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CRM execution support

CRM programs are successful only if the focus stays with the project after the new processes, software, practices go live.

Here’s how we can help after your CRM goes live:

  • Continuous process and system development (monthly sprints)
  • Technical support
  • KPI monitoring for CRM processes
  • Monitoring and support for CRM adoption
  • Outsourced CRM and campaign management
  • Outsourced marketing campaign planning and execution
  • User training sessions
  • Administrator training sessions
  • Workshops to showcase new solutions
  • Evolutionary consulting for continuous development

CRM Support: The Journey Starts After Implementation

The real value of a CRM system, especially Salesforce, begins to shine after it goes live. Weeks or months of project work culminate in data migration, user training, and system go-live. However, the most critical phase is the first 3-6 months after implementation. During this time, the system needs fine-tuning to align with real-world operations, address any challenges, and fully capitalize on its potential.

The goal of post-implementation Salesforce CRM support is to help organizations maximize the system’s benefits and align it with their new processes. Attention’s CRM support ensures success, covering areas like change management, user training, and system monitoring.

Key Areas of Post-Implementation CRM Support

Technical Support
Managing a CRM system requires specific technical expertise. From troubleshooting access and permissions issues to resolving integration challenges, we ensure your system operates smoothly and becomes more robust over time.

CRM Process KPI Monitoring
Tracking key business metrics like win rates, pipeline health, ticket resolution time, and click-through rates is essential for measuring CRM success. We help you identify and monitor KPIs tailored to your business goals.

CRM Adoption Monitoring and Support
Adopting a new CRM system is no small feat. We provide tools like dashboards and reports to track usage trends and address any adoption challenges, ensuring the system is fully utilized to achieve business goals.

Outsourced CRM and Campaign Management
Administering a CRM system involves diverse tasks. If your team uses the system for marketing, managing campaigns can quickly become overwhelming. Outsourcing these tasks ensures efficient and professional execution.

Outsourced Marketing Campaigns
Planning and executing marketing campaigns require specialized technical skills that not all organizations have in-house. We can manage your campaigns from concept to performance analysis, ensuring seamless execution.

User and Administrator Training
We provide tailored training sessions for both end-users and administrators. These sessions ensure users can navigate the system effectively and administrators stay up to date on the latest features and best practices.

Workshops for New Solutions
Salesforce CRM evolves rapidly. Our workshops introduce the latest features and integration possibilities, helping your organization stay ahead of the competition by leveraging new tools and technologies.

Evolutionary Consulting
A CRM system is never truly “finished.” Continuous optimization and process improvements are key to achieving long-term success. Our evolutionary consulting focuses on keeping your system aligned with your evolving business needs.

Why Invest in Post-Implementation CRM Support?

Implementing Salesforce CRM is a game-changing milestone for any organization that prioritizes customer engagement. After go-live, CRM systems become the foundation for daily operations in sales, marketing, and customer service teams, directly impacting their efficiency, success, and value creation.

Ongoing support ensures that both your system and teams can thrive, unlocking the full potential of the CRM to elevate your organization to the next level.

With Attention’s Salesforce CRM support, you’ll gain:

  • Smooth change management
  • Expert training for users and admins
  • Advanced system monitoring and KPI tracking
  • Continuous system evolution to meet your business goals