Prospective CRM Evaluative Study
Project scope
Categories
Data analysis Customer segmentation Lead generation Sales strategy Marketing analyticsSkills
sales pipelines customer relationship managementOur business has grown significantly over the past 10 years and the current CRM tool that we are using has not worked out as we had hoped and anticipated. Our client records and prospective sales pipeline have become difficult to manage and we are not using the CRM to its full potential (as it is much more complex than we needed it to be!). We would like you to provide us with recommendations on how to improve the current CRM and/or a comparison of the top CRMs for SMALL BUSINESSES available and make a recommendation, based on our needs.
To achieve this, you will need to consider:
- Core features.
- Pricing.
- Features.
- Constraints.
- Usability.
- Implementation and training.
- Existing system integration.
- Security features.
- Customizability.
Review our current CRM platform
Data Analysis & Cleansing
Deliver a final recommendation for our organization in the form of a written report complete with all analysis preformed.
Students will connect directly with the employer for mentorship and supervision throughout the project. Client information as well as will be shared once project commences. Access to our current CRM platform (Zoho) will be provided.
About the company
Since 2012 Peak Performance HR offers HR consulting services to start-up, small and mid-sized businesses that supports their HR programs and initiatives through cost-effective and flexible work arrangements that meets their ongoing needs. Peak Performance HR is a fractional HR Outsourcing Company that provides organizations with practical HR solutions that address all functions of HR, including: full cycle recruitment, employee on-boarding and off-boarding, strategic HR planning, Employment Standards Act (ESA) legislation and compliance, performance and talent management, policy development, leadership assessment and development, employee engagement and retention, workplace investigations, mediation, health and safety compliance and much more. What sets us apart from our competitors is our commitment and dedication to understanding our clients unique and specific requirements, and partnering with them to offer customized HR programs and initiatives.