Select the Right Customer Relationship Management Suite to Deliver Extraordinary Value

A Customer Relationship Management (CRM) suite provides a robust spectrum of capabilities across marketing, sales, and customer service. However, many organizations fail to take a strategic approach to defining their CRM requirements and selecting a platform that aligns with business objectives: the result is over-investment in a suite that fails to enable the customer journey.

Your Challenge

• A CRM suite is a mission-critical application for successfully interacting with your customers. Without a well-oiled CRM suite in place for managing customer information and leveraging this data to support sales and marketing campaigns, your customer interaction strategy will resemble the Wild West.
• IT fails to adequately engage the business in requirements definition and platform selection. Despite the critical importance (and revenue impacting nature) of CRM deployment, IT often fails to conduct the necessary due diligence when it comes to capturing, translating, and implementing CRM requirements.
• IT must be ready to act as a trusted partner with marketing, sales, and customer service. IT needs to work in lockstep with the business in order to define customer interaction objectives, gather requirements, and review vendors for CRM selection and implementation.

Our Solution

• Our comprehensive approach to selecting a Customer Relationship Management suite allows you to collect, analyze, and parse CRM requirements across marketing, sales, and service. Based on your requirements, our approach allows you to choose a best-in-class CRM vendor that aligns with your customer interaction needs – and in a cost-effective manner.
• Leverage our blueprints or on-site resources to conduct a thorough vendor evaluation that highlights the relative strengths and challenges of major players in the CRM market, and make a fully informed decision on which vendor to select.
• Take advantage of our comprehensive tools and templates to guide you at each stage of the CRM selection, from capturing requirements to building the RFP and scoring vendor demos.
• Create a unified framework for driving successful implementation and adoption of your CRM platform that fully addresses the integration ecosystem, data quality management, training, security management, and effective configuration.

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