Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project. Use this research note to understand the benefits that CRM consultants can deliver. Additionally, use our CRM Consulting Services RFP Template to compare vendors in a systematic, business-requirement-driven, fashion.
Until recently, Customer Relationship Management (CRM) software had the unenviable reputation for being difficult to implement in many mid-sized enterprises. Reasons for project failure included high start-up & maintenance costs, I/T resource requirements, lack of user adoption, and large changes to existing business processes.
Having a data steward, report builder, user-training expert, and system administrator is essential for CRM success. Use Demand Metric's downloadable CRM Administrator job description to formalize the role of CRM application support.
All organizations claim to have "core competencies" but few actually benchmark their capabilities to track and measure improvements over time. Take the time to evaluate your business from a high-level, and commit to continuous improvement. Use Demand Metric's Core Competencies Assessment to set a baseline for your organization, and work to improve your score before your next self-assessment.
Effectively developing and communicating high-level business strategy is essential for organizations looking to achieve market leadership. Additionally, creating a results-oriented culture requires a comprehensive management system. Use Demand Metric's downloadable Balanced Scorecard Strategy Map tool as a basis for implementing a proven business performance management methodology.
Risk assessment is an area of concern for all senior executives, but many mid-sized enterprises do not have the skills, processes, or tools to effectively mitigate risks. Instead of reactively 'fire-fighting' and dealing with issues as they arise, consider adding simple risk assessment & analysis exercises to your project planning process.
Considering how important the interview process is for scrutinizing potential employees, it is surprising that most organizations do not have a formal set of interview questions. Don't misread another hire because you didn't take the time to plan for the interview accordingly. Use Demand Metric's Interview Questions Tool to create a list of standardized interview questions from your perspective.
Developing leaders is a top organizational development priority for every company. Effectively managing knowledge capital is especially important in highly competitive industries. Understanding and deploying a succession management strategy is an excellent way to manage your department, groom future leaders, and mitigate risk. Use Demand Metric's downloadable Succession Management Matrix tool to identify and develop the future leaders of your organization.
Leaders of marketing departments are charged with increasing the knowledge and skills of their team, but many do not have a plan for educating and developing their staff. Use this summary to identify which skills you have, and what strategies you can deploy to engage your team and expand their strategic & tactical skills.
Brand Strategy Scorecard Tool – Use this Brand Scorecard to document your branding objectives, initiatives, measures, and targets for the next 12-18 months.
