We hold interview sessions with management stakeholders, to ensure we understand what their objectives are and what they are looking to get out of their investment into CRM
Understanding the management perspective is not enough. We need to speak to the people that will be using CRM, to make sure we capture the “what’s in it for me” factor as well as map out their current processes, so that we can take them into consideration.
We compare and contrast different CRM platforms. If you are currently using a CRM, we compare it side by side with other solutions to make sure you can see the difference and appreciate all the option available.
Having performed the interviews and benchmarking sessions, we get to work on producing our pre-study report where we describe the as-is situation, and make our recommendation for the to-be situation for your business processes and how CRM technology can support and enhance these.
When the report is ready we present it to the management team and any other stakeholders that will benefit from hearing and discussing our findings. As part of the presentation we outline how an initial project phase could look in terms of deliver plan and budget.
HOW WE DO IT
For businesses that are looking into investing in CRM. if you are venturing into the world of CRM for the first time, looking to enhance or replace your current CRM solution – we can help.
Our pre-study method is simple but effective and consists of extensive interviews and benchmarking activities.
Our team of expert consultants implement your CRM solution, integrate with other systems if needed, and train your team. We apply a phased approach where we focus on business value rather than “just” technology throughout the project.
Our motto is “Think big, start small and scale fast”.