QISYS SalesLogix CRM Planning: Questions and Answers

Q: What CRM planning services do we provide?

A: Express Design Audits and Onsite Design Audits. For existing customers with a defined vision, we perform enhancement audits to review what changes are needed to an existing design to meet new or refined business requirements.

Q: Why are we better than other consultants?

A: Vast SalesLogix expertise and over 20 years of company experience within the Sales Automation, Support, CRM market versed in all major technology players.

Q: Why do clients need CRM Planning?

A: To successfully implement solutions.

Q: What are the dangers of CRM rollout without proper planning?

A: A system that is not aligned with business processes drains resources through extra maintenance and provides a negative return on investment.

Q: What are the phases/components of CRM planning we do? What is required for each?

A: Various Design Audit steps. It is a process uniquely tailored to your business needs.