Customer Relationship Management (CRM) is composed of the processes an organization uses to organize and track its contacts with its current and prospective clients. Because of a company’s size and the scope of many CRM implementations, significant pre-planning, change management and training are essential for smooth implementation and rollout. It is known that many CRM projects fail due to poor data quality and availability. Data cleansing and migration need to be a major part of any CRM implementation. In addition, because the sales force is usually out in the field, instead of behind the desk, mobile integration and offline connectivity need to be considered in order to have a productive and satisfied sales team.
At DISYS we understand the sales process lifecycle and the challenges behind having the right CRM system at your fingertips. Without the right technologies to support the sales process, the sales force may become less efficient and less productive, causing loss of revenue. DISYS helps to address these and many other concerns through proven implementation and support techniques that put the power in the hands of your sales force. Our CRM Services include:
- Preparing for a CRM Solution – From helping you select the right CRM platform, to ensuring that your transition to the new system is smooth, our CRM experts are ready to engage your IT and Sales teams to ensure a right-fit CRM system
- We can help you decide on the right CRM solution that best fits your business needs and goals. We work with SAP CRM, Siebel, Oracle, PeopleSoft, salesforce.com, SAS, and other technologies to deliver the biggest bang for your buck.
- We prepare your data for migration from your legacy system, including providing recommendations for data cleansing and data security. Data must be extracted from multiple sources, requiring integrated and comprehensive processes in place with well-defined structures to ensure high data quality. Data from legacy systems can be transferred to CRM using appropriate interfaces.
- Change Management and Training – One of the biggest failures of CRM implementations is attributed to poor change management throughout the process and poor training at the end of the implementation. We make sure that best practices are followed and your sales force is involved throughout the process, increasing the acceptance of your new CRM system after implementation. We also provide highly skilled trainers that can customize training specific to your organization’s implemented processes and business practices.
- Implementation of a CRM Solution – Taking what we learn about your business needs and goals, DISYS experts can augment your IT and Business team in key technology areas or manage your CRM implementation from start to finish. We provide project management expertise, as well as functional, technical, and industry experts to meet and exceed your sales forces’ business needs. We also work together with our BI practice to ensure that your sales team and executives have the right dashboards, metrics, and operational information in hand to make timely decisions about your sales trends and revenue opportunities.
- CRM Upgrade Services – As software companies rollout new versions of their CRM solution suites, new features become available that significantly improve the user experience. In addition, support for old versions expires, causing organizations to spend more money on maintenance and support. DISYS can help your organization analyze the features available in latest versions and provide a clear plan to make the transition to the latest version. We assess your current versions and customizations, list the new features available and how they will apply to your specific environment, and create a customer-specific roadmap for the upgrade and beyond. We also carry out the upgrade, including all required change management and training.
Our Experience in Customer Relationship Managment (CRM) includes:
