Correctly evaluate your CRM processes and technology and set the cornerstone of your business success.
A CRM Performance Review (CPR) is a comprehensive review and evaluation of your CRM technology, associated processes, and how your organization uses them to manage not only your customer interactions, but your overall business operation. Convoko looks at these areas together and adds significant value by focusing on running your business better; not just on configuring your technology.
A CPR consists of in-person, on-site, working sessions between Convoko experts and customer stakeholders. Following our proven methodology and conducted in an effective and efficient manner, in these working sessions the team:
With the opportunities for business and CRM improvement identified, we logically organize them into solution initiatives. The result is a clear picture of how to improve both your business processes and your CRM performance. Now that we know “what” should be done, next comes the “when” and “how”.
Every Convoko CRM engagement evaluates three critical components of your business; process, technology, and people. CRM implementations are most successful when all three of these components are jointly addressed across multiple functional areas.
Does your business need CPR?
CRM Performance Review
If you implemented your CRM solution and:
* You still don't know how your key accounts are performing
* You still don't know who your real top performing accounts are
* You still run your sales review using Excel
* You still can't tell if you will reach your sales goals for the month
Your business needs a CPR Performance Review
At the heart of most CRM solution is the ability to manage opportunities. However, clearly defining your opportunity stages in a simple and action-oriented approach is critical to accurately forecasting sales. If you don’t have clear pipeline visibility; your organization needs a CPR Performance Review.
CRM solutions are developed to share account and sales activity information; but they must be configured correctly in order to support the right business processes. If you lack visibility into your team's activity and accounts; your organization needs a CPR Performance Review.
CRM solutions are no longer "islands of information." Whether the CRM is the database of record, or a secondary database within your business, CRM solutions must be correctly integrated to the enterprise ecosystem. If your CRM solution is not optimized in that way, your business may need a CPR Performance Review.
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