Solvis Consulting, LLC

CRM Vendor Selection Process (SaaS vs OnPremise)

Oracle, SAP, Microsoft, SugarCRM, Salesforce.com, Aplicor and many other CRM packages now offer multiple options of CRM software to choose from. You have single-tenancy vs multi-tenancy, open-source, and SaaS vs OnPremise options. Within each vendor you have different options regarding modules and functionality. The good news is that you have choices based on your requirements, needs, priorities, IT policies and budget.

We at Solvis can help you decide which CRM vendor (software package or service) you need. We have a Software Selection Methodology that looks into processes and functionality that will help your business (small or large) select the proper software. Our methodology offers quick steps to make decisions. We can start with a short or large list of vendors, and we can offer proof-of-concepts and pilot programs for your implementation.

No matter what your software needs are, we can help your business select any CRM vendor: operational, analytical, collaborative and interactive - from call center to marketing automation and from SFA to customer service under any model: SaaS or OnPremise.

Our methodology includes the following steps:

1. Gather Requirements and Functionality
2. Identify Key Decision Criteria
3. Determine Weighting
4. Prepare and Send Out RFI
5. Refine Process Flows, Scenarios and Functionality
6. Conduct Vendor Demos
7. Complete Scorecards
8. Perform Reference Checks (Due Diligence)
9. Perform Gap Analysis
10. Conduct Vendor or Reference Site Visits
11. Evaluate and Select Vendor
12. Refine Business Case
13. Develop Proof-of-Concept
14. Develop Pilot

Depending of your business needs, some of the above steps are optional. We can also work with your software or implementation vendor in developing the proof-of-concept and pilot (quick win), before any major implementation. Time frames also depends on your business needs, but we can help you select software solutions from 5 to 8 weeks, or, we can just help you make a decision if you already have a short list of vendors.

Note: we have templates, tools and related documentation to facilitate a smooth selection process for all 14 steps of our methodology,

For more information contact us.

Collection of CRM Posts - CRM en Latinoamérica, Blog of Jesús Hoyos

Collection of posts written by Jesús Hoyos, Managing Partner of Solvis, on his blog CRM en Latinoamerica. A CRM blog in Spanish dedicated to the Latin America region.

CRM en Latinoamerica 2007

CRM en Latinoamerica 2008

CRM 2.0 Offerings

We are expanding our CRM offerings to the new CRM 2.0. We are offering CRM 2.0 strategies and implementations for the Latin American market. Download our Spanish brochure about our CRM 2.0 offerings: Download crm_2.0-Solvis v1.1.pdf.

Our CRM 2.0 offerings include:

1. Database Marketing
2. Relationship Marketing Processes
3. Customer Understanding Analysis
4. Data Mining
5. Best Customers Strategies
6. Marketing Automation and Multi-Channel Management
7. Email Marketing
8. Digital Marketing
9. Salesforce.com and Google Adwords Configuration
10. Search Marketing
11. Landing Pages & Microsites
12. Lead Management
13. Social Media Strategies
14. Enterprise Social Networking
15. Corporate Blogs
16. Transform your website into Web 2.0 site

We can help your company with the following technologies:

1. Typepad
2. Wordpress
3. Twitter
4. Facebook
5. Salesforce.com
6. Aplicor
7. Google Analytics
8. Feedburner
9. Constant Contact
10. Share This
11. Add This
12. Widgets
13. Wikis
14. Neighborhood America
15. GoogleAlert

For more information and for a discovery session of your CRM 2.0 needs contact us here.

Jesus Hoyos' Presentations about 2.0

Solvis' Presentations

Presentation by Maria Garcia - Business Process

This presentation was presented by Maria Garcia, Solvis Péru & Andino, during the seminar - Universidad Pacifico Perù TIC y Procesos de Negocio.

Universidad Pacifico Perù TIC y Procesos de Negocio

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Effective Customer Segmentation using RFM

Presentation (in Spanish) about Customer Segmentation by Jose Corona, Solvis México.

Segmentación Efectiva V1.0

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CRM Certification in Peru & Mexico City

Solvis Consulting in partnership with BPT Partners, CustomersForever & El Centro de Formación de Contact Centers organized the first CRM Certification Seminars for Latin America. The first two seminars were held in Lima and Mexico City during the past 2 weeks. The seminars are designed to create a common CRM language among CRM professionals, but the most important aspect is to provide a channel for collaboration and networking within the CRM community in Latin America.

Jesus Hoyos, Jose Corona & Maria Garcia were the instructors for the Lima & Mexico seminars. The tour continues in Argentina with seminars to be held in Cordoba and Buenos Aires during the first week of September.  For more information about the seminars, participants, organizers and how to become a sponsors go to this link.

Links:
Peru CRM Certification Pictures
México CRM Certification Pictures

CRM Certification - Latin American Tour 2008

CustomersForever, our partner organization that is dedicated to promoting collaboration & networking between CRM and Marketing Professionals in the region announces "CRM Certification - Latin American Tour 2008".

Certification Seminars will be offered in:

• Lima, Peru (June 24-25)
• Mexico City, Mexico (July 1-2)
• Cordoba, Argentina (September 2-3)
• Buenos Aires, Argentina (Sept 4-5)

To register or learn more about these seminars, visit CustomersForever.

SAS Marketing Automation Tour

A SAS ®  Marketing Automation Interactive Tour is now available at www.sas.com. Click here to see the tour. The tour includes:

1. An overview of SAS® Marketing Automation
2. Links to archived webcasts related to SAS® Marketing Automation
3. A SAS® Marketing Automation Sampler providing glimpses of the solution
4. Access to a white paper about maximizing your return on customer communications

Complimentary CMO Guide

Download A CMO’s Guide to Mastering Marketing Measurement: Unleashing Performance Management’s Potential from SAS.

This new guide designed for CMOs will help you overcome marketing challenges and understand how to take advantage of opportunities. Learn how to successfully use performance management to objectively measure the impact of your marketing decisions and spending; identify your best customers and programs; and improve corporate performance through tangible evidence, not subjective opinions.

Marketing Automation Roadmap (Spanish)

This is a presentation prepared by our México Director, Jose Corona, about how to implement Marketing Automation using best practices and in a phased approach. The presentation is in Spanish.

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