CRM Newsletter Articles

Customer Relationship Management

CRM Consulting Services

With a staff that blends both business and technology skills, Hagerman & Company offers services that provide valuable assistance during all phases of a CRM project. The amount and type of help we provide is completely up to you. Our flexible approach and accommodating style will make our CRM Practice a valued member of your team - easy to work with and quick to achieve results.

Strategic Planning:
CRM is really a business strategy, not a software product. Our strategic planning engagements focus on providing a framework for you to successfully develop your unique customer-centric CRM strategy, complete with business objectives and financial justification.

Requirements and System Design:
CRM software has seemingly no end of capabilities, but what do you need it to do? We help organize and prioritize your CRM requirements, and then plan and document the customization that must be performed to meet them.

Customization and Development:
Whether it is simply changing the look of a form, or programming a procedure to automate your workflow, our customization will be clean, efficient, and incorporate the best use of the software’s out-of-the-box capabilities.

Implementation:
We’ll help you get the CRM system up and running correctly, avoiding the technical glitches that can leave a bad first impression on the users. Not only are we trained on the CRM software you will use, but as a Microsoft Certified Partner, we also understand the server and desktop technologies required.

Data Integration:
Your CRM system will require data from an existing source, whether for a one-time initial import or an ongoing communication link to an ERP system. We have the expertise, tools and partners to handle this critical component of your project.

CRM Solutions

Customer Relationship Management