Our approach to every CRM consulting engagement is to keep it simple, be easy to work with, be knowledgeable, and stay within budget.
Our Process for CRM Consultations follows the below path:
Assess – We will spend required time upfront to fully assess where your organization is today and where it needs to be.
Define – After proper and thorough assessment we will comprehensively define requirements so that the right solutions can be selected.
Analyze – Once we have assess the situation and defined requirements, we will analyze those findings and map them against today’s available platforms.
Design – After we have identified the right CRM provider to meet requirements, we will design the platform for the specific needs of your business.
Implement – We will implement CRM solutions after the design phase and create a sandbox and pilot platform.
Test -The critical phase of testing occurs at this point, and we will test the CRM platform for all defined use cases and departments.
Deploy – Once testing is completed, we deploy the full solution for your team and work with you to ensure full adoption and the comfort of your staff with the solution.
Train – We typically do not end our work at the deployment stage and consider training critical for adoption and allowing our customers to get the most from their investment.
Support – After deployment and training we can stay with our clients for support as long as they wish, our support can take the form of periodic check ins or even providing an ongoing full time or part time administrator for your platform.
In addition to taking an agnostic CRM consulting approach one of the advantages of working with Valenta is that we will customize your CRM to your business’s specific needs. We can map fields, workflows, blueprints, tracking, reports, and dashboards to the exact requirements of your business. We can also integrate additional modules to your CRM.
Common add on modules our clients have deployed include the below.
Our clients in the area of CRM consulting find many long term benefits to their engagements with us. The ones they most commonly site include the following.
At Valenta we have done extensive consulting specifically with Salesforce and Zoho CRM.
Please find these pages highlighting our CRM Consulting with these two leaders.
Click logo to go to specific page