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This EPD helps companies compare CRM business solutions and provides a “gap” analysis of where their company is today and where it needs to be with productivity in the front-office areas of the company. This high level organization-wide analysis identifies work flow strengths and weaknesses. The goal and objective of this important exercise is to make sure the vision is realized for the entire organization. This will be through a combination of human resources and technology. The EPD
will be your first step in realizing the vision.
The EPD includes but not limited to the following documented analysis:
- Understand growth and vision of your organization.
- Develop a “Customer Experience” review of technological workflow.
- Review work flow of the sales process.
- Review “touch points” of Front Office (CRM) and Back Office (Financials) for integration.
- Review reporting requirements for Senior and Staff management.
- Review Business Dashboard requirements to measure and manage the business.
- Understand Security concerns.
- Identify initial Business Alerts required for “call-to action” events.
- Estimated Investment Required. (by product comparison including services)
- Recommended rollout and realistic timeline.
- Recommended training rollout and content. Project Management required.
Majestic designs business environments to run more efficiently by automating their workflow processes. By identifying the workflow and customizing your CRM system, the communication and efficiency in a business doubles, if not triples, depending on your organization and culture. That level of efficiency translates into higher revenue, less employee turnover and a greater bottom line. From analysis to implementation, Majestic Consulting Group makes your business more productive and profitable through cost-effective business solutions.
Companies with a clear business vision, a strategic growth plan and commitment from senior-level management are the organizations that will experience the greatest success with CRM. If you are interested in contacting Majestic Consulting Group for CRM Software Comparisons, please contact us or call us at 888-403-9400. Majestic Consulting has clients nationwide, but we primarily serve the following areas: Philadelphia PA, DE, NJ, MD and DC.
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