CRM Turnaround Services

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.


We’ll 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)


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

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


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

Ready to get started?

Let’s schedule a time to discuss your current CRM situation.