CRM Consulting Services to Fit Your Needs

crm consulting servicesCRM Planning

Every project should begin with requirement gathering.  This is the process of documenting the exact outcome desired from implementing the new software. It’s broken into two types of requirements: business and functional.  Business requirements provide specifications for business needs, key objectives & goals of the solution, as well as background information like business plans for motivation.  Functional requirements include details on the system environment, primary design constraints, and detailed users stories.

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CRM Software Selectioncrm software

Once the Planning stage is done, we can help you find the right solution to fit your specific needs by offering you our CRM consulting services.  It does not need to be a product we support technically.  The selection process is about YOU, and your needs –  not products we sell or support.

We currently support the following CRM solutions for technical work such as customization:

AgileFIELD offers one of the most robust solutions in the field service management space. AgileField helps mid-market field service companies compete effectively and grow profitably by giving your field technicians the tools to deliver consistent, quality customer service faster, at a lower cost. Our solutions are cost-effective and easy to integrate and use for service industries. Click here to learn more.

bpm online is a global provider of process-driven CRM for marketing, sales, and service. The core value of bpm’online products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company employs 600+ experts and serves over 6,500 customers worldwide.

Infor® CRM is an award-winning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate effectively and respond promptly and knowledgeably to sales opportunities and customer inquiries — both in the office and in the field.

SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. The company places the individual at the center of its solution, coordinating the actions of customer-facing employees and empowering them with the right information at the right time to transform the customer experience.

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crm softwareCRM Implementation & Customization 

Every customer wants their own special sauce in their CRM, from unique sales or lead processes to customized information collection. That’s why we offer three distinct implementation approaches.

JumpStart: Designed for customers who have less than 50 users and who want to use the product out-of-the-box with little or no integration. This is a streamlined implementation approach that can get the user up and running in less than four weeks.

QuickStart: Designed for organizations that have at least 35 users, need multiple add-on products, and require integrations with other systems. The QuickStart approach includes mini-requirements analysis, CRM blueprints, implementation tactics, data migration, and live classroom training.  QuickStart is our suggested approach for anyone who needs a more comprehensive implementation.

Enterprise: Our Enterprise approach is based on an Agile / Waterfall hybrid approach called Sashimi. These projects are designed to have the best of both the JumpStart and QuickStart approaches. Scoping, requirements, and user stories are generated and approved. Then, an implementation phase begins using one-week agile sprints.  The number of sprints vary based on the site of the engagement. After the product is built, a formal testing and change management process begins to ensure the product works the first time. Our Enterprise approach works best with sales teams that have more than 100 users, at companies where implementation is multi-departmental, or for those who require complex integrations.

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Training and Supportcrm consulting services

After the system is implemented, getting your users actually using the system can be your biggest hurdle.  With our on-site or on-line training, we can structure training in a way that will work for you and your users, and get them using the system to it’s fullest potential.

We also offer support after the implementation and training, so all your hard work doesn’t come to a halt because of a glitch. Our three standard support options are Technical Support, Administration Support, and Extended Warranty. Think your project may be too undefined or loosely scheduled for standardized support? We have a solution for that too. Purchase Block Time where the budget is justified on a case-by-case basis. You’ll reduce overall project costs by pre-paying for your service.

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