A Strategic Approach to Increasing CRM Value

Despite the fact that CRM technology is better than ever, most industry analysts still conclude that over 50% of CRM implementations fail to meet expectations.

The solution to a successful CRM turnaround doesn’t begin with technical enhancements. The solution requires a holistic assessment of the areas in which CRM can improve customer interactions, increase internal efficiency, and strengthen collaboration.

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The Winning Formula

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Discover

We begin by reviewing your overall business objectives for CRM technology. Following a series of proven steps, we determine why and where CRM is not meeting your goals:

  • Stakeholder’s debrief
  • User interviews
  • Systems review
  • CRM Workshop (validation and consensus)

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Recommend

Based on what we discover about your organization and applying the lessons we’ve learned from hundreds of CRM projects, we deliver the following:

  • Catalog of pain points
  • Prioritized list of unfulfilled requirements
  • Identify process improvements
  • Actionable plan for CRM turnaround

Execute

Our senior project managers will work with your team to execute on the action plan that will deliver increased value from your CRM investment.

  • Road map project phases and steps
  • Lead Change Management initiatives
  • Develop functional requirements
  • Oversee CRM configurations and customizations

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Ready to get started?

For a proposal call us TODAY at (800) 799-4539 or click the button below to get started.