Is it time for a

CRM Business Process Review?

CRM Systems has implemented CRM for over 450 clients since 2001.

We are the leading implementer, and a master development partner,

for us, virtually anything is possible with Sage CRM.

Contact Us Now and Lets get Started!

Industry Vertical Templates

Agribusiness: Grain, Feed, Food, Seed and Distribution

Petroleum Marketers

Member Organizations, Chambers of Commerce

Healthcare, Technology

General

Custom

Schedule a no-cost CRM Business Process Review Today

And evaluate your existing CRM implementation to identify ways to get greater ROI from your system.
Increase sales, improve customer service, automate administrative tasks - and more.


A business process is an activity or set of activities that will accomplish a specific organizational goal.

Key business processes include marketing and lead generation, the stages in your sales processes, customer onboarding, automated customer communications, issue management, dispatch & scheduling, implementation, project management and other services that you provide for your customers.

After your company has used CRM for a while, it is extremely common to need revisions to your key business process workflows, as well as streamlining of your screens and interface. Over time it is normal to continue to add business logic to trigger “intelligent notifications”, such as notifications if leads, opportunities or issues are being missed, and notifications when new records are assigned to people.

You can increase your sales and use technology and processes to hang on to your most profitable customers. It is 4 – 7 times more expensive to win new customers than to retain existing ones. The focus should be on increasing your “share of wallet” of your existing customers.

The top two goals of today’s top performing SMBs (small to mid-sized businesses) are: 1) Growth; and 2) Customer Service (CRM Magazine, Feb 2014). It is not enough to generate new sales; you also need to forge strong relationships with your existing customers.

It is also critical to monitor and manage CRM user adoption which is always a challenge and so essential to the success of CRM, which empowers your sales people to be more successful.

Mr. Colin Chambers explains what a CRM Business Process Review is, why its beneficial, and how you can get started with a FREE review today.

Industry Vertical Quickstarts

We do this a lot. As a result, we have designed some quickstart review templates for some of the more common industries we work with. This includes:

Agribusiness (Grain,Seed,Feed, Food)   Petroleum Marketers 
 Distribution  Nonprofits
 Healthcare  Technology (Software & Hardware)
 Manufacturing Transportation

Not on this list? No worries. We have you covered, this is just a short list of the most common industries.
We have worked with companies in over 60 industries on 4 continents!


Top 10 Benefits of Business Process Optimization

  1. Re-Program Your Business processes, including marketing and lead generation, the stages in your sales processes, customer onboarding, automated, intelligent customer communications, issue management, dispatch & scheduling, implementation, project management and any other services that you provide for your customers.
  2. Streamlining of your screens and interfaces. Screens and dropdowns get cluttered over time and need to be cleaned up. You may be ready to set up separate interfaces for your multiple business units. So different teams of users see different fields, dropdowns, tabs, screens and workflows. One size does NOT fit all! and forcing CRM users into screens and processes that don’t fit their business is destructive.
  3. Track and manage CRM user adoption which is essential for CRM implementation success. We set up dashboards and notifications to highlight when user adoption is dropping off.
  4. Identify ongoing user training requirements. Every company has employee turnover, and repetition of the basics is essential; i.e. basic sales training, basic customer services training, sales and support management training, marketing training, CRM system administrator training
  5. Understanding of CRM “cases”; i.e. the mechanism for managing customer issues which facilitates taking excellent care of your customers and retaining them. Our clients have reported losing $ millions in business over a period of years due to ignoring their customers. Cases are the answer
  6. Ensures that corporate goals are being implemented at tactical levels throughout the organization
  7. Helps provide visibility into Key Performance Indicators (KPIs) and align with corporate goals
  8. Develops a dialogue and collaboration between CRM stakeholders across multiple departments
  9. Identifies the need for intelligent notifications, such as when opportunities or cases are being ignored, or when they are initially assigned
  10. Potentially eliminates the need for a new system, by learning how your existing system can be better configured and leveraged

Business Process Review Checklist

Lead Generation (Marketing) Training
Sales processes (opportunity workflow) eSignatures, doc templates & management
Customer onboarding process Reporting, dashboards & pushed information
Issue management (case workflow) KPIs (key performance indicators)
Quote/order entry Email Integration
Pricing logic Triggers & Notifications
Mobile Requirements CRM Version updates
Change management Applicable add-on features
Systems Review CRM User adoption
Customer Self-Service Advanced CRM Capabilities

As part of this service:

  • We interview key personnel from each functional department.
  • We talk to the staff about how they perform their jobs today and the tools they use.
  • What is working and what is not?
  • We gain an understanding of your goals and recommend any tools you may need to grow.
  • We document the process of each functional department and provide recommendations for business processes, work flows & controls.

SELECT FROM ONE OF THREE DIFFERENT SERVICE LEVELS

FREE BASIC
(Contact  us for Quote)

COMPLETE
(Contact us for Quote)
  • Determine high-level business objectives
  • Investigate how CRM, ERP and other systems are being leveraged
  • Develop a priority request list
  • Determine high-level business objectives
  • Investigate how CRM, ERP and other systems are being leveraged
  • Develop a ranked priority request list
  • Detailed review of current systems and processes along with functional reviews with team members involved with those systems
  • Determine high-level business objectives
  • Investigate how CRM, ERP and other systems are being leveraged
  • Develop a ranked priority request list
  • Detailed review of current systems and processes along with functional reviews with team members involved with those systems
Up to 4 hours including one on-site meeting and online/telephone interviews with key team members
  • 1, full-day on site visit to facility
  • Introductions with key team members and management
  • In depth process and functional reviews with team members
  • Detailed review of the current system and related business processes
  • Review the ranked priority request list, devise recommendations and suggested next steps
  • Preliminary start-up electronic team member survey
  • 1 day or more, as needed on site visit to facility, as well as follow up reviews by phone/online.
  • Introductions with key team members and management
  • In depth process and functional reviews with team members
  • Detailed review of the current system and related business processes
  • Review the ranked priority request list, devise recommendations and suggested next steps
Findings will be provided in written form on a 2-page "Review Results" worksheet. An expanded written "Review Results" worksheet, along with a "Recommended Next Steps", ranked by priority. A detailed written summary of findings, including a "Review Results" worksheet, "Recommended Next Steps" ranked by priority,  and estimates of returns on investment for resolving.

We have become experts in CRM and ERP by implementing them many times. Let us help you be successful.

About Us

CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

We are experts at what we do.

Contact us today for more information.

Contact CRM Systems

CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

       
  • Toll Free (Sales): +1 888-344-2652
  • United States (General): +1 619-956-9189
  • Canada (General): +1 204-480-9772
  • sales@crmsystems.com
  • http://www.crmsystems.com

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