I want to implement or upgrade a CRM system in my organisation and need a comprehensive strategy for choosing the right platform, mapping requirements, integrating third-party systems, setting automation rules, and building a roadmap for successful implementation.
Overview
From simple sales and marketing CRM’s to optimise deal flow, to complex 360 solutions integrated throughout your organisation infrastructure. Our CRM Strategy packages are designed to guide your organisation through choosing the right CRM solution, integrating it with existing systems, and automating key workflows. We ensure that your CRM strategy aligns with your business goals and enhances operational efficiency.
Following a structured process involving discovery workshops, requirement mapping, vendor evaluations, integration planning, automation setup, and a comprehensive roadmap for CRM implementation. We uncover and create a tailored strategy to meet your business's size, complexity, and specific needs. The report will include an analysis of your current system, key features required, vendor comparisons, automation opportunities, and an implementation roadmap.
You will receive a detailed report strategic and implementation plan for CRM project. Equipping your organisation to select and successfully implement your new CRM. Minimising disruption and moving quickly to streamlined workflows, increasing user data and insights, and prenasalised automations and communications.
I want to
- Connect Customer Data.
- Deliver Consistent Messaging.
- Boost Cross-Selling Opportunities.
- Utilise Customer Segmentation.
- Personalise User Experiences.
- Increase Customer Retention.
Our Process
Our CRM Strategy service optimises customer relationship management, enhancing engagement and driving loyalty through personalised and efficient solutions.
Discovery Phase
Strategy
1
Discovery Workshop, Stakeholder Interviews & CRM Requirement Mapping
2
Vendor Comparison, Reccomendation & Integration Planning
3
Automation, Rules & Logic Set-up
4
CRM Implementation Roadmap
5
Training, Adoption & Change Management Strategy
Our Packages
Small
- Basic CRM assessment and recommendations
- Initial data integration plan
- Basic customer segmentation strategies
- Recommendations for further CRM improvements
Duration
3 Weeks
Price From
£12,150 + VAT
Medium
- CRM assessment and recommendations
- CRM Integration plan
- Customer Segmentation plan
- Automated Communication and engagement strategies
- Ongoing optimisation and support plan
Duration
5 weeks
Price From
£20,000 + VAT
Large
- Multi-platform CRM integration strategy
- Advanced customer segmentation and personalisation tools
- Strategic CRM optimisation roadmap
- Long-term CRM management and improvement recommendations
Duration
6 weeks
Price From
£30,000 + VAT
