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Products and Services

CRM Re-Launch

CRM Re-Launch

Stanton Allen work with firms to help them to identify and implement the most effective CRM system and strategy to support their Business Development, Marketing and critical business programmes. We also work with firms that have already implemented CRM but are not achieving the Return On Investment that they had expected.

Key Elements

  • A finalised roadmap which contains:
  • A set of clear tasks by workstream.
  • A resource plan.
  • A budget.

Benefits

  • Helps to re-engage and invigorate users.
  • Review, audit and cleanse of existing CRM records.
  • Review and rebuild of system configuration to support the ongoing business requirements.
  • Review of overall firm goals and objectives.
  • In depth market knowledge to help drive key decisions.

Outputs

  • Strategy documentation.
  • Clearly defined goals and a roadmap including workstream, tasks, budgets and owners.
  • Guidance on best approach to achieve goals and objectives.

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