Our Services

Our Services at a Glance

ISM creates and implements Engaged Customer Strategies for our clients. Our customer engagement consulting services begin with a 2-hour Executive Briefing. We perform a multi-day assessment of a client’s current strategy to determine what is working well and to identify gaps. We work closely with our customers to create prioritized 3 to 5-year Strategy and Implementation Roadmaps. We then develop customized programs in numerous specific areas of focus and provide critical leadership and support during implementation…. more.

Our Consulting Approach

In 1985, ISM created a proprietary, multi-step methodology to ensure the successful implementation of our customers’ CRM initiatives. Since then we have found this methodology to be so successful that we now apply it to all customer engagement consulting services we provide. Built upon a paradigm that incorporates people, process, and technology, our methodology gathers both “top-down” (executive and management) and “bottom-up”(front-line sales, service and marketing) perspectives …more

Executive Briefing

Executive Briefing

Organizations adopting new technologies and tools can easily get off track, with severe consequences. Spend a day with ISM to review your organization’s current situation and most promising customer-centric opportunities…more

 

Health Checks and Readiness Assessments

Health Checks and Readiness Assessments

For more than 3 decades, ISM has been performing health checks on customer-centric initiatives. Learn how well your implementation is doing versus “gold standard” industry benchmarks. Companies planning to improve sales, marketing or customer-service effectiveness through automation must first make sure they are ready to take the plunge…more

Customer-Centric Strategies

Customer-Centric Strategies

Only 3 of the top 10 firms on the Nasdaq in 1999 were still in the top 10 in 2018. Digital disruptors, emerging technologies, new customer engagement strategies are changing your relationship with your customers. Your choice is to evolve to become a disruptor yourself or …more

Software Selection & Implementation Roadmaps

Software Selection & Implementation Roadmaps

ISM’s Strategy Roadmaps fully assess your company’s customer-centric needs and opportunities, including project requirements, software and implementation-partner selection, and implementation assistance…more

Implementation Services

Implementation Services

During implementation, ISM provides critical leadership and support, including Strategic Advisors, Subject Matter Experts to support internal staff, and/or Staff Augmentation to fill “gaps” during transition or hiring…more

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