CRM Optimization Lets You Do More with Your Data

Correct optimization of your CRM starts with organizing your data codes. Our Codes Frequency Report (CFR) identifies and counts every code used within your existing CRM, revealing which codes can be deleted, consolidated, or cleansed. One of our experts can analyze the report and guide you through your next steps.

Know ahead of time exactly what it will cost to cleanse your data and make sure your most critical cleansing is completed first. We produce a detailed list of the cleansing issues identified by our Codes Frequency Report during discovery (coding issues, and report and output needs), then create a detailed plan to resolve even your most complex issues.

Is your staff frustrated by ineffective or inefficient business processes? We’ll evaluate how your CRM fits into your existing workflow and develop an achievable CRM optimization roadmap to get your people and technology working in harmony.

Concise, orderly CRM reports inspire strategic planning and energize campaigns for your organization. We’ll help you hone in on the right metrics, ensuring your CRM can always meet your specific demands. If necessary, our experts will help you design a customized solution with capabilities beyond what your vendor can provide.

Make sure every member of your team is confident accessing the full capabilities of your CRM. We offer live or recorded training sessions and can help you design an efficient, cost-effective training program for ongoing instruction.

Our team of experts can help capture your organization’s workflows and roll out effective user documentation. We work with you to develop a format that ensures your business processes and standards are documented for long-term usability.