There are a lot of reasons to consider a CRM Best Practices Assessment. Some find the assessments helpful because they deployed the Salesforce CRM on their own, or because it was deployed without much expert help. Others consider implementation assessments because there has been a relatively recent change in system administrators or a change in executive or sales leadership. And organizations that have experienced a recent re-organization, acquisition, or merger are frequently in need of a Best Practices Assessment. Or neglect in continual improvement, user feedback, process changes, or quality of data.
So when your CRM is at risk of becoming stale and irrelevant…
This program helps you return your focus to revenue acceleration and customer care. We guarantee at least one improvement you can implement yourself. And a roadmap to optimum business performance.
“Quality Deliverable“, CIO, ABF Freight
Includes: Stakeholder survey/s, Salesforce application review, Phone Interview and Presentation of Improvement Candidates.
CRM Assessment I
Includes: stakeholder survey/s, Salesforce application review, data review, a workshop meeting to review current state processes and final meeting to review the deliverable & recommendations. 2 Days consulting. 1 Cloud Emphasis (Sales Cloud, Marketing Cloud, Service Cloud)
CRM Assessment II
Organizations greater than 1,000 employees or 100 sales and service CRM users. Above plus CRM Governance best practices. Gap Analysis. Competitive bench-marking. Additional consulting time and stakeholder interviews/workshops. 2 clouds.
CRM Assessment III
Organizations greater than 5,000 employees or 300 sales and service CRM users. Call for details.
CRM Best Practices Assessment