CRM Optimization

CRM Optimization – consulting that focuses on the use and effectiveness relationship between the CRM system and the sales team.

  • Records Clean-up – As the saying goes, “garbage in = garbage out”

  • 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

  • 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

  • Business Analytics – Design process for the continuous iterative exploration and investigation of past business performance to gain insight and drive business planning

  • Application Integration – Evaluation, selection and implementation of applications that complement and enhance the use of your CRM system