How Solvis can help with your CRM initiatives?

Don't know where to start with your next CRM initiative? Solvis can help your company in many ways, from educational programs to CRM strategies, and from software selection to the implementation of technologies, processes or change management.

The three main types of services we offer to help you with your CRM needs are: education, strategy and implementation. All three services are designed to provide quick implementation of your customer retention or acquisition initiatives.

If your organization is a small business in United States or Latin America, don't worry, we have different versions and options of these services based on your budget. At Solvis we have experience working with small companies, enterprises and holdings, as many organizations are looking to integrate their CRM synergies with technology and processes.

CRM & Social Media Education

We offer 2 types of educational seminars where we can bring our CRM experts on-site.

1) On-site Seminar: How to establish a CRM Strategy?

You will learn:

a. How to use our 8 fundamentals of CRM to analyze your current business situation.

• Customer Definition  
• Product Catalog  
• Channel Identification - traditional and 2.0 channels  
• Customer Metrics  
• Customer Relationship Processes  
• Change Management - People, Organization, Culture  
• Customer Data  
• Technology: Operational, Analytical, Interactive and Collaborative  

b. How to use your customer data to identify your Best Customers to deploy retention or acquisition initiatives

c. The current CRM and Web 2.0 landscape in terms of trends, vendors and technology

d. Case Studies related to your industry

e. Bonus: CRM Quick Analysis based on our research

2) On-site Seminar: How to apply Digital Marketing and Web 2.0 initiatives to manage customer relationships?

You will learn:

1. How to expand your CRM strategy to the Internet
2. The key things you need to fix in your current CRM before expanding to the Web 2.0
3. The key requirements in culture and business to maximize the relationship with customers
4. How to use Web 2.0 channels - RSS, Blogs, Social Networking, Videos, Social Sites,  Social Bookmarking, Micro-Blogging, from the business and technology perspective
5. How to prepare to launch a private or public social networking site for your customers
6. How to apply SEM, SEO, Digital Marketing, Email and Landing pages to promote your product and services
7. The current CRM and Web 2.0 landscape in terms of trends, vendors and technology
8. Case Studies related to your industry
9. Bonus: Digital Marketing & Web 2.0 Quick Analysis based on our research

CRM & Social Media Strategy

Our educational seminars can also expand into strategy services to help your company define a roadmap and action plan. We have strategy services from 5 to 12 weeks depending on your CRM needs and maturity level.

The main activities for the strategy services are:

1. One to one meetings with key stakeholders and sponsors
2. Customer Relationship Cycle Survey
3. Customer Understanding Analysis to identify your best customers
4. One-day workshop with stakeholders
5. Priorities definition
6. Establish roadmap based on priorities and initiatives
7. Scope for first phase
8. Scope for a quick-win initiative

Implementation Services

If you already know what the next steps are, we can help your company with the execution and implementation of:

1. Marketing Automation: SAS, Database Marketing and Customer Segmentation
2. Campaign Management: Search Marketing, Digital Marketing, Email Management and Lead Management
3. Neighborhood America, Salesforce.com, Aplicor, ZohoCRM and Oracle CRM
4. Call Centers technologies
5. Loyalty Programs
6. Social Media & Social Networking
7. Project Management Office / CRM Office
8. Production Support for your current CRM system
9. Migration/Integration from Legacy Systems to New CRM platforms (SaaS, On-premise)
10. Software Selection

Our Recent Engagements

Lately, we have been helping some customers in United States and Latin America with:

1. SAS Marketing Automation Production Support
2. Salesforce.com Production Support
3. Customer Understanding Analysis and Segmentation
4. CRM Strategies
5. Digital Marketing and Search Marketing Educational Seminars and Assessments
6. CRM 2.0 and Social Media Seminars
7. Loyalty Program Assessments
8. Personal Branding (Social Media/CRM 2.0) Implementation - ZohoCRM, Wordpress and others
9. Project Management Services
10. Amdocs Production Support
11. Email Marketing using MailChimp

More about our services

• CRM
• CRM 2.0
• Marketing Materials in PDF
• CRM Strategy Presentation (Spanish)
• CRM 2.0 Presentation (Spanish)
• Software Selection
• Customer Segmentation
• Solvis Latinoamérica

For more information contact us.