Select Customer Relationship Management (CRM) System

Client

 A global petro-chemical company specializing in oil refining technology engineering.

Project Goals

The company was seeking a Customer Relationship Management (CRM) application that would support major account activities of more than 300 users distributed globally across 100 countries.

• Review five identified CRM packages against company requirements
• Identify two best solutions
• Create a negotiating strategy that would yield the best results for the company

Deliverables

The project delivered:

• A baseline evaluation of each product
• An objectively selected pair of finalists
• A high-level implementation plan
• A documented negotiation approach

Results

• The company acquired the highest ranked CRM software package for a price 25% lower that the previously negotiated price
• The CRM was successfully implemented within nine months based on the project-supplied implementation plan