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Build Stronger Relationships with Your Customers
Enable your sales, marketing, and service delivery teams with a powerful CRM engine. Charter Global provides
talented resources to create and manage an effective CRM strategy.
Gain valuable insight into the customer lifecycle. Track and manage your prospects from the first handshake
through continuing touches and repeat business. Stay connected with leads anytime, anywhere using mobile
reporting and notifications.
Our clients rely on our expertise to find the best CRM solution to implement. Already implemented your CRM
platform? We work closely with your team to understand your unique requirements in order to develop and
maintain the most effective system for you.
•	 Microsoft Dynamics CRM
•	 Oracle CRM on Demand
•	 Salesforce
•	 SAP CRM
•	 SugarCRM
•	 Zoho
•	Implementation
•	 Analysis and design
•	 Workflow automation
CRM Solutions
CRM Services
•	 Customized mail merge options
•	 Training and administrative support
•	 Custom dashboards, reporting, and system integration
Vendor Agnostic
Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com
© Charter Global, Inc., Atlanta, Georgia. All rights reserved.
Sales Marketing
Services
The Charter Global team understands the need to build and manage an effective enterprise CRM solution. Empower your
organization to collect, analyze, and act on valuable customer insights. CRM benefits extend across multiple departments:
•	 Boost sales productivity
•	 Automate lead qualification
•	 Optimize time management and planning
•	 Centralize prospect data and history
•	 Mobile options for increased functionality
•	 Optimize messaging with collected data
•	 Nurture leads and develop relationships
•	 Better understand customer behavior
•	 Improve internal communication
•	 Integrate with marketing automation
•	 Maximize upselling and cross-selling
•	 Grow stronger relationships with customers
•	 Increase user satisfaction and repeat business
•	 Gain visibility to better allocate resources
Leverage CRM Benefits Enterprise-Wide
•	 Enterprise CRM suite implementation -- For complex
infrastructure in different industries and technologies
with a faster response time
•	 Custom development -- With automations, dashboards,
reporting, and system integration
•	 Experienced consultants -- CRM experts from different
industries and technologies
•	 Timely assessment and training support -- Get the
most out of your enterprise CRM investment
Increase Sales Opportunities in Challenging Markets
Charter Global CRM solutions work even with offline access and geo-location capabilities. Stay connected with
leads anytime, anywhere using mobile reporting and notifications when deals run into road blocks. We help you
organize, track, and manage prospects by tracking them from the first handshake, through continuing touches,
and repeat business.
Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com
© Charter Global, Inc., Atlanta, Georgia. All rights reserved.
The Charter Global team understands the need to build an effective enterprise CRM solution. Manage your
customer relationships in business using the most innovative functions and features:
•	 Calendar management
•	 Email marketing
•	 Quote/proposal management
•	 Marketing automation integration solution
•	 Lead scoring
•	 Social media monitoring
•	 Mobile app performance tracking
•	 Customer loyalty tracking
•	 Territory assignments
Gain a Complete Understanding of Your Customer
Charter Global clients rely on our CRM expertise to help take their business to the next level. We work closely with your
team to understand your business so we can address your unique requirements in order to develop and implement the
most effective CRM system for you.
As part of our CRM consulting services, Charter Global also offers training to end-users on CRM solutions. It includes
planned sessions for sales personnel, CRM service agents, IT administrators, and in-house marketing trainers. We also
offer project governance services and technical consulting for CRM projects.
We offer CRM integration and collaboration solutions on complex projects:
	 MS Dynamics CRM
	 Oracle CRM on Demand
	 Oracle EBS
	PeopleSoft
	 Oracle CCA
	 Oracle RightNow
	 SAP CRM
	Salesforce.com
	 Sugar CRM
	Zoho
Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com
© Charter Global, Inc., Atlanta, Georgia. All rights reserved.
Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com
© Charter Global, Inc., Atlanta, Georgia. All rights reserved.
About Charter Global
Charter Global drives innovation in IT projects and business operations by defining strategy and providing
consulting, digital solutions, custom development, and skilled resources. With an established customer
base of Fortune 1000 industry leaders and over 100 successful project implementations, our experience
and proven methodologies enable our professionals to deliver industry leading solutions in cloud
technologies, open source, DevOps, mobility, CRM, ecommerce, SAP, and Oracle JD Edwards platforms.
•	 Founded in 1994
•	 Headquarters in Atlanta, GA, and 3
development centers in India
•	 IT certifications: CMMI Level 3, PCI, MS
Certified Partner, Oracle Gold Partner, and
SAP Edge Partner
•	 A team of over 850 professionals
•	 Specialize in cloud technologies, open
source, DevOps, mobility, ecommerce, and
custom application development
•	 Expertise in SAP Hana Cloud Platform,
SAP Hybris, Oracle Mobile Cloud Service,
and Oracle JD Edwards
•	 Established customer base of
Fortune1000 industry leaders
•	 Vertical experience in telecom,
healthcare, media /entertainment,
airlines, finance, energy, retail, and
hospitality
•	 Active database of nearly 2M consultants
with 30,000 on demand
•	 100+ full-time staff recruiters support
clients in the U.S. and globally
•	 500+ full-time IT professionals support
client projects

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CRM Solutions

  • 1. Build Stronger Relationships with Your Customers Enable your sales, marketing, and service delivery teams with a powerful CRM engine. Charter Global provides talented resources to create and manage an effective CRM strategy. Gain valuable insight into the customer lifecycle. Track and manage your prospects from the first handshake through continuing touches and repeat business. Stay connected with leads anytime, anywhere using mobile reporting and notifications. Our clients rely on our expertise to find the best CRM solution to implement. Already implemented your CRM platform? We work closely with your team to understand your unique requirements in order to develop and maintain the most effective system for you. • Microsoft Dynamics CRM • Oracle CRM on Demand • Salesforce • SAP CRM • SugarCRM • Zoho • Implementation • Analysis and design • Workflow automation CRM Solutions CRM Services • Customized mail merge options • Training and administrative support • Custom dashboards, reporting, and system integration Vendor Agnostic Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com © Charter Global, Inc., Atlanta, Georgia. All rights reserved.
  • 2. Sales Marketing Services The Charter Global team understands the need to build and manage an effective enterprise CRM solution. Empower your organization to collect, analyze, and act on valuable customer insights. CRM benefits extend across multiple departments: • Boost sales productivity • Automate lead qualification • Optimize time management and planning • Centralize prospect data and history • Mobile options for increased functionality • Optimize messaging with collected data • Nurture leads and develop relationships • Better understand customer behavior • Improve internal communication • Integrate with marketing automation • Maximize upselling and cross-selling • Grow stronger relationships with customers • Increase user satisfaction and repeat business • Gain visibility to better allocate resources Leverage CRM Benefits Enterprise-Wide • Enterprise CRM suite implementation -- For complex infrastructure in different industries and technologies with a faster response time • Custom development -- With automations, dashboards, reporting, and system integration • Experienced consultants -- CRM experts from different industries and technologies • Timely assessment and training support -- Get the most out of your enterprise CRM investment Increase Sales Opportunities in Challenging Markets Charter Global CRM solutions work even with offline access and geo-location capabilities. Stay connected with leads anytime, anywhere using mobile reporting and notifications when deals run into road blocks. We help you organize, track, and manage prospects by tracking them from the first handshake, through continuing touches, and repeat business. Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com © Charter Global, Inc., Atlanta, Georgia. All rights reserved.
  • 3. The Charter Global team understands the need to build an effective enterprise CRM solution. Manage your customer relationships in business using the most innovative functions and features: • Calendar management • Email marketing • Quote/proposal management • Marketing automation integration solution • Lead scoring • Social media monitoring • Mobile app performance tracking • Customer loyalty tracking • Territory assignments Gain a Complete Understanding of Your Customer Charter Global clients rely on our CRM expertise to help take their business to the next level. We work closely with your team to understand your business so we can address your unique requirements in order to develop and implement the most effective CRM system for you. As part of our CRM consulting services, Charter Global also offers training to end-users on CRM solutions. It includes planned sessions for sales personnel, CRM service agents, IT administrators, and in-house marketing trainers. We also offer project governance services and technical consulting for CRM projects. We offer CRM integration and collaboration solutions on complex projects: MS Dynamics CRM Oracle CRM on Demand Oracle EBS PeopleSoft Oracle CCA Oracle RightNow SAP CRM Salesforce.com Sugar CRM Zoho Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com © Charter Global, Inc., Atlanta, Georgia. All rights reserved.
  • 4. Charter Global, Inc. | 7000 Central Parkway, Ste 1100 | Atlanta, GA 30338 888-326-9933 | www.charterglobal.com © Charter Global, Inc., Atlanta, Georgia. All rights reserved. About Charter Global Charter Global drives innovation in IT projects and business operations by defining strategy and providing consulting, digital solutions, custom development, and skilled resources. With an established customer base of Fortune 1000 industry leaders and over 100 successful project implementations, our experience and proven methodologies enable our professionals to deliver industry leading solutions in cloud technologies, open source, DevOps, mobility, CRM, ecommerce, SAP, and Oracle JD Edwards platforms. • Founded in 1994 • Headquarters in Atlanta, GA, and 3 development centers in India • IT certifications: CMMI Level 3, PCI, MS Certified Partner, Oracle Gold Partner, and SAP Edge Partner • A team of over 850 professionals • Specialize in cloud technologies, open source, DevOps, mobility, ecommerce, and custom application development • Expertise in SAP Hana Cloud Platform, SAP Hybris, Oracle Mobile Cloud Service, and Oracle JD Edwards • Established customer base of Fortune1000 industry leaders • Vertical experience in telecom, healthcare, media /entertainment, airlines, finance, energy, retail, and hospitality • Active database of nearly 2M consultants with 30,000 on demand • 100+ full-time staff recruiters support clients in the U.S. and globally • 500+ full-time IT professionals support client projects