Market forces are making it more difficult to acquire and retain good customers. Customer profitability is also under increasing pressure. How will you distance yourself from your competition and create high value relationships with your customers? When you provide your entire team with a comprehensive view of your customer’s activities and information, both you and your customer succeed.

Companies like your's create customer value by providing the right customer data to the right people at the right time while reducing costs by automating and streamlining customer-facing processes. In order to realize this value for your organization, you need a partner who can help you explore your unique business objectives and environment, envision solutions that will take you where you want to go, and execute the realization of that vision to achieve success.

At Summit Consulting, our Customer Relationship Management Group is focused on assisting organizations like your's with achieving their customer business objectives through application of strategic business management technology. This focus enables us to deliver a concentrated level of industry knowledge and experience combined with a deep selection of software tools to create the solutions your business requires. Let us know how we can partner with you to achieve success.

SOLUTIONS

Modules – Sales Management, Customer Service Management and Support

Extensions – Document Management, Marketing and Campaign Management, CTI and Telephony Support.

Services – Project Management, System Configuration and Design, Report Design, Customization and Integration, Data Conversion, and Training.

Do any of the following apply to you and your business? If so, Microsoft CRM from Summit Consulting may be the answer for you.

CHECKLIST
top

Business Productivity Issues

• We need a solution that empowers management to view and analyze business information.
• I have disparate systems tracking customer information across my business, so my sales and service teams never see the right information at the right time.
• We need a solution that helps us track our sales and service success rate.

Sales Success Issues

• Our sales reps have no effective way to track and manage leads from multiple sources, nor can our managers evaluate which leads result in closed sales.
• We need consistent sales processes to help sales people initiate and close opportunities more effectively.
• Our sales people don’t have access to the information they need to build accurate quotes and manage customer orders.
• We need a solution that not only helps us acquire customers, but that also helps us keep them.

Customer Service Issues

• We need to reduce turnover among customer service representatives, or at least to minimize the effects of attrition on the organization.
• Our customer service levels are poor—requests fall through the cracks, employees can’t find the information they need to resolve incidents, contract renewals are low, and overall support costs are too high.
• Set up, Configure and Customize Easily

CRM Issues

• We need a CRM solution, but who’s going to work with a company my size and within a strict budget?
• CRM implementation horror stories are too common. I can’t afford to spend several months deploying a solution and then hire a team of specialists to maintain it.
• We need a solution that can be customized to meet our specific business needs.
• We may want to use a hosted CRM solution.

Ease of Use Issues

• I can’t invest time training my sales and service teams to use a new solution.
• My salespeople hate being controlled by complex, time-consuming data entry requirements.
• We need a solution that salespeople can use with Microsoft Outlook and that they can access from the Web.

Integration Issues

• We need a solution that won’t force us to reconfigure our existing solutions environment and that integrates with the applications currently used by our sales force.
• Our managers and salespeople use Microsoft Office, so we need a solution that integrates tightly with Office applications.
• Our sales and customer service applications don’t talk to each other.
• We need to integrate processes for creating quotes, converting them to orders, and submitting and fulfilling those orders.

Do any of the following apply to you and your business? If so, Microsoft CRM from Summit Consulting may be the answer for you.

Business Productivity Issues

• We need a solution that empowers management to view and analyze business information.
• I have disparate systems tracking customer information across my business, so my sales and service teams never see the right information at the right time.
• We need a solution that helps us track our sales and service success rate.

Sales Success Issues

• Our sales reps have no effective way to track and manage leads from multiple sources, nor can our managers evaluate which leads result in closed sales.
• We need consistent sales processes to help sales people initiate and close opportunities more effectively.
• Our sales people don’t have access to the information they need to build accurate quotes and manage customer orders.
• We need a solution that not only helps us acquire customers, but that also helps us keep them.

Customer Service Issues

• We need to reduce turnover among customer service representatives, or at least to minimize the effects of attrition on the organization.
• Our customer service levels are poor—requests fall through the cracks, employees can’t find the information they need to resolve incidents, contract renewals are low, and overall support costs are too high.
• Set up, Configure and Customize Easily

CRM Issues

• We need a CRM solution, but who’s going to work with a company my size and within a strict budget?
• CRM implementation horror stories are too common. I can’t afford to spend several months deploying a solution and then hire a team of specialists to maintain it.
• We need a solution that can be customized to meet our specific business needs.
• We may want to use a hosted CRM solution.

Ease of Use Issues

• I can’t invest time training my sales and service teams to use a new solution.
• My salespeople hate being controlled by complex, time-consuming data entry requirements.
• We need a solution that salespeople can use with Microsoft Outlook and that they can access from the Web.

Integration Issues

• We need a solution that won’t force us to reconfigure our existing solutions environment and that integrates with the applications currently used by our sales force.
• Our managers and salespeople use Microsoft Office, so we need a solution that integrates tightly with Office applications.
• Our sales and customer service applications don’t talk to each other.
• We need to integrate processes for creating quotes, converting them to orders, and submitting and fulfilling those orders.