CRM Consulting
What A Leader Can Do
Fortune Techno helps businesses implement a CRM (Customer Relationship Management) solution that will transform the way their organization works and how they interact with their clients. We are certified Professionals of both CRM leaders Microsoft Dynamics 365 and Salesforce, allowing you to select and implement the best CRM software for your enterprise without bias.
We can take you from initial strategy and business case development through to full implementation, training and support of your CRM initiatives. Our Consultants include specialists in the leading CRM tools, in particular the market leading systems such as Microsoft Dynamics and salesforce.com. We very much focus on implementation based on effective design of business processes and training, to ensure successful user adoption and return on investment.
An Audit
If you have a CRM system in place but aren’t seeing any of the benefits, it may be time for an audit.
Our experienced CRM Consultants can help you find the best way forward – whether this means replacing your existing system, making adjustments to improve it or simply teaching you how to use it in new ways regardless of the current CRM system you currently use.
Either way, our aim is to save you money, reduce your risks and help you to get more value from your current processes.
What do our CRM and Salesforce audits offer?
Many companies store their data on a range of databases rather than one central platform. They would however benefit from a modern, integrated and centralised database which stores all contact details and customer relationship history.
In order to improve the everyday running of your business, our CRM and Salesforce audits:
- Review your current customer support structure and existing software systems
- Research your data management handling processes and suggest areas in which new technologies can be employed to support the business.
- Provide detailed information about how you can improve your customer relationship strategy
- Our advice is completely vendor-neutral. We don’t receive payment from software vendors, so you can be rest assured that we’re only ever recommending a solution that best fits your needs.
Custom Implementation
If you’re thinking about installing a new Salesforce CRM or Marketing Automation system, chances are that you have a lot of questions. Our certified consultants understand that this can be a daunting process which is why our certified team at Fortune Tech is on hand to guide you through every step of implementation. You will have a friendly, accredited Salesforce Consultant who will work alongside you.
Part of implementation is understanding how to get your Salesforce Sales Cloud, Service Cloud or Marketing Cloud system to deliver the results you want. We can do this by:
- Tailoring CRM and Marketing Automation functionality to meet your needs and objectives
- Creating a custom functionality to suit the way you work
- Identifying your goals and making sure that every decision supports these objectives
- Importing data from legacy system or spreadsheets
- Building reports and dashboards so that you can effectively measure your KPI’s
Our certified team of professionals will help you to make the right decisions, mitigate risks, maximise your investment and ensure that your project is a success.
Strategic Integration
Many businesses are failing to utilise their Salesforce Sales Cloud system to its full capacity and are losing out on valuable marketing opportunities as a result.
As SalesFortune Tech we can help you to integrate your website and CRM to function together seamlessly. This will enable you to manage your customers, contacts, potential leads and opportunities better and thus grow your business in a far more efficient and cost-effective manner.
Successful Salesforce Sales Cloud or Service Cloud integration has the power to:
- Improve customer communications and retention
- Increase company profitability
- Enhance customer/prospect tracking
- Improve lead generation
- Influence and better target your email marketing campaigns
- Reveal sales leads from all paid for channels
- Report on contact activity from your website and email campaigns
- Improve processes to push more prospects through the pipeline
- Identify upsell opportunities
Managed Services
In order to get the most out of your CRM and Marketing Automation system, it’s crucial the infrastructure on which your system depends on is managed and supported correctly. With the right know-how, your tools can deliver optimum results and more importantly, a fantastic return on investment.
Further benefits include:
- If things go wrong or you have any questions, you can count on us to see to the problem quickly. When trying to deal with this in-house, you may have to wait on employees to finish other projects first
- You can concentrate on other aspects of your business
- You benefit from a pool of shared resources as well as specialist product knowledge and experience
- When CRM systems aren’t managed properly, benefits can erode by the system becoming unreliable or fragile. This is never a concern when all updates and bugs are managed for you
Data Migration
The most valuable aspect of your CRM and Marketing Automation system is the data it holds. This means that when transferring from an old platform to a new one, the migration process is of utmost importance.
Losing data could be potentially catastrophic and lead to future revenue losses. While issues will undoubtedly arise at some point, the key is to make sure that none of them are severe which is where our trained qualified SalesFortune Tech can help you
User Training
Now you have your fantastic new CRM system up and running, how do you make sure that you’re getting the most from it?
Whether you’re using Salesforce or another platform, our training services ensure that your users are fully knowledgeable so that you can maximise the value of your CRM and see fast results.
We offer flexible training and support services which can be entirely customised to meet your particular requirements. We only ever train you on what you need to know, meaning that sessions are both cost effective and productive.
Our workshops will help your managers to gain an understanding of:
- How to produce and utilise reports and data generated by your CRM
- The importance of promoting and developing the use of CRM in their teams
- How to support team members who are resistant to or are struggling to use the CRM
- KPI’s and updated reporting
- Communication best practices
- How your CRM can help with sales and marketing opportunities
