CRM CONSULTING
CRM CONSULTING Steps
BUSINESS & CRM CONSULTING
It can be frustrating to deal with a tunnel-vision approach to your business. You’ve probably faced this scenario before: You’re handed off to someone in IT, who may be fully competent at executing their mandate, but misses the forest for the trees when it comes to your big picture. (Sorry, we didn’t mean to bring up a headache from your past).
While we love our IT guys and gals, during your Inception and CRM evaluation stages, your primary interaction will be with our dedicated Business Consultants. Unlike a tunnel-vision approach, they delve into understanding your vision, ensuring it shapes all our personalized CRM recommendations for your project (with the involvement of IT when necessary!)
Throughout this process, you’ll share your pain points, wish lists, and future goals. We’ll expose you to CRM best practices, identifying opportunities to not only address current issues but also to fuel growth, enhance customer engagement, and streamline internal processes.
WHAT'S GREAT ABOUT THIS FOR YOU?
Insight into the latest & greatest CRM best practices.
We see your big picture.
We speak your language.
No tech jargon. We promise.
With over tens of thousands of CRM platforms available, selecting one for your organizational needs can feel daunting. Good thing we’ve mastered a number of the best, so you don’t have to.
Rely on the expertise of our CRM specialists & consultants for your most crucial step before Implementation– your CRM selection process.
Also, we’re PLATFORM-AGNOSTIC, so we’re not tied to a specific system… We’re only tied to selecting the right one for you!
CRM Platform selection
WHAT'S GREAT ABOUT THIS FOR YOU?
Comparisons done by pros.
Unbiased recommendations.
Decision-making made easy.
CRM ROADMAP & STRATEGY
Surprises are for birthday parties, not for CRM implementation plans.
That’s why a comprehensive roadmap, or project release plan, is built for you to review and validate during our CRM consulting phase. This will have everything you need to oversee your CRM project. Following Inception discussion workshops and platform-selection, this personalized plan details your CRM project’s strategy and priorities, and includes resources required for delivering requested capabilities.
The roadmap positions your organization for change and ensures timeline and budget are respected.
(Did we mention that after this, you’re officially ready for Implementation?)
WHAT'S GREAT ABOUT THIS FOR YOU?
No surprises.
You’ll know exactly what to expect and when to expect it.
Your timeline & budget, respected.
OUR CRM PROCESS
CRM CONSULTING
We help you plan the implementation of your CRM and train your staff to use it effectively. Our consultants manage your CRM on an ongoing basis, so you can concentrate on your core business without worrying about updates or upgrades.
CRM IMPLEMENTATION
Our CRM team works with customers to complete the implementation on time and on budget. We integrate the new CRM system with existing applications to avoid data duplication and inconsistencies, and maximize your investment.
CRM OPTIMIZATION
We facilitate the seamless migration of customer data from obsolete systems to the new CRM software, ensuring data accuracy and consistency across all channels.
CRM SUPPORT
Customers can purchase a bank of hours for a support project. This means they can access our services whenever they need them, without having to purchase each service separately.
We Have Expertise in the Implementation of the Following CRM Platforms
OUR SUCCESSFUL CRM IMPLEMENTATION EXPERTISE
Why put your CRM needs in our trust
We're business consultants first
We've been CRM experts for over 15 years
We've led over 400 CRM projects
User adoption guarantee