Success Services
1) Discovery - Is your organization prepared to make the
commitment from a product or service focus to one directed
towards the customer? In most successful installations every
department that will be affected by the benefits of CRM must
agree to the change in corporate culture. Is the leadership team
prepared to drive the change? Will the sales force embrace the
benefits of having the power of easily accessible data at their
finger tips and the ability to create their own email merges or
will they feel threatened that "big brother" has visibility into
all aspects of their job? Can these concerns be addressed and
positioned in a way that will excite employees to embrace the
new philosophy? If the organization has too much resistance to
the change brought on by the new culture now may not be the time
to invest in a CRM solution.
2) Needs Analysis - Determine the departments that will benefit
from CRM. This typically includes sales, marketing and customer
service and support. What are the processes that are used today
and how can they be modified to improve your relationship with
your customers?
3) Installation - Although many companies want to implement all
the features up front, research suggests that selecting a module
such as Sales Force Automation or a department such as the help
desk may lead to higher adoption. That way the selected group
can determine which features are most helpful. The "pilot" group
can provide input for implementation and training for the
balance of the organization. This phased approach commonly leads
to higher acceptance of the CRM project.
4) Training - Educating both the system administrator and the
business users of the CRM solution is critical to it's success.
Our goal is to help you understand the benefits of Maximizer so
you can focus on your customers.
5) Refresher Class - Scheduling periodic refresher or new hire
training classes at your facility helps keep your employees
using Maximizer to it's fullest potential.
SMBLoyalty
achieved full technical certification for Maximizer Enterprise 9
To learn more about our Success Services please
contact us at 603 483-5700.
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