CRM – Customer Relationship Management

We look at CRM – or customer relationship management – from many different perspectives – just like our clients. Some view CRM as a pure technology – a way to structure and centralize data from various places. Others think of it as a sales machine – a way to manage new business among existing customers. And then there are those that think of it as a “metric manager” or a way to track everything anyone could ever want to know.

CRM is all of these things - and more. While the implementation process can be overwhelming, the sticky part can be bringing information back to the business in a timely, efficient manner. We have found that many organizations are stressed by their inability to get to information when they need it and frustrated that often times seven-figure investments seem to cripple the decision-making process instead of promoting it.

That’s where we come in.

We have helped a number of organizations gain access without requiring a “PhD in CRM technology”. Our distributed access solutions extract information from the source, present it to the business in a highly intuitive, decision-forward framework, and maintain consistency across the organization.

We also help our clients in the decision-making process – evaluating the highly dynamic CRM space and driving the selection process across a wide-reaching internal constituency. We serve as the central point from RFI to implementation.

Here are some examples of our work...

Saving the Highly Affluent Customer
Constructed and managed a CRM solution that helped target, retain and grow customers affiliated with the Wealth Management Group. Merged information across through distinct organizational units to create3 a holistic view of the relationship and supported opportunity identification and direct marketing implementations.

Database Marketing for the Mid-Tier Organization
Introduced and implemented database marketing capabilities to advance relationship management strategies. Constructed a multi-tier relationship system and wrapped a reporting and list generation application to identify opportunities, implement programs, and measure return.