CRM-360 On-Line Assessment

Optimize Marketing, Sales and Customer Service

Revenue growth and bottom-line improvement require understanding what your business issues are and mapping a plan to optimize them. Our on-line, innovative and objective survey helps identify the process improvements necessary for your success and the technology solutions needed for implementation.

CRM Areas Targeted:

• Lead Generation
• Lead Management
• Opportunity Management
• Sales Team Efficiency
• Sales Team Management & Coaching
• Marketplace Intelligence
• Order Processing and Fulfillment
• Customer Service
• Customer Service Team Efficiency
• Customer Service Management & Coaching

The Velos Group CRM-360 Assessment:

• Clarifies the importance of your CRM resources and investments
• Identifies potential high-priority CRM issues

Proven Benefits:

• Comprehensive, structured, and empirical tactic for uncovering the improvement effectiveness and efficiency of your marketing, sales and customer service operation’s opportunities
• Consensus among all CRM stakeholders about current situation and the recommended CRM strategy 
• Focused technology evaluation assessing your areas of greatest need
• Customer-facing morale boost for employee’s gaining positive two-way communications

Identifies Critical Weaknesses:

• Process deficiencies
• Productivity obstacles
• Incomplete information
• Inaccurate information
• Inaccessible information
• Lack of timely performance feedback

CRM-360 Assessment Will Improve Your Ability to:

• Create demand for products and services
• Manage and qualify sales leads
• Close sales opportunities
• Process and fill sales orders
• Serve and support customers

Accelerate Your Sales Results Today!

Contact us today for a complimentary 1-hour Sales Lead Management Needs Assessment session