Excel At Marketing, Sales, Service
Technology alone doesn't offer an "instant" CRM experience -- or marketing, sales or service success. Instead, organizations that want rapid results must define their ideal business outcomes, identify current challenges and requirements, foster buy-in and then determine the best processes and tools for the job. All the while, it is critical to manage users’ and executives’ expectations and secure their participation.
Business Results First, Please
Why the obsession with business outcomes? Because no matter the CRM discipline, taking a business-results-first approach delivers real benefits:
- Marketing: Increase campaign, event and lead management by finding and sharing high-quality leads, tying campaigns to revenue and better nurturing relationships
- Sales: Increase revenue and productivity by designing optimal territories, managing pipelines, directing salespeople to the best opportunities and building stronger customer relationships
- Service: Decrease costs by improving case management, service operations and the customer experience, thus increasing customer retention and creating new opportunities for selling
Apply The CRM Excellence Framework
Now for the complication. Every CRM domain -- marketing, sales, customer service -- relies on complex, overlapping processes. Furthermore, few organizations are starting CRM programs from scratch. What should they do?
Innoveer helps answer that question using our CRM Excellence Framework that was built by benchmarking the marketing, sales and service practices of hundreds of customers, across every industry. By applying the framework -- for example, as illustrated on our blog-- Innoveer helps break down each CRM domain into actionable components, to identify where current programs lag or excel, and how to make them better.
Measure Success
Gauge CRM program success by the degree to which it improves a business’s ability to market, sell and service. Innoveer has identified five capabilities required to excel at CRM within marketing, sales and service, such as campaign management (marketing), pipeline management (sales) and case management (service), to name a few. But remember, no CRM domain or capability stands alone. Make discrete improvements in just one area -- such as improving the sales team’s relationship management capabilities -- and you’ll enable other groups and the entire CRM program to better perform.
Work With Innoveer
Need to implement CRM quickly?
Built using the capabilities organizations most often require, Innoveer’s Marketing, SFA and Service Accelerators deliver fully functional, cloud-based CRM programs in less than 4 weeks. For a fixed price, benefit from core capabilities that increase automation, productivity and effectiveness.
Optimize or perform a health check
Take marketing, sales or service capabilities to the next level. Innoveer’s brief workshops provide detailed recommendations — the next “best steps” — for creating maximum results based on our CRM Excellence Framework. Understand the time, cost and benefits of increasing your CRM capabilities.
Top 10 steps to success
World-class CRM programs take more than technology. Most of all, they demand business and management know-how. To ensure that your project excels, be sure to focus on the big picture. To help, review our “top 10” marketing, sales or service steps to see how your program compares to best practices and our benchmarks.
Success Story
Innoveer helped one of the largest recruitment websites to implement a new campaign management application to improve their processes and increase campaign response rates. We helped them by building an application that would enable them target the right customers with the right campaigns and execute campaigns quicker. All of this added up to more sales.
Schedule
Contact Innoveer for answers
Discuss specific CRM goals and requirements or see a demo. Understand what business outcomes you can achieve with new CRM capabilities.


















