Customer Relationship Management (CRM) Requirements

Call Center Services

We help you meet the multi-channel needs of your customers by developing detailed business and customer contact requirements for your CRM project. Our expertise involves documenting and mapping end-to-end and customer contact processes and redesigning inefficient processes prior to choosing a CRM application or mapping data. A key part of our CRM process analysis includes defining the eBusiness technology platform for a single face to the customer since it is an integral part of maximizing the benefits of a CRM application for multi-channel customer access.

Benefits & Results

Let the experienced call center experts from Kramer & Associates help you ensure the success of your CRM project by developing detailed customer contact and business requirements. Our proprietary "Systems of Alignment™" process solidifies the First Call Resolution process with Training and QA standards.  Discovery and Requirements Development are conducted on-site with your staff which ensures buy-in, transfer of knowledge, and cost efficiencies.

The benefits are numerous, including an impartial selection of a successful CRM application and implementation vendor. Efficiencies that come with redesigning flawed processes prior to automating them are also gained. This step results in saving the pain caused by merely "paving the cow path."

Deliverables & Project Steps

Examples of deliverables and the project steps required to define the business requirements for a CRM project are shown below:

Define and/or Refine the Vision for CRM
Organize & Lead the Call Center Project Management Team
Identify & Quantify the Business Benefits & Paybacks of CRM
Map "As Is" End-to-End & Customer Contact Processes
Reengineer Flawed Processes
Define & Document Business & Customer Requirements
Develop Detailed User Requirements & Prototypes
Define Integrated eBusiness/Multi-channel Technology Requirements
Develop RFP's & RFQ's for CRM Application & Vendor Selection
Coordinate the CRM Selection Process
Develop the User Training Program & QA Program
Define Support Requirements & Feedback procedures

We Welcome the Opportunity to Talk with You

      We welcome the opportunity to discuss your needs in complete confidence.    

      For more information about our other consulting offerings, click on Services & Expertise.

      To learn how we can help you, call for a complimentary consultation at 513-792-5700 or contact us at eservice@kramerandassociates.com.

      We look forward to hearing from you!

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