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.

The Winning Formula


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)


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


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?

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