image11
PRE-IMPLEMENTATION
  • Define business needs in a CRM context
  • Modelization and optimization of business processes
  • Plan and CRM strategies development including "Marketing Automation"
  • Analysis and recommendations on the software selection and its complementary applications
image12
DURING IMPLEMENTATION
  • Coordination and project management
  • Close follow up with CRM Integrators and all business departments
  • Quality assurance (QA) of the CRM functionalities in relation to business needs
  • Budget Management
  • Change Management
image23
POST IMPLEMENTATION
  • Optimization of the existing solution with new functionality or new applications
  • CRM software training and coaching for users and administrators
  • Using CRM features for analysis, reporting and forecasting
your-crm-450x211

INDUSTRIES

  • Construction
  • Distribution
  • Transportation
  • Financial Services
  • Manufacturing
  • Brokerage

A CRM STRATEGY AND SOFTWARE FOR…

  • Data Centralization
  • Sales Force Automation (SFA)
  • Leads Generation
  • Mobile Sales Activities
  • Project Tracking & Quotations
  • Marketing Automation
  • Forecasting & Budgeting
  • Reporting & Business Intelligence (BI)
strategy