Relationship Management

Successful business comes down to serving the needs of your customers and other stakeholders. To succeed, you must continually identify and connect with both potential and current customers. Do your salespeople receive alerts when your clients visit your website? Are you measuring the effectiveness of your campaigns?

We can help you design, plan, and deploy customer relationship management (CRM) solutions to increase your sales and marketing productivity and build a more connected organization. You can increase revenue, make your marketing dollars go further, improve customer satisfaction, and capitalize on relationships across your organization.

Lots of CRM solutions sound promising…but don’t actually get used. We believe the best solutions integrate with tools you already use every day—and leverage software you probably already own.

Relationship Management Consulting Services

Increase sales productivity - Increase sales output and attain real-time sales visibility with powerful analytics and sales pipeline tracking.
Enhance marketing campaigns – Market more effectively, improve productivity, and gain actionable insight into your marketing campaigns.
Improve customer service – Improve service processes, streamline escalations and create powerful workflows.
Connect with diverse stakeholders – Leverage a flexible xRM (Extended Relationship Management) framework to bring the core CRM capabilities to other line-of-business applications.

Solution	Category	Department	Industry
Accounts Payable Automation Is your invoice processing cumbersome and slow?	sol_procman Process Management	dep_finadm Finance and Administration	cross_universal Cross-Industry
Financial Performance Reporting Important data not surfaced for Finance?	sol_perman Performance Management	cross_universal Cross-Department	cross_universal Cross-Industry
Ad-Hoc Meetings Need an easier way to connect for ad hoc meetings?	sol_unicom Unified Communications	cross_universal Cross-Department	cross_universal Cross-Industry
Mentoring Programs Mentoring programs not connecting?	sol_unicom Unified Communications	cross_universal Cross-Department	ind_proser Professional Services
Sales Education Need an easier way to deliver sales training?	sol_unicom Unified Communications	dep_sal Sales	cross_universal Cross-Industry
Project Pipeline Reporting Need better visibility into your project pipeline?	sol_proman Project Management	cross_universal Cross-Department	cross_universal Cross-Industry
Project ROI Measurement Need better insight into which projects are generating results?	sol_proman Project Management	cross_universal Cross-Department	cross_universal Cross-Industry
Resource Requests Having a tough time managing new feature requests?	sol_procman Process Management	dep_sal Sales	ind_proser Professional Services
New Feature Request Having a tough time managing new feature requests?	sol_procman Process Management	dep_prodev Product Development	ind_man Manufacturing
Inventory Requests Inventory requests getting lost in the shuffle?	sol_procman Process Management	dep_ope Operations	ind_ret Retail
Patient Surveys How do we get value from these patient surveys?	sol_procman Process Management	dep_mar Marketing	ind_hea Healthcare
IT Change Requests Managing IT change requests always a hassle?	sol_procman Process Management	dep_it IT	cross_universal Cross-Industry
Insurance Forms Need to better manage and secure employee insurance forms?	sol_procman Process Management	dep_humres Human Resources	ind_hea Healthcare
SME Identification Having trouble finding the right resource for the job?	sol_procman Process Management	dep_humres Human Resources	ind_finser Financial Services
Candidate Submissions How can I better track candidate submissions?	sol_procman Process Management	dep_humres Human Resources	cross_universal Cross-Industry
Vendor Requests How can we improve our vendor request process?	sol_procman Process Management	cross_universal Cross-Department	ind_ret Retail
Budget Planning Need to streamline and better organize your budget planning?	sol_procman Process Management	cross_universal Cross-Department	ind_pubsec Public Sector
Billing Collection Need to speed up collections from self-pay patients?	sol_procman Process Management	cross_universal Cross-Department	ind_hea Healthcare
Claims Management How can we track claims processes better?	sol_procman Process Management	cross_universal Cross-Department	ind_finser Financial Services
Financial Reports Taking too much time to generate reports?	sol_procman Process Management	cross_universal Cross-Department	cross_universal Cross-Industry
Open Positions Postings How do we post our positions more efficiently?	sol_entconman Enterprise Content Management	dep_humres Human Resources	ind_pubsec Public Sector
Employee Records Search Need to search the entire corporate corpus for employee records?	sol_entconman Enterprise Content Management	dep_humres Human Resources	cross_universal Cross-Industry
Financial Records Need better access control and flexibility with your records archive?	sol_entconman Enterprise Content Management	cross_universal Cross-Department	cross_universal Cross-Industry
Web Search Not happy with your website search results?	sol_entconman Enterprise Content Management	cross_universal Cross-Department	cross_universal Cross-Industry
Pitchbooks Always waiting on data for monthly pitchbook updates?	sol_col Collaboration	dep_sal Sales	ind_finser Financial Services
Project Status Reports Need better collaboration on project status reporting?	sol_col Collaboration	dep_ope Operations	cross_universal Cross-Industry
Financial Reports Collaboration How can I get our financial reporting team to collaborate?	sol_col Collaboration	cross_universal Cross-Department	cross_universal Cross-Industry
Retail Promotions Need dashboards to keep track of your promotions?	sol_perman Performance Management	dep_mar Marketing	ind_ret Retail
IT Asset Management Is your IT asset management solution failing you?	sol_proman Project Management	dep_it IT	cross_universal Cross-Industry
Enterprise Search Losing time searching for the data you needed?	sol_entsea Enterprise Search	cross_universal Cross-Department	cross_universal Cross-Industry
Email Search Are you taking advantage of the latest search capabilities in your email system?	sol_serinf Infrastructure	cross_universal Cross-Department	cross_universal Cross-Industry
Infrastructure-as-a-Service Spending too much on IT maintenance?	sol_clo Cloud	dep_it IT	cross_universal Cross-Industry
Platform-as-a-Service Trying to maintain custom applications on outdated platforms?	sol_clo Cloud	dep_it IT	cross_universal Cross-Industry
Applications-as-a-Service How much would Office 365 save you?	sol_clo Cloud	dep_it IT	cross_universal Cross-Industry
Actual vs. Forecast Dashboards Important data not surfaced for your decision makers?	sol_perman Performance Management	cross_universal Cross-Department	cross_universal Cross-Industry
Corporate Budgeting Need to streamline and better organize your budget planning?	sol_busint Business Intelligence	cross_universal Cross-Department	cross_universal Cross-Industry
Conference Room Request Annoyed by conflicting conference room requests?	sol_procman Process Management	cross_universal Cross-Department	cross_universal Cross-Industry
Recruitment KPIs How can I hold my HR people accountable for their recruiting activity?	sol_perman Performance Management	dep_humres Human Resources	cross_universal Cross-Industry
Website Traffic Alerts – Marketing	sol_relman Relationship Management	dep_mar Marketing	cross_universal Cross-Industry
Website Traffic Alerts – Sales Do your sales reps get alerts when your customers hit your website?	sol_relman Relationship Management	dep_sal Sales	cross_universal Cross-Industry
IT Cost Analysis Having a tough time measuring IT costs?	sol_busint Business Intelligence	dep_it IT	cross_universal Cross-Industry

Relationship Management

Relationship Management Consulting Services

CRM problems?

Solution Finder by Concurrency

Accounts Payable Automation

Financial Performance Reporting

Ad-Hoc Meetings

Mentoring Programs

Sales Education

Project Pipeline Reporting

Project ROI Measurement

Resource Requests

New Feature Request

Inventory Requests

Patient Surveys

IT Change Requests

Insurance Forms

SME Identification

Candidate Submissions

Vendor Requests

Budget Planning

Billing Collection

Claims Management

Financial Reports

Open Positions Postings

Employee Records Search

Financial Records

Web Search

Pitchbooks

Project Status Reports

Financial Reports Collaboration

Retail Promotions

IT Asset Management

Enterprise Search

Email Search

Infrastructure-as-a-Service

Platform-as-a-Service

Applications-as-a-Service

Actual vs. Forecast Dashboards

Corporate Budgeting

Conference Room Request

Recruitment KPIs

Website Traffic Alerts – Marketing

Website Traffic Alerts – Sales

IT Cost Analysis

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