To build a customized CRM tool that will track and automate your organization’s unique data and processes both reliably and effectively, you will need to find a partner to help you make the most out of your investment while maintaining a reasonable cost of ownership. Predicting your organization’s need for ongoing support can be challenging, so it is imperative that you partner with a dedicated professional services firm for the long haul. Without a trusted partner, your organization will quickly find itself with an outdated platform that doesn’t meet its needs.
Unifying marketing, sales and customer service activities is critical in the effort to earn customers for life. The key is to connect customer experiences and create customer communities through orchestrated, omni-channel communication campaigns. Gaining this capability not only generates actionable insights and unified knowledge, but also improves employee productivity and performance across marketing, sales and customer service.
Marketing teams can use CRM Professional Services to make forecasting simpler and more accurate. They can get clear visibility over every opportunity or lead, and map out the whole customer journey from enquiry through to sale, so giving them a better understanding of the sales pipeline or prospective work coming in.