CRM Consulting Services

CRM consulting services will assist you in developing the optimal strategy for sales, marketing, and customer service activities, as well as maximising the return on your CRM investment. Our CRM specialists at Peafowlsoft strive to address a wide range of business demands with customised CRM solutions.

CRM Consulting

Dedicated Services

CRM Process Automation Consulting

Consulting on sales automation

  • Automated sales process design.
  • Making a business case (cost, outcomes, ROI or NPV).
  • Choosing a sales CRM platform (if not selected yet).
  • A specification for customisation and integration.
  • Training for the sales crew.
  • Training for the sales crew.
  • Providing consulting services till the project is completed.

Consulting on sales automation
Consulting on customer service automation

  • Automated customer service process design.
  • Making a business case (cost, outcomes, ROI or NPV).
  • Customer service platform selection (if not selected yet).
  • A specification for customisation and integration.
  • Training for the service team.
  • Providing consulting services till the project is completed.

Consulting on customer service automation
Consulting on marketing automation

  • Automated marketing process design
  • An economic case (cost, outcomes, ROMI or NPV).
  • Selection of a marketing automation platform (if not selected yet).
  • A specification for modification and integration.
  • Training for the marketing staff
  • Consulting assistance till the project is completed.

Consulting on marketing automation

CRM Project Consulting

CRM implementation consulting

Consulting for CRM installation

  • Automated sales, customer service, and marketing procedures are designed.
  • An economic case (cost, outcomes, ROI or NPV).
  • Choosing a CRM platform (if not selected yet).
  • A specification for modification and integration.
  • Training for sales, customer service, and marketing teams.
  • Consulting assistance till the project is completed.
CRM migration consulting

CRM migration assistance

  • Automated sales, customer service, and marketing processes are being redesigned.
  • An economic case (cost, outcomes, ROI or NPV).
  • Choosing a CRM platform (if not selected yet).
  • A plan for data migration.
  • A specification for modification and integration.
  • Training for sales, customer service, and marketing teams.
  • Consulting assistance till the project is completed.
CRM revamp consulting

CRM Redesign Consultation

  • A strategy for turning CRM into a digital transformation facilitator.
  • An economic case (cost, outcomes, ROI or NPV).
  • A specification for modification and integration.
  • A specification for modification and integration.
  • Training for sales, customer service, and marketing teams.
  • Consulting assistance till the project is completed.
CRM consolidation consulting

Consultation on CRM consolidation

  • Customer relationship management (CRM) that is oriented on the customer.
  • An economic case (cost, outcomes, ROI or NPV).
  • A proposal for consolidation.
  • Specifications for each integrated CRM’s customization and integration.
  • Training for sales, customer service, and marketing teams.
  • Consulting assistance till the project is completed.

CRM Consulting for Specific Domains

CRM for ecommerce

  • Automated sales, customer service, and marketing procedures are designed.
  • CRM platform decision based on a business case (costs, results, ROI, or NPV) (if not selected yet).
  • Specification of software needs.
  • Training for sales, customer service, and marketing staff.
  • Throughout the project life cycle, consulting assistance is available.

CRM for ecommerce

CRM in the healthcare industry

  • Processes for automating patient engagement.
  • Create a business case (costs, outcomes, ROI, or NPV) -Choose a CRM platform (if not selected yet).
  • Description of software requirements.
  • Training for the patient engagement staff.
  • Assistance with consulting throughout the project life cycle.

CRM in the healthcare industry

Banking CRM

  • Automated sales, customer service, and marketing operations for individuals and businesses.
  • Making a business case (cost, outcomes, ROI or NPV).
  • Platform selection for CRM.
  • Specification of software needs.
  • Different user jobs require different types of training.
  • Throughout the project life cycle, consulting assistance is available.

Banking CRM

CRM in the manufacturing industry

  • For your manufacturing CRM, create a business requirements specification.
  • Making a business case (cost, outcomes, ROI or NPV).
  • Platform selection for CRM (if not selected yet).
  • Specification for integration (planning integrations with PLM, accounting software, ERP, inventory management software, field service management software).

CRM in the manufacturing industry

CRM Consulting to Drive Customer and Revenue Growth

ISSUE

Patchy and incomplete customer info

FIXED

360-degree customer view

ISSUE

Low performers in sales, marketing and customer service

FIXED

Increased productivity of sales, marketing and customer service employees

ISSUE

Ineffective cross-departmental collaboration due to the lack of CRM integration with other enterprise systems

FIXED

Efficient cross-departmental collaboration due to integrated systems and joint workflows

ISSUE

Decreased customer loyalty due to bad customer experience

FIXED

Better customer satisfaction and retention

ISSUE

CRM investments that do not pay off

FIXED

High ROI of your CRM investment

ISSUE

Hampered decision-making due to poor data quality and, as a result, inaccurate reports

FIXED

Improved decision-making based on reliable reporting and forecasting

CRM Consulting Axioms Worth Believing In

Business issues CAN be solved with technology

Technology CAN be used to solve business problems

CRM-enabled business process automation has been shown to effectively solve sales, customer service, and marketing difficulties, allowing businesses to:

  • A 23-30% increase in marketing ROI.
  • A 30-45% increase in sales revenue.
  • A 90-98% CSAT score.
CRM Consulting Services

The most successful process modifications are the result of collaboration between in-house managers and CRM consultants

Peafowlsoft’s CRM consultants apply their technical expertise and industry knowledge to assist your in-house management in bringing process innovations to life with a good return on investment. The most typical business benefits you’ll get from working with Peafowlsoft’s CRM team are greater customer acquisition, conversion, and a significant boost in revenue.

QUOTE

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