FREE Assessment & Consultation
To receive your FREE Assessment and 1-hr Consultation, complete the form below. All fields are required. Press the SUBMIT button and you will receive an email with a link to download the assessment tool. Complete the assessment and send a copy of it to . We will review it, then contact you to share our observations and recommendations for improving your strategies, plans and programs. Asterisk fields are required.
CRM Assessment Tool
The purpose of this CRM (Customer Relationship Management) Assessment is to identify opportunities to optimize your current customer relationships and improve acquisition and retention performance. The Assessment is divided into three key functional areas – Customer Acquisition, Customer Retention and CRM Database Management - in order to assess how you gather, analyze and utilize data in order to recruit and retain profitable customers.