Your perspective comes first! Customizing a CRM strategy
As we begin to work with you, we will want to understand your customers and business operations. Based on our initial consultation we will prepare a proposal designed to join the most appropriate CRM software with your current needs and future ambitions while anticipating adjustments to your business processes and organizational culture.
If a more in-depth analysis is necessary, we will schedule a discovery, which may include a combination of questionnaires, interviews, assessments or observations that will culminate in a detailed report of our findings and recommendations.