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      Come possiamo aiutarti

      CRM Value Capture

      More than half of all companies that invest in customer relationship management (CRM) systems don’t achieve the expected payback. With our proven approach you can harness the full power of your CRM system to boost revenue and customer loyalty.

      CRM Value Capture
      • Overview
      • Risultati attesi
      • Insights
      • Our Team
      • Related Offerings

      Your CRM system can—and should—be a powerful weapon in your sales and marketing arsenal. Yet a range of strategy, technology and user-adoption issues often result in disappointing ROI. We provide an integrated solution that addresses every component of CRM optimization, from clearly defined directives and processes to systems configuration and integration to enthusiastic frontline adoption.

      Our CRM ROI diagnostic assesses the strengths and weaknesses of your current CRM, surveys employees to uncover their unvarnished perceptions and pain points, and aligns leaders on your point of departure, desired end state, and near-term priorities.

      We then work closely with you to develop a roadmap to value, develop the right technology architecture and commercial process design, and provide the training and implementation help you need to join the ranks of CRM “value maximizers,” that select group of companies that derive nearly three times the benefit from their CRM systems compared to CRM “value wasters.”

      Leggi di più Leggi di meno

      Risultati attesi

      Risultati attesi

      Maturity assessment

      Assess your key strengths and weaknesses

      Analysis & insight

      Surveys & interviews with employees to learn what’s good and bad about your CRM

      Prioritization workshop

      Get leadership team in a room and align them on best way forward

      Roadmap to value

      Map the steps needed to take your CRM to the next level

      Featured Insights

      Industria 4.0 e Servizi
      Where Lead Generation Goes Wrong, and How to Right a Faltering Process
      Many CRM systems are bloated with poor-quality data and unqualified names.
      Snap Chart
      How the Best Sales Operations Teams Navigate the Digital Cosmos
      Leading commercial operations teams emphasize digital tools that help frontline reps.
      Brief
      Keep the Sales Teams Reassured and Humming
      A disciplined cadence combined with new skills and behaviors will help the sales team maintain revenues and emerge from the Covid-19 crisis stronger.
      Brief
      Shaping Up Account Management
      Leading B2B companies use key account management to create value for their most important customers.
      Infographic

      Featured Team Members

      Headshot of Jens Friis Hjortegaard

      Jens Friis Hjortegaard Partner Copenhagen

      Headshot of Dianne Ledingham

      Dianne Ledingham Advisory Partner Boston

      Headshot of Chris Dent

      Chris Dent Partner Denver

      Headshot of Greg Callahan

      Greg Callahan Partner Boston

      EverClean

      Establish the clean data foundation you need with EverClean, our CRM data cleanup and development service + software for enterprise B2B sales organizations.

      Learn more

      Related Offerings

      Go-to-market Transformation

      Go-to-market Transformation

      Build a detailed analysis of market opportunity—and mobilize your sales teams to attack it.

      Leggi di più

      Account Management

      Account Management

      The right accounts, cadence, actions and tools. Those are the cornerstones of strong account management. Get it right and the results can be transformative. We help you do just that, with a proven end-to-end program that gets results.

      Leggi di più

      Strategic Planning

      Strategic Planning

      Rigid calendar-year planning cycles are obsolete. Our Living Strategy approach helps you conquer four pitfalls of strategic planning so you can join the elite ranks of companies that meet and exceed their strategic ambition.

      Leggi di più

      Sustainability in Private Equity

      Sustainability in Private Equity

      Take a holistic approach to ESG that spans the entire investing value chain, to achieve superior returns and help create a more sustainable world. 

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