A CRM company often works in multiple project stages:
Selection: A CRM company will interview a business and discuss the challenges that a CRM needs to solve. The company will learn about the business’ structure and how it plans to use the CRM. Then, the company will recommend one or more CRM platforms that are a good fit.
Implementation: A CRM company will handle the implementation of the CRM. This process often involves transferring the business’ data over into the CRM, training employees in how to use the platform, and establishing systems to channel new leads into the CRM.
Management: CRMs need to be effectively maintained and managed, and a CRM agency may remain available to perform that work. The agency may be available to troubleshoot issues and help ensure the CRM continues to operate well.