Because Your Salespeople Aren't the Only Ones Talking to Your Customers.
A Customer Relationship Management Tool (CRM) is a system that companies use to manage and analyze customer interactions by gathering information across a variety of sources inside and outside of your company, with the goal to ultimately increase sales.
If you have reports coming from multiple systems, or you use many applications to manage customer interactions and data, then a CRM may be right for you. Once just a sales tool, CRMs have adapted to become part of your overall business strategy.
We don't represent any one CRM, so we are here to help you find the BEST one for your business. We guide you through the process of implementing your new CRM to ensure the least disruption to your customers and your team and deliver the best results.
Evaluate existing processes and tools and how your people interact with them. Download this self-assessment tool to determine your CRM readiness.
According to Merkle Group Inc. 63% of all CRM’s fail. Is your company making sure they are doing all the right things before deciding on a CRM? Check out our Ebook and be confident that your CRM is going to be a success.
The following steps are crucial when deploying a CRM:
Make your CRM experience positive. Your CRM champion will lead the way, making sure that everyone in your organization is engaged in the process and embracing the change. Training well results in a seamless launch and a positive end result for all involved, including your customers.
Aligning your people and processes with your new CRM tool requires continual refinement. This will improve internal efficiencies, so your sales people are more productive. You will also have increased visibility to your sales pipeline, so leads don't fall through the cracks.