Consultation Services

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― Alan Lakein, author

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Our Process

Establishing Your CRM Strategy

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Establish your goals and create a clear plan up-front to set the stage for success in your CRM initiative. The beginning is the most important part of the work. We value the importance of planning. Through consultation, you come to better understand the components that lead to your best CRM strategy. We provide a long term value for your investment.

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Work with you to understand your current processes.

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Get to know your customer’s interactions with you through Journey Mapping.

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We will work to understand and define your Sales Processes from top to bottom.

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We will evaluate your organizations CRM Readiness and provide a full report.

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We will help you to clearly define your goals for your customer relationships.

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Identify and document those components you will need in your CRM technology.

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From this, we will deliver a plan to build-out the CRM technology solution to support your CRM strategy.

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SMB Dynamics Provides Consultation Services to Help Establish your CRM Strategy

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The most effective CRM will help improve marketing, sales, and service; thereby improving the overall customer experience. This also benefits and establishes a foundation for the creation of more integrated internal processes and make relevant data available to the teams that need it.

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Let’s discuss the tools to grow your business!

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