The CRM Journey

If implemented correctly, CRM processes, tools and technologies can help you use your people, process and data assets to the maximum advantage.

Focus2020, will work with you to identify the right Customer Relationship Management approach and solution for your business. We have a structured approach that is tailored to any size of business, industry and budget. Our CRM consultancy services are designed in such a way that we can help and guide you through specific stages of your CRM journey or we can become the CRM go-to person within your business. This includes defining your CRM strategy to managing a full implementation on your behalf (and everything in-between).

Areas and technologies of expertise are Microsoft CRM Dynamics, Siebel, Salesforce, Access, Harte Hanks Allink Advantage, SugarCRM, SkyIQ, Infor Epiphany and Infusionsoft

Focus2020 Can Help At Any Stage Of Your CRM Journey:

Business Requirements and Technology Review – This is an initial deep dive into your business. We will work with you to determine, at a high level, what it is that you need to do in order to achieve your business goals. This is after defining an initial baseline for where you are.

CRM Requirements Definition – This builds upon the initial deep dive that is done as part of the business requirements and Technology Review. This explores all aspects of the above at a more granular level and breaks every requirement down into more manageable chunks. The output of this can be used as the basis for an Request For Information (RFI) / Request For Proposal (RFP).

CRM Solution Sourcing (including RFI/RFP) – Sourcing a suitable supplier can be a minefield. We can work with your business to determine the ‘best fit’ solutions currently available in the marketplace based upon your requirements and budget. We manage suppliers on your behalf, determine shortlists and arrange presentations based upon proof of concept tasks.

GAP Analysis Between your Requirements and Solution Options – he Gap Analysis is a critical step to any successful CRM implementation. Using the defined baseline (where you are), we will work with your business to plan and manage the GAP to ensure you meet your requirements.

Implementation, Project Management and On-Going Support – We can be the business project lead for the implementation of the CRM solution. Here, we will manage the business and technical relationships regarding the project, providing regular updates, and managing the project schedules as required.