Elevate Member and Employee Experience

INCEPTION, STRATEGIC ROADMAP, & CRM CONSULTING

OUR GOALS ARE TO ENSURE YOU ACHIEVE YOURS

Help me get to my goals….

Before we talk CRM, let's talk vision and goals...

Believe us. We can talk CRM for days, but that discussion won’t mean a thing if your vision isn’t at the heart of it. 

Over 15 years of conducting 500 CRM implementations across an array of industries and executing hundreads of digital transformation plans has taught us (at least) one thing: Each business is unique… Yours is no exception. 

Your organizational structure, processes, and plans didn’t come out of a box, so why should your customer relationship management solution? (It shouldn’t!) 

In our Inception phase, we conduct a thorough exploration of your CRM project goals and overall business objectives. Through meticulous CRM consulting, we guarantee that your business goals remain the focal point of the project, incorporating a stringent CRM selection process. This approach not only secures a successful project kickoff but also emphasizes adherence to budgets and timelines.

By leveraging the expertise of our consultants for personalized strategy development, platform selection, and roadmap building, you will emerge from this phase with a clear direction, exuding confidence in your CRM strategy. This comprehensive process ensures a robust foundation for the subsequent stages of CRM evaluation and implementation.

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?)

If you're an engineer and want the details on our project release plan, click here

(NOTE: Where does the "click here" link lead?)

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.

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

FREE CONSULTATION

Let us offer you a better CRM Solution

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