RFDM Solutions Inc.

We reached out to RFDM to help us configure Zoho CRM to meet our business needs. We had been using it for a few years and were encountering issues with the existing setup, leading our team come up with workarounds and work outside the system. Additionally, there were functions that we wanted but didn't know how to set up ourselves, particularly for sales and goal forecasting. Ken was wonderful. He supported the team with training materials and offered practical solutions for opportunity management in Zoho. RFDM's approach and clear communication made the process easy, and our team feels confident about using the system. We’d gladly recommend RFDM to others looking for Zoho help.

Working with RFDM Solutions has been a genuinely positive experience for our team at Harbour Haven. From our initial discovery call through ongoing strategy conversations, their team has taken the time to truly understand our business and goals. Communication has been clear and collaborative, and their recommendations feel thoughtful and tailored. We value the partnership and would confidently recommend RFDM Solutions to other businesses looking for a knowledgeable and engaged marketing team.

The RFDM Solutions team was very knowledgeable both on the process and setup of HubSpot. The also understood "Sales best practices" in general and applied that expertise to the design and operation of the CRM and their coaching with our team. RFDM helped us develop a stronger sales pipeline, guided our sales team on account-based marketing, event preparation, and lead follow up. They also ran ads to expand our local brand reach and keep MYRA top of mind with prospective clients. RFDM Solutions has been a great partner. I highly recommend them to anyone looking to work with marketing and sales experts in HubSpot.