CRM is a business philosophy for managing all your company’s relationships and interactions with customers and potential customers.  It is supported by strategy, people, process, policies & procedures, metrics and technology.  At a minimum it requires alignment between marketing, sales & service.



  • Current State Assessment

  • Gap Analysis

  • Future State Design:

    • People

    • Process

    • Policies & Procedures

    • Metrics

    • Technology

    • Strategy

  • Plan to Align People, Process, Policies & Procedures and Technology

  • Technology Selection

  • Configuration and Deployment

  • Change Management