Customer Relationship Management (CRM) is a powerful solution to help companies become more efficient, accurate and customer-centric. CRM helps companies optimize all processes related to customer interactions and insights, which in turn brings a true competitive advantage.
We help organizations setup their CRM environment and work with them to optimize daily use for achieving their strategy and objectives. Our Consulting Team has a pragmatic approach to CRM implementation and usage - we know that a CRM project is successful only if it is adapted to your unique way of working. Because we only serve South Bay, California, in most cases, we’re able to provide on-sight training sessions for a group or an individual.
Do you not have a CRM yet?
Or do you have one that needs updating or optimization?
SBP Architects can help you define your specific needs and find ways to increase your performance with Customer Relationship Management procedures. We will assist you to design - or redesign - your business processes according to your vision and strategy.
CRM Consulting & Architecture
CRM Implementation
Your CRM doesn’t run on an island! A key success factor of a CRM project is connection with other systems and data repositories. SBP will help you build a system that links all these pieces together.
SBP consultants combine the best tools and techniques for migrating and integrating your historical, live, and emerging data from your existing systems to your new CRM environment. Your data can be integrated based on a batch (ETL) or real-time (ESB) process.
Our proposal is typically based on a phased approach, and our implementation methodology uses agile and iterative processes to include your proactive feedback as a user.
CRM Training’s & Coaching
The richness of functionalities and the specific customization of your Customer Relationship Management (CRM) system require training sessions to provide you with all the required knowledge in order to utilize the full potential of your CRM system.
We deliver on-site and or webinar training’s after implementation, based on your specific environment and needs so it's concrete and ready-to-use for you. We also deliver Sales Workshops and Training’s, which improve sales performance. Sales organizations must build a reputation as trusted advisers for their clients to promote their activities. At SBP, we always link best sales practices with an optimal usage of your CRM system.
CRM Usage Improvement
Do you already have a CRM? Does it need an update or optimization? Do you need more training?
Like most applications a CRM is not a static solution, it has to adapt, improve and follow evolution’s of your business. Kai Stone works closely with you and your teams to enhance the functionalities and the usage of your CRM. After doing an audit of your current customer management system (which is similar to our analytics audit), we will propose a set of usage improvements that can be implemented in a pragmatic and productive way for your organization.
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digital marketing
We’ll connect your Social Media Marketing efforts to your unique CRM system
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We’ll create a responsive, mobile-friendly website that informs consumers about your products and/or services and drives sales
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