Foundational CRMIf you believe that the foundation for CRM is a solid business strategy and want experts to help you facilitate the definition and implementation of that strategy, Foundational CRM is for you.

Foundational CRM is Right for You, If You …

• Are looking for CRM and you want assistance with selection and successful implementation
• Need assistance defining your CRM strategy which supports your business needs
• Need to create achievable goals for your CRM strategy
• Would like assistance with the alignment of CRM strategy with your organizational process and culture

Value Provided To You:

• Summary of findings that identify stated upper-management goals and departmental alignment to those goals
• Identified business needs and their relationship to CRM
• Observations and recommendations for a successful CRM strategy and implementation based on years of successful CRM implementations.  These include observations and recommendations related to:
o Processes that may need to be revised to align with the CRM strategy
o Areas where current culture is in disagreement with future plans
o Strategy for driving user adoption of new technology within your organization
o Technical specifications and recommendations
• Clearly defined CRM goals to insure strategic implementation of CRM
• ROI analysis of CRM
• Recommended phase implementation plan

What We Will Deliver To You:

1. A summary of our findings from interviews conducted throughout your organization
2. Observations as to how these findings compare with the stated goals of the CEO
3. A list of major areas of concern, and advanced prioritization of issues (based on impact to the organization)
4. Make technical recommendations (what we would do if we were in your shoes)
5. Extended ROI points (derived from the interview process and data analysis)
6. Recommended phase plan for roll-out
7. A typical implementation plan along with required resources from your organization
o Timeline
o Resource and utilization schedule
o Technology
o Data sources for conversion
o Configuration needs (global or local)
o Training Schedule
8. Culture and process recommendations that includes:
o A list of processes that may need to be revised to fit in the new CRM strategy
o Areas where current culture is in disagreement with future plans
o Ideas and a strategy for driving user adoption of new technology within your organization

Each of our customers is at a different point in their CRM strategy implementation.  Let us guide you through your CRM journey.  Contact us at 920-730-1300 to discuss the next step in your CRM roadmap.