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CRM Consulting
Business Process Consulting Will Help You Get More From Your Customer Relationship Management (CRM) Software.
With CRM software like Netsuite & Salesforce.com you can track your enquiries, manage customers and automate sales & work processes.
We consult on using CRMs effectively, mapping your business process & defining your:
- Sales language
- Sales documentation
- Customer classification
- Reporting requirements
- Report customisation
- Employee roles within the process
Recommended Reading:
CRM - Sold The Dream, Lived With The Agony, But Here Comes The Light
3 Lessons In CRM - Big To Small, Language (Mostly) Right, Execute Then Refine
CRM Implementation: 5 Key Questions To Ask Your Staff To Help You Customise Reports
Setting Up A CRM: 2 Key Areas To Define In The Sales Process Of A Service-Based Web Design Business
Description of terms:
- Customer Relationship Manager (CRM)
- is software that helps people track their business enquiries as they get converted into customers. CRMs are also very useful tools for automating your sales and work flow processes.
- Salesforce.com
- is a publicly listed CRM company.
- Netsuite
- is a publicly listed company offering on demand CRM, ERP & Accounting.
- Business Process
- refers to any process you follow in your business.
- Series Mapping
- is where you take all the steps in a process and make them linear (or in a series).
- Software as a Service (SaaS)
- means the software is hosted online and you pay a monthly fee to use it. The benefit is that you don’t have the huge costs to set up the infrastructure yourself and you can start straight away.
