CRM

CONSULTING
PARTNERS
REVEALED

HOW-TO GUIDE
 CRM Consulting Partners Revealed
HOW-TO GUIDE

Many mid-sized organizations are in the process of implementing a CRM system, but few have a
really solid understanding of how to best approach the project. Use this research note to under-
stand the benefits that CRM consultants can deliver.

Use our CRM Consulting Services RFP Template to compare vendors in

a systematic, business-requirement-driven, fashion. as a base-line when
creating these essential website policies.

VIEW RESOURCE

CRM Consulting Services Benefits:

Better Organizational Alignment – Consultants are great at focusing the attention of senior
executives who can otherwise be difficult to engage. Consider purchasing a 'Business Process
Review Workshop' professional service to quickly build organizational alignment on the role
and risks of CRM.

In-depth Expertise – Not only do consultants know the vendors very well, but also they have
loads of experience with developing and refining business processes, which are the foundation
of a successful CRM implementation.

Additional Resources – Some organizations are so strapped for time, they need an extra pair
of hands for the heavy lifting of the CRM project. Help with data manipulation, cleansing, and
migration, are key areas of benefit.

2 CRM CONSULTING PARTNERS REVEALED HOW-TO GUIDE

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