Needs Analysis

Needs Analysis

Do you want to implement a CRM solution with clear steps and expert guidance? Of course you do! But not all CRM programs are created equal, and nor is there a one-size-fits-all solution.

If you want to implement a CRM system for your company but you’re not quite sure how to get started, what software to choose, or how to make sure that your project is a success you might be feeling a little bewildered.

Our customers’ most successful projects happen when they enlist the aid of an experienced consultant to help them build a plan for their CRM software implementation. A plan ensures the system not only provides results but will transform your business in a way that is only possible with thorough planning and precise execution.

We call this our Blueprint for Success. Our Needs Analysis service is a system of steps that you work through with one of our Zoho Certified Consultants, ACT! Certified Consultants, or Microsoft Dynamics certified CRM consultants. This will help to:

  • Determine which software meets your needs and addresses your issues with the desired results
  • Maximize your return on investment by looking at the total solution, the time it takes to implement it, the price and its scalability
  • Develop a scope of work that we can use to provide you with an accurate proposal by asking the right questions up front

Do you get the feeling your company could be doing more, performing better? It’s time to let Ki Consultants analyze your needs!

Schedule your FREE consultation now