CRM Technology Optimization

BUSINESS CHALLENGE
Technology has fueled a boom in application vendors that have effectively transformed the term “Customer Relationship Management” (CRM) to describe a category of predominantly Sales-focused technology products, as opposed to the actual function of CRM that spans the efforts of individuals and departments across an organization.

Although it’s not the whole CRM story, technology plays a significant role in this function and the number and types of contact/lead/customer management, workflow and telephony application choices available today is staggering.

• So how do you know what would work best to meet your organization’s needs?
• What will scale best with your organization as needs change?
• Who’s going to do the implementation? Integration? Deployment? Training? Enhancements?
• How do you save a previous investment in a tool implementation that hasn’t been adopted or successful?

COVESTIC'S SOLUTION
Answers to these questions are easy to undervalue and the cost is ultimately inefficiency, inability to achieve customer and service delivery standards and lost investment.

• Selection – Formalize and validate specific needs and then carefully measure them against the capabilities of technology solutions in the market.
• Implementation – Business process planning, configuration and integration of selected solutions for optimal technology and operational integration and performance.
• Deployment – Introduction of solutions to production environments with full administrator, manager and end user training and support.
• Restart – Save previous technology deployments that are not currently meeting the intended objectives of the investment.

OUR APPROACH
Covestic’s CRM offerings all share one common component – they begin with attaining an understanding of the specific business objectives, nuances, processes and infrastructure of our clients. This enables us to deliver practical, valuable and long term CRM solutions that fit their business.

Only when CRM technologies are considered as an integral piece of the overall CRM function will they live up to the promises and expectations set by the vendors that sell them. And that’s where Covestic is different. Anyone can provide cookie-cutter tool implementation, but most mid-market and enterprise organizations come to an often painful conclusion that the product itself is only as good as how well it’s integrated with their unique business. Covestic delivers world class CRM Technology Optimization methodologies that offer the best of both; right-sized tool deployment/migration with careful, calculated and comprehensive operational integration that optimizes the CRM function.