Consulting Services

GroupSoft Consulting can help you in all phases of your implementation. Although best known for sales force automation and CRM, can now be used as a platform to develop and host custom applications.

GroupSoft has been involved in collaborative application development since 1993. And of course we know IT service management, customer service and sales force automation in depth, since we've developed off-the-shelf products in these categories. For customers that prefer the SaaS model, allows us to deliver core SFA/CRM services tailored to your business needs and custom applications that leverage our industry expertise.

Case Study: museum in suburban Boston, MA

The museum was using spreadsheets to track donors but had recently adopted for basic functions such as calendars and contacts. GroupSoft installed the Nonprofit Starter Pack app from Salesforce Foundation to facilitate fundraising efforts. We assisted in the data load from spreadsheets and provided the initial user training. We evaluated third-party apps to provide functionality not included in Nonprofit Starter Pack. GroupSoft also developed a set of custom objects to organize the rental of museum facilities for private events.

Case Study: property management app

GroupSoft developed a prototype property management system for condominium property managers using This included a web site where residents could log service requests, reserve facilities and obtain documents needed when selling their units. Property managers and condo boards were provided with a dashboard to track the performance of vendors assigned to service requests.

Case Study: SiteSpect, Inc.

SiteSpect, a fast-growing technology company based in Boston, Massachusetts, provides non-intrusive multivariate testing and A/B solutions for website optimization. When they decided to migrate from Notes-based applications to, they looked to GroupSoft Consulting for assistance. We handled the initial setup of, mapped the data in their Notes databases to the fields and added custom fields as needed. SiteSpect was able to monitor our progress using their trial account. GroupSoft also did the initial training for their sales and tech support professionals. The result was a smooth and seamless transition.

Responding to's customer satisfaction survey upon completion of the project, Larry Epstein, SiteSpect Vice President and Co-Founder, listed his three favorite things about working with GroupSoft:

    - prompt response to issues
    - happiness to include input from multiple members of my staff
    - extreme care in providing a quality data migration

GroupSoft Systems, Inc.
(617) 544-7687