MasterPlan: A CRM Success Program

MasterPlan is a CRM Success Program that offers unlimited CRM support, training, and administration at a fixed monthly price.

MasterPlan subscribers get access to:

  • A customized CRM roadmap
  • Unlimited virtual CRM training & guidance
  • A dedicated CRM consultant
  • CRM maintenance & upgrades
  • Much more! See for yourself:

Business Transformation

We provide leadership, governance, and accountability to accelerate your complex business transformation initiatives. With our business transformation services, you can complete projects on-time and within budget. We have over 30 years of combined experience working with mid-sized businesses, global 2000 companies, and public sector clients.

We provide the following business transformation services:

  • CX customization
  • Marketing automation
  • System integration
  • Data migration
  • Business analysis and planning

Cloud Engineering

We can help you rapidly build, deploy, and optimize applications in the cloud while minimizing your hosting costs and improving repeatability through automation.

We provide the following cloud engineering services:

  • Container and Kubernetes orchestration
  • Cloud migration
  • DevOps consulting

Customer success stories

How our services help customers accelerate their business

A Toronto-based security software company was using a CRM system and associated technology stack that did not fit their needs or integrate with each other. This led to poor data management, departmental silos, and process inefficiencies.

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A Toronto-based marketing agency increased user adoption to 80% and reduced operational costs by over $130,000 per year with MasterSolve’s CRM Optimization services.

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SiteLock is a high-tech security company that uses Sugar Sell and Sugar Market. After working with MasterSolve, SiteLock was able to migrate 300+ users, 7 million accounts & contacts, and 14 million subscribers from their legacy CRM.

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Could your organization benefit from our services?