CRM Review and Action Plan

The Wurlwind Customer Relationship Management (CRM) Review and Action Plan is an independent assessment of the way a business and its people currently uses a Customer Relationship Management package or system.

It is ideal for owners or managers of small to mid-sized business (SMEs) who recognise the need and benefits of improving their sales activities and value the impartiality and critical eye of an experienced independent external review.

The review can include many elements such as:

* Contact Records, Name & Address files, Customer Database(s)
* Diary and Activity Recording and Management
* Communications by Post and Telephone
* Face-to Face meetings, demonstrations etc.
* Customer specific documents, proposals, presentations etc.
* Sales Forecasting and Pipeline Management

Note: Social Media, Website and Email Marketing are separate reviews.

The review element aims to identify ways to improve record keeping, decision-making and communications to improve sales results, productivity and control.

The action plan will typically identify and highlight 20-30 focused and pragmatic improvements for quick wins and suggestions for longer term development.

The benefits of the review are:

* Identify ways to improve sales productivity
* Identify pockets of data in different places
* Identify lead follow-up improvements
* Highlight ways to improve customer service
* Identify under-used functions in current software
* Provide a strategic view for improvements

For an SME business the review and action plan is typically 1-3 days, depending on marketing and sales processes, team size, review objectives and scope.

If you want to improve your sales effectiveness and productivity through better use of an existing CRM system then this independent review will identify quick wins and longer term direction.

Enter your details and phone number below and I’ll contact you for an initial telephone chat.