CRM/CEM Services

CRM
We understand better than anyone what the vendors can and can't deliver. We know what applications work best in our clients’ organizations, and we help them maximize the effectiveness of those applications within their organization. Our primary functional core competencies are succinct. At Clinton Rubin, a core competency is an area in which our principals and affiliates have successfully completed at least ten engagements if not many more. These areas include:
CRM Applications
  • Developing Needs Assessments
  • Defining Functional Requirements
  • Performing Competitive Assessments of Vendor Applications
  • Developing "Requests For Proposals"
  • Selecting the most suitable CRM application
  • PMO of CRM Projects
  • Managing the Implementation of systems
CRM Business Processes
  • Defining an Operational Vision and Business Model
  • Defining and Reengineering Business Processes that tie to the business rules
  • Integrating Business Processes with the CRM Applications

CEM - Customer Equity Management

CRM with CEM has a revenue focus, not a cost focus. At Clinton Rubin we established a Customer Consulting Practice. What is it? It’s everything that happens within the business space occupying the touch points between our clients and their customers. Both parties want what are best for them, the maximization of their respective equities – today’s industry term: Customer Equity Management (CEM). And, the newest related term: Vendor Equity Management (VEM). Merge CEM and VEM with Social Networking, and you’re approaching a world class solution.

The services we offer range from coaching to running the entire initiative. Typically, an engagement includes the following steps:

Define your goals/objectives
  • Enhance the customer experience
  • Integrate CRM & CEM
  • Deploy social networks
  • Define new revenue streams via CEM
  • Decrease churn by X%
  • Increase referrals by Y%
  • Increase customer STICKINESS
Evaluate your situation
  • Call centers
  • Technology
  • Best practices
  • Business processes
  • Business rules
  • Revenue enhancement opportunities
  • Cost reduction
  • Retention
  • Referrals
Define expectations
  • Yours
  • Your customers
Develop a detailed solution plan for:
  • CRM
  • CEM
  • Social networking
Work with you to implement the solution


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Beyond Satisfaction
  Clinton Rubin’s clients have been successful because the value provided by our organization extends beyond the development of a strategic plan. Our bias toward action has resulted in a proven track record of high-value engagements with quantifiable results to a long list of satisfied clients.
Consulting Excellence
  Clinton Rubin partners provide keen insight into industry and competitive dynamics and translate market information into winning growth strategies. Our track record is impressive, having helped numerous businesses better understand how to leverage strengths and market conditions to chart a course for success.
   
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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