Includes: Stakeholder survey/s, CRM application review, Phone Interview and Presentation of Improvement Candidates.
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CRM Assessment I
Includes: stakeholder survey/s, CRM 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.
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