Customer Relationship Management (CRM)

CRM can be deployed in any business environment - small to large corporations, retail to membership, public or private. Our specialty is helping you see your customers in a new way by analyzing their payment history, compiling their interests and helping you determine which customers are most "at-risk". Knowing this information helps you
       

  • build successful retention marketing programs
  • keep more existing customers
  • generate new revenue
  • create customer-friendly business rules


CRM is as much a mind-set and process change as it is an addition of technology. Much of the information you need to establish business rules and analyze your customer-base can be done with minimal, sometimes no, technology investment.  Carol Smock Consulting's staff has a broad knowledge of many database and CRM programs like Access, ACT!, GoldMine, Microsoft CRM and SalesForce. We will use your existing technology to give you the answers you need.


Our approach goes far beyond implementing CRM software. We help organizations answer questions such as:


  • How can we increase customer lifetime value?
  • Where are we losing customers, members, or donors—and why?
  • How do we create more efficient business processes?
  • How can we use data to make better strategic decisions?
  • How do we prepare our organization for AI-enabled business operations?
  • Which technology investments will deliver the greatest return?


Whether you have already attempted to migrate to AI on your own, or you are still using Microsoft Dynamics, Salesforce, Zoho, another platform -- or spreadsheets, we help you get more value from the tools you already own before recommending additional investments.

Contact us soon to help you generate higher revenues with the customer-base you already have.

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