CRM Consulting & Architecture
You do not have a CRM yet? Or you have one that needs updating or optimisation?
Up Consulting Architects can help you define your specific needs and find ways to increase your performance through CRM. We will assist you to design – or redesign – your business processes according to your vision and strategy.
Through workshops and due diligence we will map your processes and propose changes to key areas like:
- Functional architecture, design and release plan
- Technical Architecture, design and release plan
- Migration strategy, design and planning
Your CRM doesn’t run on an island ! A key success factor of a CRM project is connection with other systems and data repositories. Up Consulting will help you build a system that links all these pieces together.
Up Consultants combine the best tools and techniques for migrating and integrating your historical, live, and emerging data from your existing systems to your CRM environment. Your data can be integrated based on a batch (ETL) or real-time (ESB) process.
Our proposal is typically based on a phased approach and we always aim to deliver working operational functionality for your team in each work package. Our implementation methodology uses agile and iterative processes to include your proactive feedback as a user and to involve all stakeholders through the sequenced workshops such as Business Objects Configuration or Business Process Implementation.
CRM Trainings & Coaching
The richness of functionalities and the specific customization of your Customer Relationship Management (CRM) system require training sessions to provide you with all the required knowledge in order to utilize the full potential of your CRM system.
We deliver on-site trainings, during or after implementation based on your specific environment and needs so it’s concrete and ready-to-use for you.
Up Solutions Portfolio
- User training
- Environment usage training
- Advanced user training & coaching
We also deliver Sales Workshops and Trainings, which improve Sales performance. Sales organisations must build a reputation as trusted advisors for their clients to promote their activities. At Up Consulting, we always link best sales practices with an optimal usage of your CRM system.
As the Salesforce Authorised Training Reseller Partner in Luxembourg we offer Certified Salesforce Trainings for Administrators, Developers and Users.
CRM Usage Improvement
You already have a CRM ? Needs an update or optimization? You need more training?
Like most applications a CRM is not a static solution, it has to adapt, improve and follow evolutions of your business.
Our consultants work closely with you and your teams to enhance the functionalities and the usage of your CRM. After doing a Maturity Survey we will propose a set of usage improvements that can be implemented in a pragmatic and productive way for your organization.
Up Solutions Portfolio :
- Check Up
- Clean Up
- What’s Up
- Training and coaching