CRM Consulting

CRM Consulting

Customer Relationship Management (CRM), in the oil and gas industry, for example, is different from the more traditional approach as centres on being project-focused. In the beginning stages, business developers are focused on a project-based sale as the source of business rather than a sole customer or company. The CRM helps with this project-based, pipe-line management by providing estimates of gross profit, volume and closing dates. The sales team need to have accurate real-time data to collaborate, decide, provide estimates, adapt and operate easily.

Customer Relationship Management

  • Helps key decision makers dealing with large operators by linking and managing multiple key contacts who influence the sales channel. An overall picture of key staff movement is built, so your company and sales staff can see where they influence the environment.
  • Provides a centralised database where you can create and manage customers, suppliers etc,can make detailed notes, document attachments, communications, open quotes, pending orders, service contracts, services issues etc so they can be available to workers across an organisation as a whole.
  • Enable sales staff to accelerate sales cycles and decisions based on secure information regarding pricing, contracts and client details to reduce downtime. They can track competitors, create models showing permits and production status by using industry databases

With Raglan Technologies’ CRM consulting service, we can help you to define your CRM strategy, planning, and design, to implementation, training, and support, we have the certified expertise on our team so you don’t have to.

How we can help you Integrate your CRM

Strategy and Planning – Achieving CRM success doesn’t happen by accident. It’s the combination of a carefully crafted strategy and detailed planning. Ledgeview’s strategic analysis services focus on your business needs and goals and provide you with a clear definition of success metrics that will help you get from your current state to desired future state using CRM and connected technologies.

Let us help you with:
  • CRM Solution Assessment, Platform Recommendation and Roadmap Planning
  • CRM Technology Assessment and Roadmap Planning
  • CRM Optimization Evaluation
  • CRM Upgrade Diagnostic
  • Data Analysis

CRM Design and Implementation – Your business is unique and CRM “Out-of-the-Box” is not a one size fits all solution. Building on your CRM strategy and planning analysis, Ledgeview’s certified experts design a system blueprint that contains both functional and technical business requirements to deliver an on-target, on-budget, and on-date implementation. This goes for upgrades as well. With all the new enhancements that are rolled out each year, it is critical for user adoption to ensure for a smooth transition for each new release.

Let us help you with:
  • CRM Solution Design
  • CRM Solution Implementation
  • CRM System Upgrades
  • Data Management
  • Business Intelligence Reporting

CRM Training and Support -In order to achieve the greatest return on investment for your CRM solution, it is critical to have a high level of user adoption. Not all organizations have the resources (time, personnel, and/or knowledge) to provide end users and administrators the support, training, and coaching they require to utilize CRM to its fullest potential when it is needed.

Let us help you with:
  • CRM End User and Admin Support
  • System Support (CRM, Office 365, Exchange, SharePoint, and more)
  • CRM Licensing
  • Individual and Team CRM Training
  • User Adoption Coaching