October 15, 2016



The customer relationship remains one of the most fundamental keys to success for business. While customer relationship management software is the foundation for this success, many organizations struggle with effective implementation and planning of strategic CRM strategies.

With multi-discipline expertise in the biggest names in CRM software solutions, we provide our clients with the tools needed to implement and execute a successful customer relationship management strategy custom tailored to meet their needs.

We accelerate time to value, recommend business process enhancements, facilitate change management, enable greater utilization of CRM software systems and reduce implementation risk.

We offer:

  • CRM Strategy
  • Implementation
  • Optimization
  • Integration
  • Adoption Improvement
  • Data Quality
  • Support

Sales Consulting

We are the experts in sales consulting. We provide our clients with the most effective and efficient approach to improve sales. We drill down to understand the situation and design a customized program to increase their sales revenue.

We provide many forms of sales consulting depending on the needs of our clients.

  • Helping companies restructure, define or create a sales process
  • Establishing the correct KPIs, strategy, or incentives
  • Designing programs to enable top sales people to make a smooth transition into management
  • Writing company sales manuals & sales leadership manuals
  • Establishing the correct approach to recruitment & retention

Virtual CTO / CIO

Our Virtual CIO offering provides direction and leadership for developing and implementing information technology initiatives. This valuable resource directs the planning and implementation of IT systems in support of your business strategies and operations in order to improve service quality, business development, and regulatory compliance. In addition, Virtual CIO provides innovative thought leadership. We pride ourselves on being able to take a broader view of the client, focusing on business and IT alignment.

Technology Due Diligence and Turnaround

Unlimited Technology Solutions is committed to providing value-added technology services and solutions to financial services firms.  Our offerings focus on ensuring the right people, processes, systems, and infrastructure are in place to support growth or enhance performance.

Our services include:

  • Human capital, operational, and technology assessments
  • Business Process creation and optimization
  • Systems and infrastructure strategy, selection, and implementation
  • Review Vendor Management contracts
  • Virtual CIO/CTO

We understand the importance of agility and speed, and adapt well to the unique needs of our clients.

Our Approach to Consulting

UTS develops innovative strategies for our clients. We believe the increasing complexity of today’s business world presents challenges, but also opportunities. We combine a broad view of global trends with proprietary analytics, we help clients to clearly articulate the problems, understand the landscape, define the drivers and barriers to growth and effectively align organizational resources to take action.

Our consultants bring expertise from sales, marketing, technology and operations to deliver recommendations that are highly strategic and deeply practical, which leads to real impact for our clients.


Let's Take Next Steps Together...

Contact UTS today.  One of our Managing Partners will work with you to develop a roadmap to success