Client Relationship Management (CRM)
- Is a process of identifying and understanding the needs of those relationships which are critical to your future success of you business/organisation.
- Our approach to the process is based on a tried and tested structured methodology.
- To aid the process we have developed a flexible and adaptable 'CRM Toolkit' which provides a framework for approaching the challenge.
CRM Workshops
- Will provide a structured means of identifying key clients/stakeholders.
- Will facilitate conversations which will encourage the sharing of critical
intelligence about your key relationships - and potentially identify
new opportunities.
- Enable you to prepare for key meetings and understand how to respond to a range of different situations which may arise.
This means
- You will have a more coordinated approach to your business development activities.
- You will be better prepared for changes in the external environment which could impact on your activities with a key contact.
- You will gain an enhanced understanding of what makes those with whom you interact 'tick' - individually and collectively.
Applications
Business Development - to refine your current approach to developing new business.
Risk Management - to develop approaches which will limit your exposure and enable you to respond to changing business conditions.
Analysis - to provide a framework which will enable you to obtain feedback from your key clients and also identify new opportunities to build your current activities.