CRM Advisor service

For those looking for CRM advice without a fuller, hands-on engagement with a consultant, we offer the CRM Advisor service. For a fixed, monthly fee, we provide remote support across the whole CRM purchase and implementation process. This includes:

• A monthly project review conference call
• A project plan tailored to your specific needs
• Provision of key project collateral including planning, requirements, and request for proposal templates
• Technology selection and negotiation advice
• Ad hoc help and input as you need it

The CRM Advisor service is designed to give you many of the benefits of a full time CRM project manager at a fraction of the price. Having an experienced consultant proactively guide you through the process, and available to answer questions when you have them, is a highly cost effective way to cut the costs, manage the risks, and increase the returns from your CRM project.