When it comes to CRM, accounting and law firms have unique needs. Knowing
"Who Knows Who" reports, Outlook integration, stringent data change/quality management, client intake and conflict checks are essential. When multiple professionals have relationships with the same prospect or client, who "owns" the relationship?
Customer relationship management ('CRM') applications are no longer a competitive advantage. For most, they're a business requirement. If executed properly, your CRM application is an asset while a poorly executed project is a liability. If you've been involved in a CRM implementation you know they're notoriously complex. Most organizations focus on the technical details without considering factors that have significant influence on long-term success. Factors that include proper data management and the right resources to manage your solution.
CRM data decays at a rate of up to 70% per year. Do you have a data quality management plan in place? What about data governance policies?
Do you have a clear value proposition for your end users?
Do you have well defined objectives including the ability to measure your success via key performance metrics (KPI's)?
Do you have the right team in place to manage and administer your CRM solution?
Have you developed a long-term CRM "road map" outlining your efforts, your functionality and your objectives over the next few years?
Do you have a CRM data governance plan in place to address long-term data quality and change management?
Dispatch Digital Concierge has 19 years CRM experience working on hundreds of projects. We know the challenges you face before, during and after you deploy. Our practice was conceived based on the simple premise that a successful CRM application begins with a well-defined plan, clean data, a compelling value proposition and a properly-skilled team to support your solution.
Our 'digital concierge' provides clients and their users with exceptional customer service. Think of us as your 'CRM help desk'. Whether your users have stacks of business cards that need to be entered, need intelligence on a prospective client or your marketing team needs a high quality segmented list for a thought leadership or event mailing, we can handle it all. Our digital concierge services include simple, clear reporting providing you with measurable results.