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CBI Solutions - CRM Solutions
Front Office Assessment
Any successful automation initiative begins (and ends) with listening. We start by understanding business objectives. We learn customer needs and concerns. We consider processes, social structures, business plan and existing technologies. Then, we define a clear “road map” for the initiative— complete with requirements, identified phases, budget and most important, return on investment measures and projections.
Software Configuration
With our clients’ functional requirements in mind, our experienced consultants will configure, install and implement recommended hardware and software solutions that result in CRM systems that support an organization’s business objectives.
CRM Performance Improvement
Through careful analysis, our consultants recommend improvements and organizational structures that best support and enable customer relationship strategies. Applying best practices and innovative thinking, we work with clients to increase the effectiveness of their organization.
Systems and Data Integration
The effectiveness of CRM systems is dependent upon integration to critical support systems. Whether it is an ERP system, or a complex Computer Telephony Integration application, our integration and data conversion methodology will ensure the data is available and easily migrated to the CRM system of choice.
Project Management
Our experienced project management team uses proven methodologies to help develop a comprehensive plan, deploy the appropriate resources and identify key milestones. We also rely on quality measurement tools that analyze the performance of critical success factors, ensuring the project meets expectations at every phase.
Training and Education
We understand that effective transfer of knowledge is critical to a program’s success. Our dedicated team of training professionals will develop a comprehensive on-site training plan and provide user-friendly software guides and manuals for easy reference.
Post-Implementation Support
With services such as monthly maintenance, emergency on-site maintenance and toll-free customer support, we make sure systems continually achieve organizational goals and evolves to meet changing requirements.
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