CRM is About Customers
VTL Consulting’s CRM consulting services assure rapid time to value and best practice enforcement.
VTL Consulting has over 14 years of experience helping businesses plan, implement and support Customer Relationship Management initiatives. Our implementation methodology has been used to help hundreds of businesses across the country achieve success with CRM. Whether your business has 5 or 500 employees we can help plan and execute your CRM project. We provide the below services to customers:
CRM Business Analysis and Gap Assessment Analysis
Project Planning/Installation & Configuration
Implementation & Customization
Proof of Concept
Support Services
We offer Microsoft Dynamics CRM solutions. We are a Gold Certified Microsoft CRM certified solutions partner.
General overview of Microsoft CRM
Microsoft CRM is not so much a technology as it is a business strategy used for helping companies acquire new customers and maintain current customers. Acquiring new customers costs four-to-five times as much as keeping and reselling to existing customers. Microsoft CRM enables companies to build and implement business processes that help retain existing customers.
Microsoft CRM is all about collaborations and interactions between vendors, supplies, and customers. The core goal of Microsoft CRM, as a technology, is to enable and track these interactions in order to learn more about customers. Each time a sales person interacts with a customer, the company learns something new about that customer. For instance, the customer might prefer to interact by electronic mail, but will accept broadcast fax messages. Using Microsoft CRM, learning how customers were acquired is not only possible, but quite easy. Microsoft CRM automatically tracks all interactions, regardless of how they were initiated, between your sales and service employees and your customers. Later each interaction can be recalled individually, or combined with others to create a complete history, commonly known as a 360-degree customer view. Simply put, this 360-degree view captures the entire set of interactions and collaborations between your company and your customer.
CUSTOMER RELATIONSHIPS ARE THE BACKBONE OF YOUR BUSINESS - but the tools to EASY TO LEARN AND USE, Microsoft CRM offers an intuitive user interface, centralized activity management, effectively manage these relationships have, until now, required prolonged implementation and single-click access to information, reports, and sales and customer service functionality. processes and high costs for training, customization, and maintenance. Microsoft CRM offers powerful CRM functionality from the start and makes it easy for you to customize, integrate, and maintain your solution efficiently and affordably.
Needs CRM Business Analysis, Project Planning and Proof of Concept
We offer Needs Analysis, Project Planning and Proof of Concept services to assure your implementation is properly planned and that the plan is validated prior to investing in CRM software.
We begin by performing a FREE CRM Needs Analysis session with your management/project team. This session is a review of your goals and objectives as well as the challenges your business is facing. We educate your team on how CRM technology can complement your overall goals and assist in proper product selection.
The next step is to perform a full Project Planning session. During this session one of our senior CRM consultants works with your project team to develop the blue print for your project. We address all aspects of a successful CRM initiative including:
Business process review
Detailed definition of goals across sales, marketing and customer service
Review of CRM products and how they fit your goals and objectives
IT infrastructure review
Customization requirements
Data Migration
Data Analysis/Reporting requirements
Integration requirements
Automation/Workflow
Gap Analysis
Training
We provide a written Project Plan and Scope of Work that serves as the blueprint for the project. This detailed document contains goals and objectives, business process review, gap analysis, deliverables, timelines, roles and responsibilities and more.
Proof of Concept
We can also validate the plan by providing a Proof of Concept phase. During this phase we build a virtual server in our data center to allow you to evaluate the recommended CRM software. This allows your project team to evaluate the project as a whole before committing to a software license purchase.
Implementation
During the implementation phase we provide technical resources to implement the software, provide customizations according to the project plan, migrate your data, perform reviews of the system, conduct end user training and provide you with support following the implementation.
We also offer QuickStart CRM packages that are fixed fee/fixed scope implementations designed to get you up and running quickly and within budget decreasing your time to value.
Contact us today to schedule your FREE CRM Needs Analysis and to discuss how we can work together to assure your success with CRM!
Recent Customer Comments
"During my tenure at Volvik Goft Balls I have had the opportunity to work with several of the top consulting firms in the North West region, I would rate VTL Consulting as one of the best that I have worked with"
Brian Smith - Vice President of Operations – Goft Balls
"I can't say enough about VTL Consulting. They're always there, helpful and very knowledgeable. With lots of people involved technology can really get wrapped around the axle, they've done a wonderful job with us"
Joe Patella - Dynamite Instrumentation
“We needed more than just someone to install the program. We needed a company we could trust for the long haul, one who has the resources and knowledge to respond quickly when an issue arises and is willing to take the time to work with us as our business needs change. We chose VTL Consulting because of their expertise with Microsoft CRM and Data Warehouse their desire to help us get the most out of our CRM solution. Unlike some partners I have dealt with I am confident VTL Consulting will be there for us when we need them.”
Len Fox - IT Manager - Retail Industrial Supply