CRM Implementation

CRM Implementation in a Nutshell

Our sales consultants will help you choose and set-up a CRM solution. We will also help import data from your current repositories and customize it to your sales model. Basic user training will follow to establish CRM best practices.

Our sales consultants recommend Salesforce.com

Why Our Clients Chose CRM Implementation

Until they allowed us to implement a CRM solution, most of our clients were inefficiently storing their sales data in a hodge podge of information silos. Or, if they had a CRM solution selected, it was more of a hindrance than a help on their productivity. CRM can be challenging to customize and learn without expertise and product familiarity. and they still didn't have accurate forecasting because adoption rates were low.


Tangible Benefits Observed from CRM Implementation

With a defined sales process, SRi's sales consultants will assess and fix the gaps in your current workflow or define one from scratch.

1.Improve productivity by consolidating data - Stop wasting time looking for data in disorganized spreadsheets and pieces of loose paper. Storing everything in one place will save time so you can focus on critical activities.

2.Improve customer satisfaction - A key benefit of CRM is that correspondence with your prospect is improved, whether it's faster response times or efficient follow-up mapped to mission critical stages in the sales process.

3.Improve forecasting accuracy - Gain crucial visibility into the numbers utilizing CRM Implementation services from SRi. Data is real-time and less susceptible to human error than alternative data methods. With data to back up your assumptions, be proactive and respond with back-up plans before you're in a number crisis.


Sample of what's included

Identify current data repositories
Consolidate data into one silo
Customized fields
Customized reports
Sales Management dashboards
Ramp-up of new hires
User training