CRM Scoping Services: Build a Road Map
To meet today’s expectations for growth, many successful businesses are placing client data at the heart of all effective decision-making. Firms are looking at CRM as a program with the objective of combining data from multiple systems to deliver insights that stakeholders can use to enhance service and performance. As such, firms are looking to answer questions such as:
Where is the work going to originate?
What are the most influential business development and marketing activities?
How do we track our experience and present the most relevant credentials to our potential clients?
Which of my colleagues has relevant experience that I can recommend to my clients?
To find the answers to the questions now being asked, your firm can leverage its existing investments in technology, data, and people. The challenge is, how do you unlock the value of your firm’s extensive repositories of relationship intelligence, knowledge, and expertise?
Wilson Allen offers a full range of consulting and advisory services that help firms do just that. For example, with our CRM Scoping services, our team of CRM experts will review where your firm is on its CRM transformation journey, capture where it wants to go, and, most importantly, guide you on how to get there (see the table). We’ll guide each step of the journey for whichever path best meets your firm’s needs.