What is Customer Relationship Management?

Customer Relationship Management (CRM) is a business strategy whose outcomes optimize profitability, revenue and customer satisfaction by implementing customer-centric processes. The problem is that many folks believe that CRM is simply a technology, a software tool or something else. When an organization has a “full” view of their customers they will operate as if they are one person supporting their clients. Imagine if sales knew what orders had not been processed in production yet, and the client was contacting them to find out the status? Or if the management team was looking for a list of clients to introduce a new product for testing? This is what CRM can do and much more.

How we can help you with your CRM?

CRM Needs Analysis. People ask all the time, “Is this package best for me?” Our answer is, “I don’t know. What do you want it to do?” If you’re not sure what you want, we can help you figure it out.

CRM Consulting. Let us help you make your CRM/SFA software work for you instead of you working for it. We have worked with over 500 companies and thousands of employees since 1996. Your CRM software is a tool to help you work less and make more money, if used correctly.

CRM Tune-Up. Is your CRM/SFA software making you money? If not, we can help you fine-tune it so it does.

Data Mining. Are you capturing the right data for your marketing campaigns? Can you send an email out to key clients/prospects in less than 30 minutes? Tracking the right information will make you money.

CRM Seminars/Workshops. Our seminars are practical applications. Each person leaves with one to three tasks to accomplish. We don’t lecture. We teach. Our goal is to teach you to fish.