DESIGN CX
Organize, track, and build better relationships with CRM
Pobuca will undertake a thorough study to design the functionality of the new CRM system. The study will focus on the strategic, operational, and platform stages.
Together, we will design a CRM strategy aligned to your corporate objectives, and set the project goals.
Our experts will work closely with your team to ensure that you make the most out of your new CRM system.
Stage 1:
Strategic level
Characteristics
of the unified customer profile.
Efficiency improvement
of the customer-related processes.
Project objectives
related to the customer-centric approach.
Stakeholders engagement
time and resources allocation.
Stage 2:
Operational level
Business needs
Identification of the involved department’s needs.
Processes evaluation
Evaluation of the efficiency of the existing processes per department, to identify the reasons the current implementation is not fully productive.
Current data flow
related to the customer-centric approach.
Stage 3:
Platform level
Once the previous steps have been completed and agreed upon, the next steps are:
1. To define the final deliverable (fields, forms, views, etc.).
2. To set the workflows (step by step).
3. To propose new modules or third-party tools.