MEASUREMATCH SERVICE PACKAGE

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)

Cost: 
$9500
Duration: 
5 days
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Description

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).

Deliverables

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

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 is MeasureMatch?

MeasureMatch is a professional services marketplace for brands and agencies to get important systems and data work done faster. Our end-to-end platform provides business leaders globally with direct, seamless and flexible access to a highly-skilled, liquid and verified workforce of independent business applications engineers and related data management and data science professionals.

It's never been easier to find and book a consultant or consultancy to get important systems or data work done.

Which services can clients contract via the MeasureMatch marketplace platform?

The independent consultants and consultancies in our global network, around 3,000 in 50+ countries (as of early May 2019), execute important sytems and data project work including, but not limited to: A/B testing, CRM systems deployments and revamps, CRO, data cleaning, marketing performance reporting, identity resolution setup, machine learning for predicting and optimizing customer behaviours, marketing automation systems implementations, social media analytics, tag management, UX analytics, web analytics and much more.


The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 2,000 tools and products including the Adobe stack, the Google suite of tools, AWS and Microsoft cloud solutions, DOMO, Power BI, Segment, Optimizely, Tableau and many more.

Who should sign up to MeasureMatch?

On one side, MeasureMatch is for independent consultants and consultancies with outstanding technology, data or analytics skills and experience. And, on the other, it’s for companies that need to solve, address and advance marketing, commerce, customer experience technology & data challenges, and they are open to embracing service providers located anywhere across the globe.

What are Service Packages?

1
Service Packages are effectively the briefs that clients don't want to write.
2
Service Packages are designed to be operationally and tactically detail oriented to compliment Experts' profiles and help clients choose service provider partners with ease and confidence.
3
Service Packages are the only way to directly strike up a discovery, scoping, pricing and contract negotiation with any MeasureMatch Expert (otherwise, a project brief needs to be submitted).
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