Strategy / Site Analysis
Training / Support
Our Complete Act! & Zoho CRM Consulting Services
From identifying your needs to system implementation, all the way through to support and assessment, we can assist in every aspect of designing and maintaining your business’ CRM system.
Discovery / Business Strategy / Site Analysis
The first step is building a relationship, so we start with becoming acquainted, either by phone or in person. This is our opportunity to get a general understanding of your high-level requirements, business strategy, company structure and project budget. This is also your chance to get a sense of who we are.
Your specific requirements and business processes are the foundations of your CRM implementation. We meet with key representatives of each department who will be using the CRM system or who require reports based on the data that is gathered. Based on this analysis, we develop a scope of work for your customized CRM solution. If you already have a CRM system in place, we perform an in-depth review of your existing systems and recommend any upgrades or modifications necessary for a successful CRM implementation.
Design / Review
Based on the scope of work, we design your custom CRM solution, including the field structure, screen layouts, data sharing rules, workflows, document and email templates, reports and dashboards. A prototype of your CRM system is presented for your comments and approval.
Conversion / Migration
If you have data in other disconnected systems, you’ll want that in your CRM. If necessary, we’ll convert the data and migrate the information into your new CRM system. Our goal is to facilitate a seamless transition and to consolidate your systems for maximum efficiency.
Implementation / Training
When software installation is necessary, that’s typically our next step. At this time, we’ll also install and configure any plugins or third-party apps. That is immediately followed by company training. CRM training is critical to the success of your project and achieving your desired ROI. As training specialists, we combine your business process requirements with “what’s in it for me”, so your end-users understand the benefits of mastering your CRM system. Additionally, we provide manager and CRM administrator training. Your training can be on-site or off-site, basic or comprehensive, depending on your needs. We can also train remotely, via the web.
Our goal is to make you as self-sufficient with your CRM system as you desire. But of course, we’ll be available to assist in any way we can. We provide ongoing technical support through a variety of support options and remain available to answer any and all of your questions.
Periodic Assessment & Review
Businesses evolve, and your CRM should evolve with it. We provide periodic assessments to identify ways we can improve how your organization is using your CRM, see if it is meeting expectations, and take corrective action to ensure that it is sustainable given your current growth trajectory.
Marshall showed us how a CRM system was the right tool for us. Together with AspenTech’s guidance, we evaluated several systems, quickly narrowing our choice to Zoho CRM. We relied on Marshall’s thorough knowledge of Zoho CRM and the Zoho family of business app to show us how each aspect of our sales, marketing, support and operations would benefit from the system.”– Jim K., Director of Sales, Professional Analytics, Consulting & Software Firm, Rochester, MI
“Marshall guided us on a systematic approach to implementing Zoho, starting with documenting our specific requirements. AspenTech tailored their engagement with us so that we had just the right amount of guidance. Marshall and his team worked with us detailing how to configure and customize Zoho CRM to meet all of our needs. Once the CRM system was ready, Marshall conducted customized hands-on training sessions that were targeted to each employee group’s specific usage requirements. This training went far beyond pure mechanics to include specific work processes that enabled each member of our team to see what’s in it for them, enhancing adoption. Marshall and AspenTech have continued to be there for us as our experience with Zoho CRM continues to grow. We’ve been extremely happy with AspenTech’s responsiveness and depth of knowledge and would not hesitate to recommend them to anyone.
To learn more about how we can help your business thrive, contact AspenTech CRM today at (866) 880-4228 to schedule a free consultation with a CRM specialist.