Whether you are using a CRM system like Salesforce® or not, you should know it is not as simple as it first might seem to fully configure a CRM to match your organization’s internal and external processes. Without the direction and advisement from a capable certified consulting advisor to innovate your Sales Cloud, you risk wasting your valuable time and efforts on the technologies rather than focusing on your team and most importantly your business. CRM Evangelist is ready to take your business to the next level by fully understanding your sales processes, making recommendations for your CRM implementation based on best practices, then implementing what you decide is best for your Sales Team thus enabling them to generate more revenue for your business.
Get all the details on your team’s deals — stage, products, competition, quotes, and more. See where leads come from and stay connected to the people and information you need to nurture prospects. Make smarter decisions about where to invest time and by determining ROI of prospecting and lead generation activities.
Give inside sales teams an experience that matches how they work, and they’ll work smarter, faster. Now reps can see sales intelligence, detailed company info, and multiple leads on a single screen, so they’ll build pipeline and grow deals faster.
MOBILE DEVICE ACCESS
Enable your CRM for mobility providing easy access from anywhere across any brand device — effectively turning your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are. We also have expertise in creating custom mobile apps should you need a proprietary solution.
VISIBILITY TO REVENUE
Get the insights you need to make smarter decisions. Dashboards offer a real-time picture of your business at a glance. Dig deeper with reports that anyone can create including views into your team’s individual and rolled-up forecasts. And use enterprise analytics to report on sales, service, custom apps, and third-party data.
A CRM system should map to your business processes — not the other way around. Let CRM Evangelist recommend “best practices” to optimize your existing processes then implement those sales and forecasting processes to drive process, productivity, and consistency, aligned with how you work for success.
SALES CLOSING TOOLS
Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals. Keep up with your critical projects, topics, and teams. Work together on sales opportunities and marketing campaigns. Capture organizational knowledge in a single repository.
The typical business leader on average rolls out one or two Customer Relationship Management (CRM) implementations during their entire career. CRM Evangelist LLC, has done it hundreds of times. So when it comes to selecting and implementing CRM, save time and money by requesting our services. Relax and rest assured you will get a perfect fit with certified professionals on your side.
The CRM Buyer Advocacy™ service helps you better articulate your business processes and requirements, evaluate relevant technologies, negotiate with vendors, and lay the groundwork for a best practices implementation.
And best of all ̶ it is all available at no cost to you!
Just like a real estate agent that helps you find your dream home or ideal office, the CRM Buyer Advocacy™ service guides you to the best CRM decisions for your company. Thus enabling you to focus on your business.
How? Using a practical and proven methodology, the CRM Evangelist team facilitates step-by-step processes for CRM planning and decision making. Resulting in a solid foundation for a best practices implementation.
Ask us for a program overview, eligibility requirements, and a CRM Buyer Advocacy™ agreement
The CRM Buyer Advocacy™ service includes:
- Defining high-level CRM business and functional requirements with key stakeholders
- Identifying suitable CRM technologies and organizing your evaluation process
- Evaluating CRM vendor presentations and demonstrations while helping you ask the right questions
- Negotiating with your preferred CRM vendor for optimal purchase power and favorable terms
- Transitioning your project into a best practice with a phased implementation plan
Would you venture on a river rafting expedition without an expert tour guide? . . . Neither would we.
Facilitate your CRM implementation with an expert tour guide who knows where the rocks and waterfalls lie. Save money, time, and sleepless nights with our proven methodology, templates, and expertise. How? Begin with a Design Workshop. Map your processes into CRM. Provide training and documentation to your sales team. Get the job done so you can take care of your customers.
Here are the steps in a little more detail:
Business processes are the tried and true methods that your company has developed to make itself successful. Any CRM solution needs to build upon these processes if it is to be successful at your company. With the help of a professional process engineer, your business processes can be mapped quickly and easily in as little as a day. At the end of the process, not only will you have a method to map your business processes to your CRM solution. And you will also have tools to facilitate training of your sales teams on how your company does business.
Once your business processes are mapped, our systems engineers configure your CRM system to support your business processes, helping to ensure that your sales team can get up and running quickly on processes that should already be very familiar to them.
Ensuring a smooth transition to a CRM solution means making sure your company’s data is ready to move into the new system. Whether migrating data from an existing set of databases or bringing in new data purchased from a third party provider, we provide a range of data management services from basic imports using wizards to complex data de-duping and enrichment using third party tools.
Initial data import from existing contact management systems like ACT! and Goldmine, or even from various databases or excel spreadsheets. CRM Evangelist helps you to define a plan for getting that critical information into your new CRM application. This includes documenting the source and target mapping as well as loading the data and then validating the data once in your CRM.
De-duplication services are a critical component to data management. The integrity of your data will instill trust in your users and provide an accurate view into your business results.
Training & Performance
Your company has specific business processes and needs that require a training solution customized to your business. We can help you to develop customized instruction and simulations to train your employees to your specific business goals. And measure the completion and effectiveness of both the training and your project goals.
Professional development, training, and documentation services can go a long way to helping to provide a smooth transition to a new business process for your company, but in the end, we are there to provide the support you need when you take your new system live or make the switch to a Salesforce.com solution.
All or our customized solutions can be delivered with professional documentation to the level you specify. Whether you need a quick reference card or an in-depth user’s manual, we can provide the documentation staff to write your documentation.
Administrator and End-User Training Programs
Tailored to meet your administrative or end-user needs, we provide training programs designed around your application configuration and business processes. We understand that training is a critical component to end-user adoption. Our certified trainers will provide a training plan and curriculum, as well as provide on-site or web-based training.
Typical CRM adoption curve
Phase 1: High-energy start
Phase 2: Attention diverted
Phase 3: Neglect
Desired CRM adoption
Phase 1: High-energy start
Phase 2: Consistent, small, iterative improvements
Phase 3: Performance dashboards, business leader collaboration, processes embedded in salesforce.com
Who benefits from CRM Peak Performance?
Companies that find value in this program:
How does the program work?
CRM Evangelist has developed a flexible 10-point methodology for managing change in salesforce.com. Rooted in our experience with hundreds of implementations, but customized for your particular business, CPP delivers low-risk, constant, incremental improvements. Your CRM Evangelist will spend time with you and your team throughout the year to assess changing needs and update your salesforce.com instance. Together, we will ensure that salesforce.com continues to deliver the agility, productivity, and relevance you need.
What is the timeline? What are the deliverables?