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Technology Assessment

Are you interested in a better CRM but would like to evaluate the available options and fully understand both the obvious and hidden costs of transition, and make a more informed decision?

Are you transitioning to the Cloud but still struggling with legacy processes and practices that are hard to change?

Are you interested in improving your use and adoption of CRM and data and thereby improve your ROI?

We provide a comprehensive analysis and assessment of the organization's data and related systems. The scope of this assessment can be either limited to the business unit(s) or organization-wide. Using our assessment, our clients maximize their technology ROI and approach their projects with a greater understanding and clarity of the benefits.

During this process, we work with the organization's technology stakeholders such as IT, CRM users, etc. to identify the needs, pain points, and gaps in the existing set up, as well as their goals and aspirations, and then provide recommendations related to bridging the gaps, via technology, capacity and processes. 


Our assessment uses our proven methodology and uncovers:


  • whether the database systems have adequate tools for operations,

  • whether your processes are sufficient to capture all the important information and maintain data quality at all times,

  • whether your surrounding technology products, such as marketing systems, are ready and properly set up to work with your central database,

  • whether the organization staff has sufficient proficiency in using data & technology to the organization's advantage. 

Our report identifies technology challenges related to tools, staff readiness & processes, and provides actionable recommendations to establish adequate processes, improve staff readiness and set up tools.


Questions? Contact us via email or phone.

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