Our consultancy services will help us to understand your business processes, so that these can be documented as a specification from which the CRM system can be developed.

Requirements Gathering

  • Business Case & Readiness
  • Process Mapping
  • Gap Analysis
  • Costing & Value Proposition
  • Timelines
  • Key Risks

read more

Functional Specification

  • User Interfaces
  • Data Structure
  • Automated Processes
  • Integration
  • System Architecture
  • Reporting & Business Intelligence

read more

CRM Strategy

  • Performance Assessment
  • Cost/Resource Analysis
  • Operating Practices & Procedures
  • Customer Segmentation & Targeting
  • Customer Satisfaction & Retention
  • Data Strategy & Best Practices

read more

System Reviews

  • Ensures CRM continues to meet current business needs.
  • Aligns CRM with strategic business objectives.
  • Identifies new business requirements.
  • Addresses user and management issues
  • Ensures that system architecture is appropriate.

read more