CRM Professional Service - SOLO World Partners

The following are general guidelines on implementing a CRM system.

Make a strategic decision on what problems you want your CRM system to address, what improvements or changes it should bring in the business processes of the organization.
Choose an appropriate project manager. Typically IT will be engaged, however a manager with a customer service/sales and marketing business focus should be involved, as the impact of the project will be mainly on the business side.
Ensure executive sponsorship and top management support.
Empower team members with the required authority to complete the tasks.
Select the correct implementation partner. They must have both vertical and horizontal business knowledge, as well as technical expertise.
Define KPI’s that will measure the project’s success
Use a phased approach. Work towards long-term enterprise-scale implementation through a series of smaller, phased implementations

KPI Indicators 90 %

Data Tracking 90 %

Communications 95 %

SOLO Wins Awards

Relationship management is a customer-oriented feature with service response based on customer input, one-to-one solutions to customers’ requirements, direct online communications with customer and customer service centers that help customers solve their issues.
Sales force automation. This function can implement sales promotion analysis, automate tracking of a client’s account history for repeated sales or future sales, and also сoordinate sales, marketing, call centers, and retail outlets in order to realize the salesforce automation.
Use of technology. This feature is about following the technology trend and skills of value delivering using technology to make “up-to-the-second” customer data available. It applies data warehouse technology in order to aggregate transaction information, to merge the information with CRM products, and to provide KPI (key performance indicators).
Opportunity management. This feature helps the company to manage unpredictable growth and demand and implement a good forecasting model to integrate sales history with sales projections.
CRM in developing and maintaining client relationships
Increasingly CRM is expanding outside of the core sales and marketing areas and systems are available that incorporate support and finance data also into the CRM view that a user gets, enabling a wider holistic view of a customer from one screen for a user.