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- View client history
- Improve service delivery
- Identify new opportunities
- View client history
- Improve service delivery
- Identify new opportunities
Scale your business
Every question, service request, preference, and contact detail about each of your customers can be migrated into a CRM solution.
Take advantage of customer data to create personalized interactions.
- Manage sales opportunities
- Leverage customer data and analytics
- Create better client relationships
Scale your business
Every question, service request, preference, and contact detail about each of your customers can be migrated into a CRM solution.
Take advantage of customer data to create personalized interactions.
- Manage sales opportunities
- Leverage customer data and analytics
- Create better client relationships
Discovery
Create the right outcome
We identify your current customer management strategy and determine where real improvements can be made.
Our consultants conduct a high-level review of your current customer management systems, data, roles, and processes.
Discovery
Create the right outcome
We identify your current customer management strategy and determine where real improvements can be made.
Our consultants conduct a high-level review of your current customer management systems, data, roles, and processes.
Software selection
Find the best fit
We conduct interviews with your project team to identify processes and workflows. The outcome is to ensure that every process is captured.
We provide software demonstrations to gather feedback about function preferences and must-have features. Through a discussion of the software options, we help you decide which software will work best for your organization.
Software Selection
Find the best fit
We conduct interviews with your project team to identify processes and workflows. The outcome is to ensure that every process is captured.
We provide software demonstrations to gather feedback about function preferences and must-have features. Through a discussion of the software options, we help you decide which software will work best for your organization.
Iterative development
Customized to your needs
Our CRM development specialists develop the functions into the selected software platform and iterate with your project team to ensure our delivery is meeting your expectations.
During this phase we assign roles to the project team to ensure functions are accounted for, validated, and tested.
Iterative development
Customized to your needs
Our CRM development specialists develop the functions into the selected software platform and iterate with your project team to ensure our delivery is meeting your expectations.
During this phase we assign roles to the project team to ensure functions are accounted for, validated, and tested.
Implementation and training
Transform your workflows
Once the system is ready, our deployment specialists create documentation and install the system. We conduct training sessions to educate staff on how to use the program and replicate their workflows using the new software functions.
We also provide training for account administration so that your organization can manage users on its own.
Implementation and training
Transform your workflows
Once the system is ready, our deployment specialists create documentation and install the system. We conduct training sessions to educate staff on how to use the program and replicate their workflows using the new software functions.
We also provide training for account administration so that your organization can manage users on its own.
Support and maintenance
Updates and backups
Post-installation and deployment, our CRM support specialists are available to help your team with any issues and on-going training.
We offer managed support to keep the software up-to-date and secure, as well as off-site backups to ensure your data is always protected.
Support and maintenance
Updates and backups
Post-installation and deployment, our CRM support specialists are available to help your team with any issues and on-going training.
We offer managed support to keep the software up-to-date and secure, as well as off-site backups to ensure your data is always protected.
Find the right CRM solution for your organization
Speak with our CRM specialists.jpg)
Find the right CRM solution for your organization
Speak with our CRM specialists
Contact ALT Consulting
Learn how CRM can improve your processes.
Contact ALT Consulting
Learn how CRM can improve your process.