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”

• 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

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