CoreMatrix will work with your team to define your strategic direction and key business objectives for the project. This will include outlining what you want to achieve, evaluating the impact of a shift to a customer centric model, and defining the processes and technology needed to make it happen. During the planning phase, CoreMatrix project managers and subject matter experts work with you to identify project team members (on both the customer and CoreMatrix side), refine and document the objectives of the deployment, and map out a detailed project plan that provides the roadmap to a successful implementation, integration, and user adoption of the solution.
Strategic Planning Services Include:
- CRM Readiness Assessment
- Business process re-engineering
- Sales Process Optimization
- Change Management Strategy