CRM Design: Discover Precisely How Your CRM Solution Can Increase Your Organization’s Bottom Line By 20% OR MORE…And Receive A Customized, Step-By-Step Implementation Blueprint.
This comprehensive service is the platform for identifying how your Customer Relationship Management strategy will be enabled by your CRM Solution.
In this Service You Will...
Learn the fundamentals
Have your questions answered! Learn how the features of a CRM solution can be applied to improve prospect and customer interactions while increasing the bottom line.
Build The Design
It’s all in the design! Together we will map out the customization of your CRM solution and how it will align to your sales, marketing, delivery, fulfillment, customer service and other business processes.
Receive Documentation
Have your design framework documented so you can implement yourself or use in part as credit for our implementation and setup services.
In this Service We Will...
- Learn and understand your business
- Illustrate the customizations
- Identify the integration with your related tools
- Indicate how data will be shared among colleagues and other parties
- Determine how productivity can be enhanced through automation
- Indicate how you will leverage your data and intelligence
Get Started Today!
Discovery Call
$0.00
- 15-20 Minute Call
- Q&A
- Understand How A CRM Solution Can Help Your Business
This One's On Us!
Consult
$180
- 1 Hour Conference Call
- Video/Audio Recording Available
- Q&A
- Understand The Framework of Your Design
CRM Design Service
$540
- Initial Discovery and Planning Session
- 2 Hour Design Session
- Video/Audio Recording
Everything You See Above and More