CRM Consulting & Development

The process is key to successful CRM initiatives

At ConnectingBlox we understand that to consider CRM a technology project is a mistake. From the beginning of any CRM engagement, we position ourselves to drive all of CRM's key elements. Our consultants will work to develop a comprehensive needs analysis which takes into account your environment, existing business processes, business strategy & goals and technological position. From the needs analysis we can work with you to develop a plan to build the proper CRM process, gather the data sources within your organization, implement the right technology and drive high rates of user adoption. We will help build the tools and the mindset for CRM to succeed in your organization.

Three Key Elements of Effective CRM

• People - From the CEO to every customer service rep, the people in an organization must buy into CRM. Both the process and the technology should be easy to use. Bottom line is that if the people can’t support and follow the process then the process won’t be effective.
• Process - In order to bolster a CRM initiative business processes must be reengineered, often from the view of, how can this process better serve the customer?
• Technology - CRM technology should provide a single, holistic view of each customer. The data driving this view should come from all available data sources within an organization.

Sales Force Automation

Sales Force Automation (SFA) is a key front-end technology for CRM initiatives. SFA is a tool that schedules and manages the activities of a sales person or team. This typically includes automated scheduling of calls and mailers, tracking of responses and reporting on sales activities. In an advanced CRM system, SFA can be extended to provide a smooth hand-off from front office (sales, customer service) to back office (production, shipping, accounting).

Marketing Automation

Marketing automation and campaign management is critical to the success of any sales organization. Without marketing it can be very difficult to drive new sales. CRM initiatives often include a process to closer align marketing and sales. By connecting Marketing Automation with Sales Force Automation a CRM system can drive leads directly to sales and greatly shorten the cycle.

Analytical CRM and Sales Intelligence

Applying an analytical approach to CRM initiatives can provide several significant benefits:

• Improved up-selling/cross-selling
• Improved forecasting and profitability data
• More informed decisions regarding product mix, pricing and new product development
• Customer drift & trends
• Tracking sales performance

Development & Integration

ConnectingBlox has a team of developers and database experts available to customize your CRM solution and integrate it with your existing technologies.

• Integration with Accounting/ERP and other back-office applications
• Develop custom dashboards, views and balanced scorecards
• Integration with web applications and data sources
• Custom automated marketing campaigns from CRM data
• Custom CRM modules
• Complex workflow processes