SalesForce Strategy
SalesForce Advisory & Strategic Solutions
A customer-driven approach is key to identifying and acquiring new customers, delivering exceptional service, and increasing your business's revenue. Our advisory and strategic services employ actionable techniques designed to give you a 360° view of your customer and maximize your revenue potential.
Many of our clients struggle with shrinking budgets, dwindling resources, and rising operating costs. Our team of expert consultants has over 35 years of industry experience resolving these challenges for our clients and creating strategies that command results. We will work with you to develop a specialized plan that balances patient and member needs with financial consideration
Your customer’s health (and your bottom line) will thank you.
CRM Strategy
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Establish executive alignment on the goal of a CRM initiative
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Review and validate current and future state-required capabilities
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Create a vision of the transformed operations
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Define guiding principles for the transformation
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Determine value drivers and measurements for the transformation
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Build a solution design for the capabilities & design prioritized implementation roadmap
Benefits of a Customer-Driven CRM Strategy
Our advisory solutions streamline your business’ path to success and generate an actionable strategy to create lifelong customers and transcend your revenue goals.
Balances your CRM initiatives with your strategic objectives
Ensures that executive stakeholders align with your CRM initiatives
Creates a future vision for the organization as a result of CRM implementation
Identifies the CRM capabilities needed to support your strategic objectives
Defines the success metrics for all CRM initiatives
Provides a prioritized roadmap to guide your organization through the implementation process