Optimize your CRM / Project Tracking System

Does your current CRM system provide the management visibility your team requires?  Is it a useful tool for your sales team, or a reporting burden?  Is it a useful tool for tracking programs from design to prototype to build across different locations / customers?

As part of our assessment audits, or as a standalone audit, we will:

• Engagement – Work with you and your management team to clearly understand your goals and objectives for your CRM system.
  • Tracking tool
  • Design registrations
  • Sales reporting for split commissions
  • Management reporting tool – volume of projects in pipeline, quality of projects, win ratios, lead tracking etc.

• Assessment

  • Is process in place to effectively utilize tool
  • Has sales and management team been properly trained

• Recommendation

  • We make recommendations on how to better utilize your existing package or if needed to implement a new package

• Implementation

  • We will assist in implementing the suggested changes to the existing system / business processes.
  • We can assist in selecting a vendor for a new system if required.

• Measure the Results –

  • Once implemented we will assist in making sure the reporting structure is operating properly and work with your team to ensure that the focus is on closing more project wins.