CRM

CRM is a business philosophy for managing all your company’s relationships and interactions with customers and potential customers.  It is supported by strategy, people, process, policies & procedures , metrics and technology.  At a minimum it requires alignment between marketing, sales & service.

Consulting Deliverables

Current State Assessment

Gap Analysis

Future State Design:

- People
- Process
- Policies & Procedures
- Metrics
- Technology
- Strategy


Plan to Align People, Process,
Policies & Procedures and Technology

Technology Selection

Configuration and Deployment

Change Management

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