Outsourced CRM Management:
Struggling with CRM

Client Profile

  • You purchased CRM
  • You had someone build it, upload data and launch it
  • There was little/no training
  • There is no buy-in; little usage and no value

Current Options

Below is a list of options companies have today:

Current Options

Below is a list of options companies have today:

OptionsIssue
Hire a third party to “fix stuff” as needed.
  • While I am sure that the company does an excellent job “fixing stuff” as requested, the relationship is mostly reactive and non-strategic.
  • Who internally is going to keep driving the behaviour change?
Assign resources internally.
  • Your assigned internal resources already have full-time jobs. So, while intent may be good, follow-through is often lacking.
Hire a full-time CRM Manager internally.
  • With up to 40 users, having a dedicated resource is not needed. It’s also not cost effective ($5,000/month).
  • But you can’t have “nobody” running CRM day-to-day.

Our Solution

Hire Focus as your CRM Management Department to:

STEP 1. TUNE UP > RELAUNCH

DESIGN

Review original strategy and design
Process re-mapping and usage strategy re-design

BUILD

Drive all recustomizations layouts, fields, data migration,
automation, workflows, basic integration (phone/email), etc.

Pricing: A La Carte | Timing: 30-60 days

STEP 2. WHO IS GOING TO RUN YOUR CRM?

Now that CRM is relaunched, Focus will assign two resources – a VP, CRM Strategy and a CRM Coach to own day-to-day responsibility for the following:

$150-$200/user/month (Tiered pricing based on # of CRM users)

Also Available:

  • Starting with a Test Group
  • Assessment of CRM Set up & Usage only
  • Assessment of CRM Set Up & Usage with Tune Up only
  • Purchase of a fixed “hours per month”
  • Purchase time “a la carte” as needed

 


As Brian Ginsler, Principle at Bridgepoint Financial said:

“We all knew that without someone owning our CRM, this would quickly fail. We agreed that we would only implement this great tool if we were prepared to invest in its usage.

But what were our options? We didn’t have the resources to do this internally and hiring someone full-time would cost $5000-$6000/ month in salary.

Then we found Focus.”