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CRM Quickstart

Build and Maintain Relationships with Your Customers

Is your current CRM system working for you?

BDO Digital's CRM Quickstart is designed to help gauge your current CRM tools and processes to help you develop a plan to better enable your customer acquisition and retention strategy. Funding may be available for qualified organizations.

BDO Digital will review your environment and current investments and provide you with options to evaluate the modern tools in the marketplace to put you on the path to improved customer relationships. We'll also help you identify use cases where CRM can help improve your organizations ability to enhance new and existing customer relationships.

CRM USE CASES

  • CUSTOMER EXPERIENCE ENHANCEMENT - Build and strengthen relationships leading to increased revenue
  • MARKETING - Develop and manage campaigns, leads and engagement
  • SALES - Manage accounts, opportunities, pipeline analytics and process integration
  • SERVICE - Improve efficiency with case (ticket) management, SLA management, service scheduling and knowledge base
FREE Consultation

 

STEPS

 

Consultation

Consultation

Meet with key stakeholders to review current CRM tools and processes, identify business goals and challenges

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Plan

Align right-fit tools and enablement plan to your specific needs

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Report

Deliver customized CRM Report and suggested next steps

 

BDO Digital will provide you with up to two consultations with a senior member of our team to review your current environment and performance details. Using our CRM Methodology, we will provide you with a customized CRM Quickstart report and recommend targeted next steps.

Adopting the right CRM tools and strategy will empower your team to strengthen prospect relationships, enhance customer loyalty, and increase revenue.

To learn more, contact BDO Digital and a member of our team will connect with you. 

Questions? Get In Touch