Nice to meet you. Here’s what CRM Sanity is all about.
Meet CRM Sanity
Every business needs a Customer Relationship Management (CRM) system. Whether SalesForce is the fit for you or another off-the-shelf solution is a fit for you or you need something built completely from scratch, a CRM system is often the difference between a company with a well-managed sales process and a company consistently reinventing the wheel.
Unfortunately less than half of all businesses have a CRM system and use it— and that’s a problem. Companies looking to grow or expand without a CRM will find themselves unable to keep up with the competition, while companies seeking to do business with corporations or government entities will get laughed out of the room for providing insufficient business processes.
That’s where we come in. CRM Sanity is a team of expert CRM consultants fully focused on finding a CRM solution that fits your needs and delivers measurable ROI without breaking the bank. We help plan and manage CRM costs and while saving you from the disorganized smorgasbord of post-it notes and Excel spreadsheets some companies use to track and close leads.
CRM Sanity’s offering consists of four steps:
1) Discovery- We determine your exact CRM needs and come up with options that work for you.
2) Implementation- We implement the product with customized bells and whistles, configuring your system to succeed.
3) Training- Our staff teaches your team to succeed through adoption of your new system.
4) Service- We offer ongoing support in varying packages, maximizing the value of your service while minimizing the cost.
Avoid the trap of 90% of small businesses. Restore sanity to your business process with CRM Sanity..

Roy M. Cohen
Here’s the scoop on our Founder:
Roy M. Cohen is a career sales and technology professional who specializes in CRM software. Cohen has worked in various industries including broadcast media, software, communications, and has sold to audiences in the logistics, transportation, sales development, and Fortune 1000 consumer product manufacturers. Roy and his team focus most closely on VTiger and Yetiforce. They also stay up to date on changes in various other CRM systems, pricing associated with those systems, and the evolution of CRM business tools. This knowledge and capabilities equip the CRM Sanity team to provide effective consulting for small business owners, solopreneurs, and managers of small departments.
For more information, reach out Sales@CRMSanity.com.
Nice to meet you. Here’s what CRM Sanity is all about.
Meet CRM Sanity
Every business needs a Customer Relationship Management (CRM) system. Whether SalesForce is the fit for you or another off-the-shelf solution is a fit for you or you need something built completely from scratch, a CRM system is often the difference between a company with a well-managed sales process and a company consistently reinventing the wheel.
Unfortunately less than half of all businesses have a CRM system and use it— and that’s a problem. Companies looking to grow or expand without a CRM will find themselves unable to keep up with the competition, while companies seeking to do business with corporations or government entities will get laughed out of the room for providing insufficient business processes.
That’s where we come in. CRM Sanity is a team of expert CRM consultants fully focused on finding a CRM solution that fits your needs and delivers measurable ROI without breaking the bank. We help plan and manage CRM costs and while saving you from the disorganized smorgasbord of post-it notes and Excel spreadsheets some companies use to track and close leads.
CRM Sanity’s offering consists of four steps:
1) Discovery- We determine your exact CRM needs and come up with options that work for you.
2) Implementation- We implement the product with customized bells and whistles, configuring your system to succeed.
3) Training- Our staff teaches your team to succeed through adoption of your new system.
4) Service- We offer ongoing support in varying packages, maximizing the value of your service while minimizing the cost.
Avoid the trap of 90% of small businesses. Restore sanity to your business process with CRM Sanity..

Roy M. Cohen
Here’s the scoop on our Founder:
Roy M. Cohen is a career sales and technology professional who specializes in CRM software. Cohen has worked in various industries including broadcast media, software, communications, and has sold to audiences in the logistics, transportation, sales development, and Fortune 1000 consumer product manufacturers. Roy and his team focus most closely on VTiger and Yetiforce. They also stay up to date on changes in various other CRM systems, pricing associated with those systems, and the evolution of CRM business tools. This knowledge and capabilities equip the CRM Sanity team to provide effective consulting for small business owners, solopreneurs, and managers of small departments.
For more information, reach out Sales@CRMSanity.com.