you will benefit from our preparation, guidance and our time-tested implementation methodology.  Guaranteed to be successful or your money back!

Learn More about the OnTrack CRM Success System

Click below to learn more – one of our expert CRM consultants will follow up with you shortly.