Overview of our services…
Our services are designed to align with the needs of the company or organization as it currently stands, while also allowing the company to have a partner that can evolve and grow as the business does. Bringing on additional services and support as needed, all with a strategic plan to support the long and short term needs.
We live in a world where the way a business operates and remains successful can change overnight. Having our services available during these ever-changing times allows provides your company with an immediate response team to make quick shifts in operations based on the needs of your business.
And in detail…
The services we provide align with the business-critical process of every business and organization: Systems & Processes, Execution Of Business Processes, and Sales.
All of these processes executing at a high level support the growth and success of your company. By being intentional with the specific service(s) you move forward with helps us identify the priorities of your company when working with you, and what the scope of the project or phase of the project should be.
Choose the service or services below that would make an immediate impact on your business success or revenue generation.
CRM Setup & Configuration
Your CRM is one of the most important tools that the company has to accomplish business goals.
Overview…
Customer relationship management (CRM) software can get confusing – and understanding how to use all the features of your CRM software for your business is tricky.
Having your companies CRM set-up strategically can be a huge asset to your business.
Your CRM should supplement your strategy, not the other way around. This means before you set up your CRM, you should already have an idea of how it can help you meet your KPIs and improve your relationships with your customers.
Action Items…
Potential action items covered during this phase of your project.
- Create custom fields, layouts and modules
- Migrate your customer information
- Integrate 3rd party applications
- Add users and set permissions
Overview…
Business process is simply a series of tasks that you and your team perform repeatedly to create a product or service for your stakeholder, sponsor or customer. Business process can be modeled as a flowchart, which details the tasks necessary to serve that business goal.
When working on a business process it helps to have all stakeholders involved in the process, someone who is responsible for overseeing and those responsible for executing this process.
Process improvement involves the business practice of identifying, analyzing, and improving existing business processes to optimize performance, meet best practice standards or simply improve quality and the user experience for customers and end-users.
Action Items…
Potential action items covered during this phase of your project.
- Map your customer journey
- Define your business and sales processes
- Automate manual processes
Business Process Analysis
The world is an ever-changing jungle, the consistent refinement and evolution of business processes is a requirement for business success.
Interim Chief Information Officer
If its a short term project or you’re in need of an interim technology lead to make an need an immediate impact while training their replacement
Overview…
Do you need technology leadership, additional people, and expertise to deploy new technology, to solve a particularly hard problem, or even to optimize what you have in place so it runs efficiently?
Your Interim CIO can be deployed to assume leadership responsibility, continue important initiatives, and handle the unexpected.
We can be supportive in helping you evaluate what worked and didn’t work last time, how the organization needs to change, and the key attributes needed for your next CIO to be successful. We’ll even help you interview and select the right candidate.
Action Items…
Potential action items covered during this phase of your project.
- Identify role and responsibilities
- Develop scope and timeline of role
- Develop a plan of identifying internal resources to eliminate the interim role
Reporting & Analytics
Make having analytics part of the company and implement a data-driven decision making organization support by reporting.
Overview…
Visualization of data is an essential and powerful tool. It is one of the best ways for humans to see the valuable truths in complex data. Visualizations that are coupled with tables, updated in real time, and allow for users to interact with the data have an even greater impact on understanding and decision making.
Customers want decision support, not data. They need it at the right time, the right place, and presented in a way that makes sense to them.
We help companies design indispensbale data-driven software applications, dashboards, and products so that your investments in analytics, machine learning, and engineering actually produce tangible value.
Action Items…
Potential action items covered during this phase of your project.
- Identify existing data sources
- Identify additional data collection requirements
- Review, identify and enhance existing reporting and analytics
- Define, create and implement new reporting and analytics processes
Overview…
A sales process that complements your business, sales representatives, customers, and products or services will allow you to boost conversions, close more deals, and ensure all of your reps are providing customers with positive and consistent experiences.
Create a consistent sales process for your team to use when converting any prospect from a lead to a customer.
A sales process is a concrete set of actions your sales team follows to close deals. Which should have a foundation in the sales methodology that clarifies the “why” it’s being executed, and how it will help your business grow.
Action Items…
Potential action items covered during this phase of your project.
- Review and document existing sales processes
- Identify company goals and KPI’s
- Develop a sales methodology and process to successfully meeting business goals
- Train sales team to execute the sales process
Sales Process Design & Implementation
Make your sales teams more competitive, by implementing a technology-driven, documented and defined sales process based on the unique needs of your business and industry.
Email & SMS Campaign Support
From strategy to deployment – and everything in between –
let email and SMS marketing experts do the work for you.
Overview…
We pride ourselves on being an email marketing firm that helps to fuel the email marketing conversions by devising a perfect strategy. Our main objective is to build meaningful and engaging emails SMS campaigns.
Generate and close more leads with an engaging, strategic targeted campaigns that delivers a return on your investment.
When done right, email marketing campaigns are simple, efficient, cost-effective, and read by relevant eyes. Opt-in email marketing, drip email marketing, and marketing automation are a low-cost way to increase referrals, up-sells, leads, and closed deals!
Action Items…
Potential action items covered during this phase of your project.
- Audit and review the current email and SMS campaign strategy and results
- Identify targeted segments for engagement strategy
- Development of integrated communication strategy to increase engagement
- Develop goals and supporting reporting and analytics