CRM Consulting and Training

CRM Consulting

Programs

Our CRM consultants can work with you to identify the most feasible approach to manage your CRM initiative and provide you an end to end solution to address your CRM needs. The depth and breadth of our experience in CRM strategy, CRM process improvements and CRM implementations have helped us develop a realistic approach in delivering business value to our clients.

We offer customised solutions designed to address business challenges, considering each organisation's preparedness for customer-centric initiatives. Our CRM solutions aim to support organisations in starting their CRM journey, implementing CRM strategies and systems, building capabilities efficiently, and maintaining ongoing progress to enhance customer engagement outcomes.

There are additional aspects of CRM and related solutions not detailed on this site. If you require customised programs to address your specific CRM needs or seek further assistance beyond our current offerings, please do not hesitate to contact us. We welcome the opportunity to discuss how we can support your organisation.

Find out more about our Programs and Solutions:

  • CRM Feasibility

    CRM Feasibility

    Programs

    A CRM feasibility study helps your organisation assess current CRM challenges and determine whether to pursue a CRM program for strategic goals. Customer Capital Consulting uses a structured framework to identify key issues in customer management, marketing, sales, service channels, and support. We provide insights into stakeholder and management perspectives on your organisation's customer-centricity.

  • CRM System Requirements Development

    CRM System Requirements Development

    Programs

    Defining requirements for a new CRM system can be challenging, especially if it's your first time. Simply copying existing processes may lead to excessive customisation or only minor improvements, resulting in less effective outcomes.

    Customer Capital Consulting guides you through developing comprehensive business and technical CRM requirements. Our consultants combine implementation experience with knowledge of leading CRM solutions and best practices, ensuring your unique needs are preserved. Clients often use our deliverables for RFPs, tenders, or as foundational documents for CRM implementation projects.

  • CRM Experience Design

    CRM Experience Design

    Programs

    Many organisations claim to prioritise customers, yet few clearly define or deliver true customer-centricity. Customers form opinions at every touchpoint, shaping their engagement based on these experiences. Effective experience design and management are vital for successful CRM, strengthening your brand and supporting sustainable business growth. Customer Capital Consulting uses proven frameworks and tools to assess and create the experience your customers value most, helping to implement your customer strategy.

  • CRM Development

    CRM Development

    Programs

    Our expert development team collaborates closely with your stakeholders to understand workflows, pain points, and growth plans. We employ agile methodologies to deliver iterative improvements, ensuring your CRM adapts quickly to changing needs.

  • CRM Evaluation

    CRM Evaluation

    Programs

    Selecting the right Customer Relationship Management system is a critical decision that can significantly impact customer engagement, team productivity, and business growth. At Customer Capital, we guide organizations through a comprehensive CRM Evaluation process—ensuring the platform you choose aligns with your goals, processes, and future vision.

Customised Workshops

Specific CRM Topics

CRM Executive Series

Personal Coaching

CRM Implementation

Programs

Customer Capital Consulting’s solutions provide strong foundation for and optimise your organisation’s customer, marketing, selling and/ or customer services functions. Our services include identify, review and design of these customer related business processes and implementation of an integrated CRM system to complete these optimisation initiatives.

Customer Capital Consulting’s CRM process and implementation solutions reap the following benefits for your customer and organisation:

Sales: increase efficiency of your sales force to help you acquire, manage and retain customers, enhance overall account management, reduce administrative overheads and improve visibility of the sales pipeline progress.

Marketing: institute practices for leads management and closed loop marketing, organise and analyse customer information, improve efficiency to manage marketing campaigns and facilitate continuous improvement.

Service: increase the quality of interactions with your customers through an integrated approach in managing touchpoints including email, call centres, web, face-to-face interactions etc.

CRM Training

Programs

Customer Capital Consulting’s CRM training curriculum aims to help you start CRM right. Our CRM training programs are recommended for organisations that are exploring, intending to or will be embarking on CRM initiatives. The programs are usually conducted for one organisation so that the training content can be customised based on individual organisation’s industry, context and needs.

Designed with a practical focus, our curriculum provides you with a broad base understanding of the business and technology aspects of CRM and helps you relate CRM to your organisation. All our trainers are experienced CRM practitioners who are able to share practical and deep CRM insights, having successfully delivered CRM consulting projects and system implementations at established organisations.

Customised Workshops

Specific CRM Topics

CRM Executive Series

Personal Coaching

Join our Programs Today

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