CLIENT RELATIONSHIP MANAGEMENT
Focus on Activities that help Close Sales
DO I REALLY NEED A CRM?
Even if you’ve never used a CRM before, you’ve probably heard the term echoing through your industry. You know that many companies (including your competitors) are implementing CRM software because it saves time and drives sales. Let's face it, spreadsheets and email can only take you so far. At some point the spreadsheet will no longer be able to keep up and you will have key client info living in the inboxes of your sales people. We can help you design and implement a CRM strategy that allows you to consolidate your client data in one location, keep your sales activity focused on your customers, and most importantly sell more, faster.
IMPLEMENTING YOUR CRM SOLUTION
RIGHT THE FIRST TIME
SALES PROCESS DESIGN
Understanding how the CRM will support existing processes is key to successful implementation. This includes territory management, deal stages, custom fields needed, work flow and lead ownership.
DATA MIGRATION
Migrating your data isn't just exporting a file and importing it into the new system. Before any data is moved we help you get rid of data you know longer need and plan for any potential migration errors.
CONFIGURATION SUPPORT
Once the data is migrated it is time to set up the CRM so sales people can sell better and faster. We configure features like automated lead routing, custom fields, lead and opportunity views, email notifications, and custom reports.
INTEGRATION SERVICES
TESTING
You don’t want to manually import contacts or copy data from your CRM to other apps every time something changes. We will set it up so information moves automatically from one system to another.
Before the CRM goes live and your sales team gets access to their new system we conduct step by step testing to make sure all the reports, workflows and integrations are working the way they should and to ensure your data is intact.
USER TRAINING
In addition to providing different training options for your team and new hires, we will also help you design an ongoing training program to help reinforce your team's new CRM skills and increase your adoption rates.
