Independent CRM & Technology Advice

Helping you deploy the right systems to support your Sales & Marketing

Long before the office computer, and the internet were part of our daily working lives, successful companies practiced great CRM (Customer Relationship Management). They didn't have sophisticated software programs to store, manage and analyse their client data. Rather they started with a set of well defined processes which they integrated into their business.

You may already be using a computerised systems such as CRM, or have aspirations of doing more business with email and the web but unless customer management principals have been properly adopted within your organisation, you may well be losing opportunities, without even knowing it.

We help you to get your CRM right before technology, putting you in the driving seat, so you can avoid being dictated to by what your software can or cannot do.

From this point we can help you make informed decisions on where technology could benefit, how to prepare your business and your customers for the positive changes you are about to make.

The technology you could be using (or considering) to support your Sales & Marketing, may include:

  • CRM (Customer Relationship Management)
  • BI (Business Intelligence)
  • Web
  • Email
  • E-commerce
  • Marketing Campaign Management
  • Call Centre (Telephony)
  • Customer Service / HelpDesk
  • Analytics
  • Workflow

As we are not aligned to any manufacturer or vendor of systems, we help you see the wheat from the chaff, assisting you in pre and post technology areas such as:

  • Processes
  • Suitability
  • Feasibility
  • Planning
  • Dependencies
  • Business Impact
  • Vendor Selection
  • ROI (Return On Investment) measurement

Steps2CRM

Steps2CRM

The Steps2CRM system an interactive process which empowers you to make the right choices about your customer management processes and decisions on adopting CRM (Customer Relationship Management) technology. It helps you determine your current situation, goals and aspirations, and facilitates the creation of a CRM roadmap. more >.


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