Executive Briefings

Let Our CRM Strategy Briefing Start You on Your Way

ISM Executive Briefing

Organizations seeking to automate their sales, marketing or customer-service functions amidst today’s flood of online and off-line information often get off track.  They view solutions solely in terms of adding new technology, or changing internal processes, or hiring additional people with new skills.  Focusing on any of these areas to the exclusion of the others can have severe long-term consequences. Our CRM strategy briefing will explain why and identify specific areas of opportunity for your organization.

More than three decades of experience has shown us that an optimal mix of three crucial components –  people, process and technology – is critical to strategic initiatives in today’s automation environment.  Each of these components presents its own set of challenges, and we believe it is important to take a holistic approach toward getting this mix right.

Spend a day with ISM to review your current customer relations marketing activities and discover actionable opportunities in the following areas of focus:

  • CRM
  • Customer Experience Management
  • Social Media Communities
  • eCommerce (includes Identity Resolution)
  • Big Data Analytics
  • Emerging Technologies
  • Engaged Customer Strategy


  • 2-hour Executive Briefing, customized to your organization’s unique needs, including:
      • Objective observations concerning merits and opportunities in your ongoing customer-centric activities
      • The role of people, process and technology in automation initiatives
      • Common pitfalls and how to avoid them
      • The value in combining activities into an Integrated Customer-Centric Strategy
      • The importance of a metrics-based business case
      • A structured approach to new initiatives, including people, process and technology requirements and a timeline for implementation


  • Expert guidance and thought leadership, based on more than 30 years of experience
  • A vendor-independent sounding board for your current strategic thinking
  • A clear roadmap for developing and implementing the right new initiatives

To reserve your day, call (301) 656-8448, or e-mail us at dbadner@ismguide.com