Verify your CRM (Customer Relationship Management) processes and tools with best-in-class practices

Verify your CRM (Customer Relationship Management) processes and tools with best-in-class practices

Wojciech G

Independent strategy consultant (10 years with A.T. Kearney)

5 days
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Best-in-class CRM (Customer Relationship Management) tools (i.e. IT systems) increase sales by 30% on average, when correctly implemented. 1. Are you sure your current or considered CRM tool includes features available in best-in-class IT systems? Do you know which of the over 200 typical features advertized by CRM suppliers are crucial for the business efficiency? 2. Have you tested reliability of the leading CRM tools? Which ones are very reliable, which ones stop working many times a day? It takes one month to thoroughly test one tool. 3. Do you implement or plan to implement your existing CRM process in the tool or do you reengineer the processs before chosing and implementing the tool? 4. Do you know which business decisions you have to take to improve your business? Do you know which CRM reports you need for the business decisions? Do you have too much or not the correct information in reports? 4. Best companies have a process of constant improvement. They do not have a fixed CRM process. They constantly modify the CRM process, the data they collect on clients and reports they create based on the data. Do you have such a self-improvement process? The Service Package answers to the questions above and gives you actionable recommendation on what to change. The Package requires some involvement on your side: - 1-2 hours of your senior representative (e.g. Chief Sales Officer of Chief Marketing Officer) for discussing how the business is done (sales channels, marketing communication mix, B2B vs B2C vs C2C, direct / indirect, partnerships, various sales processes etc.) - 2-4 hours of time of each of 2-4 key employees or partner employees contacting clients in your organization for in-depth interviews. - Sending me the data presented to customers by the kew employees (presentations, links to www site, marketing messages etc.). - 1-2 hours of your senior representative (e.g. Chief Sales Officer of Chief Marketing Officer) for attending the presentation with project results. The Package may be done remotely by video contacts or on-site (with additional charge for travel/hotel).


Review of currect CRM process vs the best-in-class process - categorized list of "has" / "does not have" process features.

Review of currect / considered CRM tool vs the best-in-class tool - categorized list of "has" / "does not have" process features.

Recommendations - categorized list of specific actions to be taken to get to the best-in-class CRM process and tool. The recommendations will address the questions in the Service Package description.

Frequently Asked Questions

Which services can clients contract via the MeasureMatch marketplace platform?

The consultants, consultancies, agencies & SIs in our global network execute important systems and data project work including, but not limited to:

-            Select and deploy a data warehouse solutions like Snowflake, BigQuery and others

-            Set up dashboards in Power BI, Tableau or Google Data Studio

-            Power customer data collection using RudderStack, Segment, Tealium or similar

-            Implement product analytics solutions like Mixpanel or Amplitude

-            Build data pipelines in Azure, AWS and Google Cloud

-            Transform data using dbt, Fivetran and similar

-            Plus heaps of data & analytics services reaching into complex AI/ML initiatives

The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.

Why book consultants or consultancies via MeasureMatch?

It's easy and incredibly fast to find and book an incredibly valuable professional services partners through the MeasureMatch marketplace platform.

And, because we handpick and screen all service provider applicants, or they are invited by technology vendors participating in the MeasureMatch Partner Exchange, we're seeing more than 95% of contracts rated 5 full starts by clients (as of September 2023).

Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you need - to name a few in one of our most popular services categories (CRM & Marketing Automation), MeasureMatch has the skills and pros you need.

3,000+ skills across 10,000+ systems & data services professionals are accessible via the MeasureMatch marketplace and partnerships platform.

You'll have direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants, consultancies, agencies and even system integrators, each armed with the skills to advance customer and product data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.

Who should sign up to MeasureMatch?

On one side, through a Client account, the platform is for business leaders who need to solve for, address and advance any number of cloud software systems and/or data challenges, and they are open to embracing service providers located anywhere across the globe to get the work done.

On another side, with a Service Provider account, MeasureMatch is for consultancies, agencies, system integrators and independent consultants to provide exceptional systems & data professional services.

The third entry point into MeasureMatch, the Partner Exchange, is for SaaS and enterprise software vendors, and a growing number of other types of organizations, to use a set of tools grow and deepen service provider relationships for customer success, go-to-market partnerships, and more.

Does MeasureMatch quality control new service providers?

Every one of the MeasureMatch network of service providers has been through a stringent application process, including an interview to ensure relevance of Service providers and quality of delivery. And each is fully aware of the how the platform works, including the commercial framework.

What are MeasureMatch Service Packages?

A Service Package describes a service on offer from a consultant or consultancy participating in the MeasureMatch professional services marketplace.
Service Packages compliment MeasureMatch Experts' profiles with services that can be booked "off the shelf".
Service Packages are the only way a prospective client can directly strike up a discovery, scoping, pricing negotiation with any MeasureMatch Expert - otherwise, a project brief needs to be submitted.
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