Salesforce CRM Strategy
Value for you:
- Clarity for Vision, Strategy and Objectives of your CRM initiatives
- Structure to your planning and prioritization around CRM
- Alignment among staff for roadmap and goals
- Assessment of existing Salesforce implementation
- Identification of improvement opportunities with highest value
What you get:
- Actionable improvement recommendations around Sales, Service and Marketing functions by mapping and analyzing Customer Experience across channels
- Prioritized Roadmap for Improvement Initiatives taking into account value and feasibility of implementation
- Business Case and Feasibility Analysis for the proposed solutions
- Current State Assessment, Future State Vision & Gap Analysis
- Solution Prototype & Implementation Plan
What we do:
- Analyze current state utilizing a range of elicitation techniques
- Generate a set of recommended initiatives mapped to Strategic Themes anchored in industry best practices
- Apply Prioritization Filters for categorizing and prioritizing recommended initiatives
- Group the initiatives into an actionable timeline and implementation plan
- Present assessment and align stakeholders on proposed next steps
How we do it:
- Engaging with the organization at the level of a single product or service line, or the entire enterprise and one or more of Sales, Service and Marketing functions across channels
- A combination of workshops, 1-1 interviews, observation and other elicitation techniques with stakeholders
- Benchmark your practices and policies for Sales, Service, Marketing, Communities against strategic themes
