Align your current state with your future goals.

According to a recent Harvard Business Review article, one-third of all CRM projects fail. Additional sources report 43% of CRM customers use fewer than half of platform features and that 50% of paid CRM features are left unused. Forrester predicts continued consolidation of departmental CRMs into broader business solutions now and in the coming years.

Where do you stand? In the midst of today’s uncertain, business-as-unusual times, organizations need to reprioritize CRM in order to identify the value gaps in their investments and map out a plan to resolve them. The CRM Value Assessment and Roadmap is an exercise designed to help organizations derive greater business value from their projects by:

  • Assessing the current state of their CRM
  • Identifying future goals
  • Develop a roadmap to achieve business objectives

The assessment involves establishing a baseline understanding of the digital maturity of your organization, identifying pain points, and developing a plan for resolution. At the completion of the project, we will provide:

  • A prioritized gap assessment against best practices aligned with key process areas
  • An ideal future state high-level architecture

Don’t limit the value of your CRM projects. Learn more about our assessment, and find out how to align the timing, vision, value, and cost of each project with your desired future state.

We are offering a complimentary, no-strings-attached, two-hour consultation with Jim Goldfinger, a CRM expert with over 20 years' experience helping clients realize the true value of their CRM investments to everyone who reaches out by April 30th!

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Register now:
Fill in the form, and we’ll send the link so you can watch the webinar on-demand.

If you’d like to gain valuable insight into your CRM projects or discuss the assessment further, fill out the form below, or contact us now at [email protected]

Like most companies who have implemented Salesforce, we knew we could have optimized the value we could gain from this powerful platform better and would benefit from working with a company who could assess our usage and recommend practical best practices that were business benefit-focused. Customertimes certainly delivered in all aspects in Salesforce optimization.
Eli Cohen
Senior Marketing and Communications Director