Consulting
Choosing the right Law firm and Accounting firm are critical in helping your business. Choosing the right CRM software consulting firm is just as critical because the right software with the wrong people implementing can cost you time and money. Our expertise is in understanding your industry, taking the time to understand you, your business goals and working together to implement your CRM system to grow your business.
We start with proven methodology for diagnostic and analysis to ensure an on-time and on-budget project. This gives a clear picture of the project scope – time, investment, and expected results – to assist your decision making and adoption of the project throughout the organization. We know that the technology alone will not solve your problems, but the correct application of the technology can.
A discipline, similar to requirements analysis, that focuses on the activities or steps involved with completing a specific business-related task with the goal of understanding the actual work in order to streamline the effort and reduce cost.
An approach to analyzing business processes that involves documenting or illustrating the activities involved with completing a specific business related task. Business Analysts typically use modeling tools to depict the current and future state of a business process.
This is the process of putting into effect the system according to a specified plan or procedure.
The purpose of Optimization is to review a customer’s use of their CRM system and make adjustments to increase the effectiveness of the solution. Areas that AbilityCRM focus on in making your CRM system more effective is using Business Intelligence and Dashboards and helping companies implement their CRM system on mobile devices like Blackberry and PC phones.
It has been said, “Knowing how to read and not reading is like not knowing how to read at all”. User adoption of a CRM system is similar. The investment in the system is only as effective to improve your business as having the users use it the best way they can. AbilityCRM focuses on End User training, adoption, and improvement. We also focus on Administration training to help your team support your business CRM system.
Advantage care is our ongoing support program for our clients.
Change Management is an area we help our clients with as they look for ways to improve the adoption of their CRM system at all levels within the organization. Many business owners and executives fail to consider this important task and then wonder why their company has not adopted the CRM system in the way they expected.
AbilityCRM offers its clients a comprehensive analysis of evaluating how their customers interact or “touch” their business. We then map all of these touch points looking at who in your company they interact with, how that interaction works, how your staff is capturing the information from that interaction, and provide options on how to improve the interaction.