The key to greater CRM success is effectively assessing and anticipating both opportunities and potential barriers. Our consulting services are designed to provide clients with the benefits of our expertise and insight early in the planning process. Choose the program that can bring your organization to the next level of CRM.

CRM Readiness - Initial CRM launch
CRM Accelerator - Expansion/enhancement of an existing CRM solution
CRM Optimizer - Improvement on current CRM performance

Each of these services consist of a fixed-fee engagement comprised of a 2 to 4 week on-site assessment that covers the four critical areas – data, people, budget and infrastructure.

CRM Readiness

Companies in the planning stage of a new CRM initiative can benefit from our in-depth discovery process. Our assessment process helps to align corporate CRM goals with implementation plans by identifying gaps and potential problem areas that are often overlooked. This can save significant dollars in the long run and allow your company to achieve its CRM objectives right from the beginning.

The primary focus areas include:

• Goals and metrics
• Technical support of strategies
• Integration issues
• Marketing capabilities and limitations
• Touchpoint effectiveness
• Enterprise data reliability
• Infrastructure capabilities & limitations
• Project team
• Budget completeness
• Technology & vendor selection process

CRM Accelerator

With a foundation in CRM established, the next step to strengthening the customer relationship and improving results may not be apparent. This assessment service examines the current CRM performance and technology to provide guidance for building upon your CRM foundation. Your ROI can be accelerated by identifying where CRM enhancements will have greater impact without incurring unexpected costs.

The primary focus areas include:

• Current performance
• Enhancement opportunity
• Technical support of new strategies
• Technology & vendor selection process
• Reliability of new data sources
• Infrastructure capabilities & limitations
• Integration issues
• Touchpoint impact

CRM Optimizer

Some companies have fully implemented CRM technology but are challenged by the efforts required to achieve desired marketing and business objectives. As with any new software implemented on a large scale, users must get acclimated to its capabilities and functionality. Our CRM Optimizer is designed to expedite this process, leveraging our mix of technology and marketing expertise. Your ability to fully utilize the CRM investment, and do so almost immediately, will generate significant payback in performance improvement.

The primary focus areas include:

• Strategy
• System and integration testing
• Extractors for additional data sources
• Marketing capabilities and limitations
• Data mining
• E-mail based marketing campaigns
• Real time personalization
• Reporting and analytics

Each service is customized to meet your specific needs. The benefits are highest and the subsequent implementation costs are lowest when these assessments are completed early in the planning process.

For more information, please visit the contact us page
or call 973-410-5000.