Customer Relationship Management

We ensure institutions implement customer relationship management software in a way that adds strategic value with a vendor capable of executing the vision.

Development of area-specific use cases with best practices implemented in multiple high-performing institutions.

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Insights into the pros and cons of leading customer relationship vendors for sales, marketing, and enterprise solutions.

RFP development, demo facilitation, and financial modeling to select the right CRM vendor objectively.

Expertise working with executive management to create organizational changes that support a CRM platform.

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