Business Process Consulting

Eligeo CRM works with our customers to help develop a strategic plan focused on marketing, sales, customer service and operations
Business Process Consulting laptop

Let’s build your Blue Print!

You wouldn’t just start building a house without creating a blue print, would you?  When it comes to building and developing a comprehensive CRM solution for your business, understanding your business process is critical.  Eligeo CRM has developed a comprehensive business process consulting practice that looks at marketing, sales, customer service and operations to fully understand how your business operates so that you can leverage technology the right way.

Our most successfully customers have taken advantage of this process to help redefine the way that they do business.

What we do for you

  • Business Process Consulting workshops focused on:
    • Marketing
    • Sales
    • Customer Service
    • Operations
  • Employee & Stakeholder Interviews
  • Documentation of business processes
  • Review of pre-existing systems
  • Review data import requirements
  • Development of a high level project plan

What we deliver to you

  • Eligeo CRM Blue Print document
  • Workflow diagrams depicting business processes identified
  • High level strategy and approach
  • Detailed assessment of your business process as it relates to business software
  • Recommendations for your implementation

How to get started

The first step is talk to one of our CRM consultants for a free consultation to determine the best approach for your business.  You can also check out the price lists that are readily available for you to compare.  Our business process consulting services will leave with you with a strategic and informed approach to your CRM project.

Get in touch with us

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