Both. You've got to work with the client to get an understanding of how they want to use their CRM, guide them on best practices and then pull the levers to configure things correctly. You can niche out and focus on one of the three areas but we find solving issues end-to-end is what our customers are looking for. They want us to come to them with issues we've found, best practices on solving them(as they apply to THEIR business) and to also take the steps to put it all in place.

All of our work is remote so there's no face-to-face per se but we do come on-site or take them out to lunch every quarter or two