Free CRM consultancy session
Touchstone CRM is hosting ‘Engaging the Next-Gen Investor – A Wealth Management CRM Seminar’
Wednesday, 7th February 2018
Touchstone CRM delighted to announce sponsorship of the Wealth Briefing GDPR London Summit
Wednesday, 13th December 2017
Consultancy UK Article : Five strategic challenges facing UK consulting firms
Tuesday, 17th October 2017
Our CRM Implementation services methodology ‘Navigate’ focuses on the delivery of business outcomes and on the CRM Vision.
As well as playing a valuable role in projects that require only a light-touch, ‘Navigate’ is robust enough to drive complex deployments that demand high-quality management, documentation, communication, change control and proactive risk management.
We identify the most effective and efficient route for achieving these outcomes, incorporating your own business viewpoint and relevant in-house skills. As part of our ‘Navigate’ methodology we develop a Success Map model to support the CRM Vision by mapping business objectives, key measures, critical dependencies and enablers. We will execute every phase of the project, from an initial design prototype to an iterative configuration of the business processes and user interface, data migration, functional testing, user acceptance testing, training and deployment.
Get in touch… see if your organisation qualifies for our half day free consultancy offer.