MKT5CRM Customer Relationship Management

This usually starts with an assessment of the current state of things. These most usually include the "aches and pains" that hinder your team's productivity and detract from your company’s goals. How do you know what the current state is? Begin by asking your sales, marketing and customer service teams a few key questions:

What are the strengths and weaknesses of your company’s current processes?

How can these processes be improved?

What administrative activities are detracting from their productivity?

What are the opportunities and threats ?

What is the competition doing?

Note: Some of the things that typically emerge from the current state of things:

Data redundancy/ duplication of customer data

IT systems including database currently in silo architecture

Marketing automation capability: customer segmentation, customer targeting, customer data integration, and campaign management done manually. Currently no software available for these marketing task to be automated.

Salesforce Automation Capability: No clear capability to perform customer profitability analysis, time management, Call management, Opportunity management, Account management, Territory management activities.