Our Approach: The Smart CRM Cycle
Your CRM. Simplified

CRM Strategy

Customer relationship management strategy and software can deliver a powerful combination to achieve strategic objectives, tactical goals and effective customer facing processes. Strategic definition & building the right roadmap is a key step to the success of your project & rollout. We can help you start off on the right step:

  •      Define needs and objectives
  •      Select the technology platform that best addresses both
  •      Assess the risks involved
  •      Create high level specifications
  •      Create an implementation strategy road map
  •      Apply system best practices to processes

CRM Customization

Getting the CRM you really want is about using your selected CRM platform to it's utmost potential. That means integrating with all your internal systems such as marketing, accounting, order processing, and email - just to name a few. When you tailor the solution to your business needs, it leads to greater productivity and user adoption. Let's get you a CRM you way. We can help.

  •       Leverage cutting edge technology
  •       Custom tailored to your specific needs
  •       Integrate with your systems
  •       Work across all devices and platforms
  •       Perpetual feedback and continued goal alignment with the system
  •       Customize and deploy in phases

CRM User Adoption

CRM is more than just centralizing customer information and visibility into the sales funnel (although it will give you that too!). It is about improving the way your sales, customer service & marketing teams work - increasing productivity and giving them tools that make their jobs easier. Without the right buy-in from all stakeholders, your projects risks failure right out of the gate. It is key to work with an integrator who understands change management and how to get everyone on board with personalized user training, quick wins, and tips & tricks. They will thank you later.

  •      Personalize user training
  •      Quick user gain strategies
  •      Beta testing period; time for users to adapt and provide feedback
  •      System admin training
  •      Continual user training
  •      Make sure users understand the group benefits and the individual ones as wel

CRM Optimization

Optimizing is about tweaking your CRM solution to ensure you are getting the maxi mum ROI from your investment. Let's make sure you're getting the most of your CRM. We want that for each and every customer regardless of which platform youselect. It means as much to us, as it does to you.

  •      Adapting and integrating to new technology such as Social Media
  •      integration or Voice over IP
  •      Leveraging sets of new features as they become available
  •     Quick implementation of existing/new strategies
  •      Continuously helping you craft: Customer experience, Processes,
  •      Prospecting activities
  •      Watch dog for what is not working to its maximum potential
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