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Executive Briefings

Customer Relationship Management (CRM)

An optimal mix of three crucial components – people, process, and technology – is critical to any CRM initiative. Let us identify gaps and opportunities. Executive briefing topics can include:

  • Sales, marketing, customer service and call center enablementCRM Strategy & Implementation
  • Creating holistic customer profiles
  • Selecting CRM software
  • Negotiating with CRM vendors and VARs

Deliverable

2-hour Executive Briefing customized to your organization’s unique needs, including:

  • Up to 8 hours of customization pre-work that often includes ‘ice-breaker’ interviews with key executives
  • Objective observations concerning merits and opportunities in your ongoing and/or planned CRM initiatives
  • The role of people, process and technology in CRM initiatives
  • Common CRM pitfalls and how to avoid them
  • The value of a CRM Strategy
  • The importance of a metrics-based, CRM business case
  • A structured approach to new CRM initiatives, including people, process and technology requirements and a timeline for implementation

Benefits

  • Expert insight and thought leadership, based on more than four decades of experience
  • Alignment of the executive team to ensure successful CRM initiatives
  • A vendor-independent sounding board for your current CRM strategic thinking
  • A pragmatic roadmap for developing and implementing your CRM efforts

To discuss a CRM executive briefing for your business, call (301) 656-8448, or e-mail us at Contact@ismguide.com.

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