• Why Would a CRM Roadmap be of Interest?

• What are the Deliverables of the CRM Roadmap?

• How is the CRM Roadmap Delivered?

• What are the Benefits of a CRM solution?

• What Investments are Required?

• How do I Qualify?

Why Would a CRM Roadmap be of Interest?

If you are evaluating methods of retaining your customer and prospect data while increasing communication with your sales team, a CRM Roadmap will assist your company to:

• Determine if there are areas which would benefit from new technologies to provide easy management of your business rules, improved accuracy, reduced data entry time, lower cost, faster feedback and increased efficiency.

   

• Evaluate the opportunity for technology improvements to your sales and customer service management processes
   

• Ensure more value for your sales people through easy and familiar data entry.
   

• Highlight the benefits your organization can realize by improving collaboration and connectivity with sales, service and customers.

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What are the Deliverables of the CRM Roadmap?

Your organization will receive a written report that summarizes the findings of the analysis meeting.  This CRM Roadmap will include:

• A detailed description of your business processes and how you interact with your prospects and customers.
   

• A summary of strengths and weaknesses identified in the meeting, and an outline of areas for greatest return on investment (ROI).  Based on the results of a CRM ROI Calculator, suggestions will be made for improving your business processes.
   

• A summary of the benefits your organization will realize with technology improvements and next step recommendations for improved efficiency and profitability.
   

• A list of the steps needed to implement these technologies to allow your company to move forward with creating a detailed implementation plan.

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How is the CRM Roadmap Delivered?

As a Microsoft certified partner, Altara is well positioned to deliver the CRM Roadmap. Our CRM professionals have participated in additional training and will be supported by a Microsoft Technology Specialist as needed.  We will come to your site to conduct the CRM Roadmap meeting. This on-site visit will last approximately ˝ day and will include an analysis of current needs and challenges.  This meeting will also include the opportunity for executives to have a hands-on “test drive” of the Microsoft CRM solution with a customized navigational orientation provided by the consultant.  A written Roadmap report, as described, will be provided within two weeks of the analysis meeting.

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What are the Benefits of a CRM solution?

1. Help eliminate redundant data entry and manual consolidation of sales reports
    

2. Quickly get a clear picture of your prospects and customers in the event of sales representative turn-over
    
3. Improve sales pipeline reporting
    

4. Improve customer service while reducing service costs
    

5. Sell more…faster
    
6. Leverage the Microsoft Office System programs workers use everyday including Microsoft Office Outlook® 2003 and Microsoft Office Excel 2003

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What Investments are Required?

From You - You will need to invest time and personnel to share information during the CRM Roadmap analysis meeting.  We expect that a company will need to dedicate a senior level executive, a knowledgeable IT staff member, a sales manager, marketing manager, and a customer service manager for a ˝ day. There is no cost or purchase commitment required to schedule a CRM Roadmap.

From Microsoft and Microsoft Certified Partners - Microsoft and Altara will fund the CRM Roadmap.

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How do I Qualify?

You must have more than 3 sales representatives with at least 50 employees and must have a vision of reducing your sales costs, and increasing your existing customer revenues through technology software applications.

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