08 Oct CRM Consulting Services
Dedicated Services
CRM Process Automation Consulting
Sales automation consulting
- Design of automated sales processes.
- A business case (cost, outcomes, ROI or NPV).
- Selection of a sales CRM platform (if not selected yet).
- A customization and integration specification.
- Sales team training. Consulting support until project success.
- Consulting support until project success.
Improvements in:
- Sales productivity
- Opportunity win rate
- Sales revenue
Customer service automation consulting
- Design of automated customer service processes.
- A business case (cost, outcomes, ROI or NPV).
- Selection of a customer service platform (if not selected yet).
- A customization and integration specification.
- Service team training.
- Consulting support until project success.
Improvements in:
- Agent productivity
- Case resolution time
- Customer retention
Marketing automation consulting
- Design of automated marketing processes.
- A business case (cost, outcomes, ROMI or NPV).
- Marketing automation platform selection (if not selected yet).
- A customization and integration specification.
- Marketing team training.
- Consulting support until project success.
Improvements in:
- Number of leads
- Lead cost
- ROMI
CRM Project Consulting
CRM implementation consulting
- Design of automated sales, customer service, and marketing processes.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- A customization and integration specification.
- Sales, customer service, and marketing teams training.
- Consulting support until project success.
Improvements in:
- Lead count, quality and cost
- Sales revenue
- Customer satisfaction
CRM migration consulting
- Redesign of automated sales, customer service, and marketing processes.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- A data migration plan.
- A customization and integration specification.
- Sales, customer service, and marketing teams training.
- Consulting support until project success.
Improvements in:
- Lead count, quality and cost
- Sales revenue
- Customer satisfaction
- International customers
CRM revamp consulting
- A plan on how to make CRM a digital transformation enabler.
- A business case (cost, outcomes, ROI or NPV).
- A customization and integration specification.
- Sales, customer service, and marketing teams training.
- Consulting support until project success.
Improvements in:
- Lead count, quality and cost
- Sales revenue
- Customer satisfaction
CRM consolidation consulting
- Account-centered CRM design.
- A business case (cost, outcomes, ROI or NPV).
- A consolidation plan.
- Customization and integration specifications for each integrated CRM.
- Sales, customer service, and marketing teams training.
- Consulting support until project success.
Improvements in:
- Revenue per account
- Customer satisfaction
CRM Consulting for Specific Domains
Ecommerce CRM consulting
- Design of automated sales, customer service, and marketing processes.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- Software requirements specification.
- Sales (in case of B2B), customer service, and marketing teams training.
- Consulting support throughout the project life cycle.
Improvements in:
- Lead count
- Lead cost
- Customer satisfaction
Healthcare CRM consulting
- Design of automated patient engagement processes.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- Software requirements specification.
- Patient engagement team training.
- Consulting support throughout the project life cycle.
Improvements in:
- Patient engagement
- Patient satisfaction
- Revenue
Banking CRM consulting
- Design of automated sales, customer service, and marketing processes for individual customers and business clients.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- Software requirements specification. Training for different user roles.
- Consulting support throughout the project life cycle.
Improvements in:
- Lead conversion
- Upsells and cross-sells
- Customer segmentation
- Case resolution
- Risk management
Healthcare CRM consulting
- Business requirements specification for your accounting CRM.
- Design of automated processes for lead and opportunity management, communication with clients buying accounting services.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- Software requirements specification.
- Integration specification (planning integrations with accounting software, payment services, practice management system).
- User training for different roles: sales people dealing with leads and accountants rendering services to clients.
- Consulting support throughout the project life cycle.
Improvements in:
- Lead conversion
- Customer loyalty
Manufacturing CRM consulting
- Business requirements specification for your manufacturing CRM.
- Design of automated processes for onboarding new distributors, nurturing new leads down a sales pipeline, working effectively with recurrent orders.
- A business case (cost, outcomes, ROI or NPV).
- CRM platform selection (if not selected yet).
- Software requirements specification.
- Integration specification (planning integrations with PLM, accounting software, ERP, inventory management software, field service management software).
- User training for sales people.
- Consulting support throughout the project life cycle.
Improvements in:
- Lead-to-sale rate
- Repeat order rate
- Upsells and cross-sells
CRM Consulting to Drive Customer and Revenue Growth
See how CRM consulting by HLT Global can cure acute CRM pains to achieve a more gainful customer lifecycle management.
ISSUE
patchy and incomplete customer info
Turn around with CRM
FIXED
360-degree customer view
ISSUE
Low performers in sales, marketing and customer service
Turn around with CRM
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
Turn around with CRM
FIXED
Efficient cross-departmental collaboration due to integrated systems and joint workflows
ISSUE
Decreased customer loyalty due to bad customer experience
Turn around with CRM
FIXED
Better customer satisfaction and retention
ISSUE
CRM investments that do not pay off
Turn around with CRM
FIXED
High ROI of your CRM investment
ISSUE
Hampered decision-making due to poor data quality and, as a result, inaccurate reports
Turn around with CRM
FIXED
Improved decision-making based on reliable reporting and forecasting
Why Choose HLT Global as Your CRM Consulting Provider
- 13 years in CRM consulting and CRM development.
- Extensive industry expertise in manufacturing, retail, professional services, healthcare, banking, telecoms, etc.
- Partnerships with leading CRM vendors: Microsoft Gold Partner and Salesforce Consulting Partner.
- Ample portfolio of CRM consulting projects for enterprise customers.
2 Axioms of CRM Consulting Worth Believing In
Axiom #1: Business issues CAN be solved with technology
CRM-enabled business process automation is proven to efficiently solve business issues in sales, customer service and marketing, helping companies to get:
-
- A 23-30% increase in marketing ROI.
- A 30-45% increase in sales revenue.
- A 90-98% CSAT score.
Axiom #2: The collaboration of in-house managers and CRM consultants brings the most successful process changes
HLT Global’s CRM consultants leverage their technical mastery and industry experience to help your in-house managers bring their process improvements to life with a high payoff. Thus, better customer acquisition, conversion and substantial revenue increase are the most common business benefits you’ll get from the collaboration with HLT Global’s CRM team.
Explore Our Consulting Case Studies
Why You Need CRM Consulting
You know for sure, there’re other players on your market. Thus, when you get the experienced CRM consultants’ help in time, you’re likely to be the first who’s reaping the following business benefits from CRM:
38%
increase in lead volume
32%
increase in lead conversion rate
28%
increase in number of deals and deal size
25%
increase in win rate
24%
increase in customer retention
28%
increase in customer retention