Listening is the first step! We heard, "I can't see the whole picture!" from our client! She was selling women's clothes from her home and wanted to see a complete history of each of her clients' purchases. We evaluated her process and recommended a small change in the data she was entering in her CRM system. The solution included several new custom fields and reports. The next time a client visited her showroom she knew exactly which new pieces would fit into their wardrobe!
Our client was a time-crunched CFO who knew he could be getting more from his CRM system. After speaking with the sales team, the CEO, and the CFO, we implemented workflows that automated their sales quotes and created reports that delivered more valuable information. We also automated an approval process for situations where the salesperson wanted to negotiate a better price for the client.
The project at Constant Contact was designing and implementing a Salesforce module to manage the field events. Working with their CRM team, we created the business case, prioritized the features, and managed communications between the field reps and the Salesforce techs. This process kept the project running smoothly and it was completed 2 weeks ahead of schedule. We also trained the field reps and regularly reviewed reports to ensure adoption and success!
Data = Information Information = Knowledge Knowledge = Power As The Data Chick, all my engagements start with the people at my clients’ organizations. Conversations that reveal important information about how their businesses run and how they’d like their businesses…
Database users are the people in your organization who have access to your data. Depending on the size your business and the industry you’re in, the number of users can range from a select few to every employee. Opportunity for…
Accurate data is at the core of every successful business decision. Data analysis exists on many levels in all types of businesses, and if the data isn’t accurate, then neither are the conclusions. So how can you ensure that the…
