CRM Selection and Alignment

When it comes to major infrastructural choices that involve customer relations management (CRM) , you can't afford to make the wrong choice. Cullinan Consulting acts as an experienced, consultant-neutral partner to work through the complexity of selecting Customer Relations Management applicants and to understand how they will integrate into your enterprise. Our process includes:

• Management interviews, to understand business drivers, history, and strategic goals.
• Observation of sales methods and company culture, to ground choices in what will work in the real world with your current staffing, or recommendations of staff reinforcement.
• Development of formal functional requirements that work for your business.
• Creation & recommendation of architectures design and relating technical requirements.
• Development of realistic budgets.
• Research and constructing of a short list of appropriate vendors.
• Vendor interviews and the analysis of vendor specifications in relation to requirements.
• Final selection recommendations.
• Advice on negotiations and contracts.

Our process takes the presumption out of the selection process and allows our clients to enter these engagements in a more informed mind set and with greatly increased confidence.

CRM Selection and Alignment

When it comes to major infrastructural choices that involve customer relations management (CRM) , you can't afford to make the wrong choice. Cullinan Consulting acts as an experienced, consultant-neutral partner to work through the complexity of selecting Customer Relations Management applicants and to understand how they will integrate into your enterprise. Our process includes:

• Management interviews, to understand business drivers, history, and strategic goals.
• Observation of sales methods and company culture, to ground choices in what will work in the real world with your current staffing, or recommendations of staff reinforcement.
• Development of formal functional requirements that work for your business.
• Creation & recommendation of architectures design and relating technical requirements.
• Development of realistic budgets.
• Research and constructing of a short list of appropriate vendors.
• Vendor interviews and the analysis of vendor specifications in relation to requirements.
• Final selection recommendations.
• Advice on negotiations and contracts.

Our process takes the presumption out of the selection process and allows our clients to enter these engagements in a more informed mind set and with greatly increased confidence.