CRM Optimization
CRM Optimization – Salesforce.com consulting that focuses on the use and effectiveness relationship between the CRM system and the sales team.
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Records Clean-up – As the saying goes, “garbage in = garbage out”
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Customization/ Alignment to Sales Objectives – Evolving your CRM (sales system of record) to support sales process and objectives by eliminating useless fields and creating new ones that provide critical data for reporting and analytics
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Report Development and Management – Design reports that accurately provide metrics and KPIs that management can use to evaluate and manage the performance of functional areas, as well as the overall business
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Business Analytics – Design process for the continuous iterative exploration and investigation of past business performance to gain insight and drive business planning
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Application Integration – Evaluation, selection and implementation of applications that complement and enhance the use of your CRM system