CRM and Collaboration

Benefits of CRM and Collaboration

  • Sales, service and operations efficiencies
  • Increase sales revenue
  • Decrease costs
  • Improve customer service, employee and constituent satisfaction


Building off the results of a comprehensive BPR engagement, CRM and Collaboration create a 360 degree view into an organization, to better serve customers, employees and partners.

CRM and Collaboration are organization-wide business strategies designed to improve efficiency and user experience, increase sales, reduce costs, drive customer, employee and client relations, through realizing operational efficiencies across an entire organization, by analyzing and solidifying relationships. CRM and Collaboration integrate information from various sources, to allow customer facing employees the ability to make quick, yet informed decisions.

Major areas of CRM and Collaboration

  • Sales and Marketing Management
  • Service and Product Management
  • 3rd Party Relationship Management
  • Content Management
  • Community Management
  • Reporting, Dashboards and Analytics
  • Sales Force Automation (SFA) and Optimization
  • Case Management
  • Campaign Management
  • Analytics
  • Business Intelligence
  • Mobile and Cloud Capabilities
  • Social Capabilities

Flipside BMS CRM and Collaboration Approach

  • CRM / Collaboration needs assessment and project scoping activities
  • Analyze and document CRM / Collaboration business processes and technology, including GAP analysis and end-state vision from a business and technical perspective
  • Develop of a phased implementation and deployment plan
  • Serve as a Trusted Advisor for CRM / Collaboration technical solution options
  • Design and implement configured CRM / Collaboration applications and associated interfaces
  • Plan and execute migration of existing databases
  • Train clients on how to utilize CRM / Collaboration applications, build reports, and access critical information
  • Provide on-going support for maintaining data quality, integrations, and additional needs
  • Serve as internal support for CRM / Collaboartion needs and managing enterprise relationships


Business Process Redesign              Change Management             Salesforce Design and Implementation

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